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How Zapier works

Zapier makes it easy to integrate Service Fusion with Smartsheet - 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 Smartsheet

An action is what takes place after the automation is triggered. For example, with Smartsheet, the action could be "Create Workspace."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Service Fusion to Smartsheet

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

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Service Fusion to Smartsheet 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 Smartsheet 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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

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.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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 Smartsheet on the Zapier blog

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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
smartsheet logo
smartsheet logo
About Smartsheet
Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.
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