Integrate Service Fusion with Smartsheet to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

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

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

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

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

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

Set up your first integration

Quickly connect Service Fusion to Smartsheet with a Zapier template.

Our most popular template

Update Smartsheet rows as job statuses change in Service Fusion
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Service Fusion + Smartsheet
Add new Service Fusion estimates to Smartsheet as rows for seamless tracking
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Service Fusion + Smartsheet
Create new rows in Smartsheet when new jobs appear in Service Fusion
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Service Fusion + Smartsheet
Create jobs in Service Fusion from new rows in Smartsheet
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Smartsheet + Service Fusion
Update new rows in Smartsheet when new invoices are created in Service Fusion
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Service Fusion + Smartsheet
Update Smartsheet rows when job statuses get updated in Service Fusion
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Service Fusion + Smartsheet

Update Smartsheet rows as job statuses change in Service Fusion

Details

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Service Fusion + Smartsheet

Add new Service Fusion estimates to Smartsheet as rows for seamless tracking

Details

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Service Fusion + Smartsheet

Create new rows in Smartsheet when new jobs appear in Service Fusion

Details

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Service Fusion + Smartsheet

Create jobs in Service Fusion from new rows in Smartsheet

Details

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Smartsheet + Service Fusion

Update new rows in Smartsheet when new invoices are created in Service Fusion

Details

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Service Fusion + Smartsheet

Update Smartsheet rows when job statuses get updated in Service Fusion

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Service Fusion + Smartsheet

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

Illustration of AI enhancing Zapier workflows with automation and app integrations.

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.

Connect Service Fusion and Smartsheet 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

Start here

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
New Estimate
Triggers when a new Service Fusion estimate is created.
Trigger
Scheduled
Try It
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
- ###Customer Contact Information
- Customer Name
  Required
- First Name
- Last Name
- ###Location Information
- Location Name
- Street 1
- Street 2
- City
- State Prov
- Postal Code
- Is Gated
- Gate Instructions
- ###Job Details Section
- Job Category
- Task Note
- PO#
- Job Source
- Agent/Rep
- ###Job Information Section
- Job Status
  Required
- Start Date
  Required
- Arrival Time Start
- Arrival Time End
- Job Priority
- Assigned Techs
- Notes for Tech
- Completion Notes
- Payment Type
- ###Custom Fields Section
- Custom Fields
Action
Write

- Choose a Sheet
  Required
Trigger
Scheduled
Try It
- Choose a Sheet
  Required
Trigger
Scheduled
Try It

- Choose a Sheet
  Required
- Row
  Required
- File Attachment
  Required
Action
Write
- Choose a Sheet
  Required
- Add Row to Top or Bottom
Action
Write
- Choose a Sheet
  Required
- Choose a Destination Sheet
  Required
- Choose Row
  Required
Action
Write
- Choose a Sheet
  Required
- Choose a Destination Sheet
  Required
- Choose Row
  Required
Action
Write
- Destination
  Required
- Template
  Required
- Copy Cells?
  Required
- Copy Attachments?
  Required
- Copy Discussions?
  Required
- Sheet Name
  Required
Action
Write
- Choose a Sheet
  Required
- Email Address(es)
  Required
- Choose Row
  Required
- Email Subject
- Message
- CC Me?
- Include Attachments ?
- Include Discussions ?
Action
Write
- Choose a Sheet
  Required
- Email Address(es)
  Required
- Access Level
  Required
- Notify via Email?
  Required
- Email Subject
- Message
- CC Me?
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

New Customer
Triggers when a new Service Fusion customer is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new Service Fusion invoice is created.
Trigger
Scheduled
Try It
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
- Choose a Sheet
  Required
Trigger
Scheduled
Try It
- Choose a Sheet
  Required
Trigger
Scheduled
Try It
- Workspace Name
  Required
Action
Write
- Choose a Sheet
  Required
- Row
  Required
- Title
  Required
- Comment
  Required
Action
Write
- Source Folder
  Required
- Destination Folder
  Required
- New Folder Name
  Required
Action
Write
- Workspace
  Required
- New Folder Name
  Required
- What to Include?
- Skip Remap
Action
Write
- Destination
  Required
- Choose a Sheet
  Required
- Copy Cells?
  Required
- Copy Attachments?
  Required
- Copy Discussions?
  Required
- Sheet Name
  Required
Action
Write
- Choose a Sheet
  Required
- Row
  Required
Action
Write
- Choose a Sheet
  Required
- Email Address(es)
  Required
- Format
  Required
- Email Subject
- Message
- CC Me?
- Paper Size
Action
Write
- Choose a Workspace
  Required
- Email Address(es)
  Required
- Access Level
  Required
- Notify via Email?
  Required
- Email Subject
- Message
- CC Me?
Action
Write
Find sheet Row
Find a row in a specified sheet using a query.
Action
Write

Learn how to automate Service Fusion on the Zapier blog

Learn how to automate Smartsheet on the Zapier blog

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

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.

Help

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