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Integrate Service Fusion with monday.com to automate your work

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monday.commonday.com
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

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How Zapier works

Zapier makes it easy to integrate Service Fusion with monday.com - no code necessary. See how you can get setup in minutes.

Select a trigger from Service Fusion

A trigger is an event that starts your Zap and runs the workflow. For example, with Service Fusion, a trigger could be "Job Status Updated."
A trigger is the event that kicks off your automated workflow.

Setup an action from monday.com

An action is what takes place after the automation is triggered. For example, with monday.com, the action could be "Archive Board."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Service Fusion to monday.com

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Triggers and actions are the main components of every automated workflow.

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Make work flow with AI

Level up your Service Fusion to monday.com integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
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Connect Service Fusion and monday.com to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

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Provide world-class support with a little help from automation

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Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
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Connect Service Fusion and monday.com to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Start here
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • When Job Status Changes To
    Trigger
    Instant
    Try It
  • Service Fusion triggers, actions, and search
    New Estimate

    Triggers when a new Service Fusion estimate is created.

    Trigger
    Scheduled
    Try It
  • Service Fusion triggers, actions, and search
    New Job

    Triggers when a new Service Fusion job is created.

    Trigger
    Scheduled
    Try It
    • Type
      Required
    • Start Date
      Required
    • Start Time
    • End Date
    • End Time
    • Task Note
    • Assign To (Users)
    • Relates To (Customers)
    • Relates To (Jobs)
    • Relates To (Estimates)
    • Privacy
    • Recurrence
    Action
    Write
  • Service Fusion triggers, actions, and search
    New Customer

    Triggers when a new Service Fusion customer is created.

    Trigger
    Scheduled
    Try It
  • Service Fusion triggers, actions, and search
    New Invoice

    Triggers when a new Service Fusion invoice is created.

    Trigger
    Scheduled
    Try It
  • Service Fusion triggers, actions, and search
    New Tech

    Triggers when a new Service Fusion tech is created.

    Trigger
    Scheduled
    Try It
    • Customer Name
      Required
    • Account Number
    • Private Notes
    • Public Notes
    • Payment Terms
    • Discount
    • Discount Type
    • Credit Rating
    • Labor Charge Type
    • Labor Charge Default Rate
    • Qbo Sync Token
    • Qbo Currency
    • Last Serviced Date
    • Is Bill For Drive Time
    • Is Vip
    • Is Taxable
    • Parent Customer
    • Referral Source
    • Agent
    • Assigned Contract
    • Payment Type
    • Tax Item Name
    • Industry
    • Prefix
    • First Name
    • Last Name
    • Suffix
    • Type
    • Job Title
    • Department
    • Dob
    • Anniversary
    • Is Primary
    • Email
    • Email Class
    • Email Types Accepted
    • Phone
    • Phone Type
    • Phone Extension
    • Street 1
    • Street 2
    • City
    • State Prov
    • Postal Code
    • Country
    • Nickname
    • Gate Instructions
    • Latitude
    • Longitude
    • Location Type
    • Is Primary
    • Is Gated
    • Is Bill To
    • Customer Contact
    • Custom Fields
    Action
    Write

Learn how to automate Service Fusion on the Zapier blog

Learn how to automate monday.com on the Zapier blog

service-fusion logo
service-fusion logo
About Service Fusion
Service Fusion is a field service management software for service contractors. With this application, you create new customers, retrieve job and estimate history, technician information and much more.
Related categories
  • eCommerce
monday logo
monday logo
About monday.com
monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
Help
Related categories
  • Project Management
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