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Quickly connect Service Fusion to Webhooks by Zapier with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Service Fusion with Webhooks by Zapier - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Job Status Updated" from Service Fusion.
Add your action
An action happens after the trigger—such as "Custom Request" in Webhooks by Zapier.
You’re connected!
Zapier seamlessly connects Service Fusion and Webhooks by Zapier, automating your workflow.
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
Try ItTriggerInstant- New Estimate
Triggers when a new Service Fusion estimate is created.
Try ItTriggerPolling - New Job
Triggers when a new Service Fusion job is created.
Try ItTriggerPolling - TypeRequired
- Start DateRequired
- Start Time
- End Date
- End Time
- Task Note
- Assign To (Users)
- Relates To (Customers)
- Relates To (Jobs)
- Relates To (Estimates)
- Privacy
- Recurrence
ActionWrite
- New Customer
Triggers when a new Service Fusion customer is created.
Try ItTriggerPolling - New Invoice
Triggers when a new Service Fusion invoice is created.
Try ItTriggerPolling - New Tech
Triggers when a new Service Fusion tech is created.
Try ItTriggerPolling - Customer NameRequired
- 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
ActionWrite
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Practical ways you can use Service Fusion and Webhooks by Zapier
Track new customers with a webhook.
When a new customer is created in Service Fusion, Zapier can send that information via a webhook to another system of choice, like a CRM or a dashboard. This removes the need for manual data entry and ensures customer records remain up-to-date across platforms.
Business Owner
Sync tech data from Service Fusion to internal tools.
Whenever new technicians are added in Service Fusion, use a webhook to sync their data with internal IT systems. This cuts down on administrative overhead and ensures IT records are always current.
ITUpdate project dashboards with job statuses.
When a job's status is updated in Service Fusion, Zapier sends the information via a webhook to populate or update data into your project management tool. This ensures the team can track progress in real-time without constant check-ins.
Project ManagementLearn how to automate Webhooks by Zapier on the Zapier blog
Frequently Asked Questions about Service Fusion + Webhooks by Zapier integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Service Fusion and Webhooks by Zapier
What is Service Fusion's integration with Webhooks by Zapier?
Service Fusion's integration with Webhooks by Zapier allows users to automate workflows by connecting Service Fusion to various apps within the Zapier ecosystem. This integration utilizes webhooks as triggers or actions to facilitate seamless data transfer between platforms.
How do I set up a trigger for new jobs in Service Fusion using Webhooks by Zapier?
To set up a trigger for new jobs in Service Fusion, you need to create a webhook in your Service Fusion account that sends data to Zapier whenever a new job is created. In Zapier, you'll use this webhook as the trigger event to initiate downstream actions across other connected applications.
Can Webhooks by Zapier create actions based on job status updates in Service Fusion?
Yes, you can create an action that responds to job status updates in Service Fusion. By configuring a webhook that triggers when a job status changes, you can automate notifications or data entries into other systems managed through Zapier.
What types of events can I capture with the Service Fusion webhook triggers?
Our webhook triggers allow you to capture a variety of events from your Service Fusion account, such as new job creations, updates to existing jobs, customer information changes, and more. You can then use these captured events as triggers for automated tasks across your selected apps.
Is it possible to update contacts or customers in Service Fusion through a webhook action via Zapier?
Indeed, it's possible. You can set up actions within Zapier that send updated contact or customer information back into Service Fusion using webhooks, ensuring your database remains current without manual input.
How do we handle authentication for Service Fusion Webhooks in Zapier integrations?
Authentication involves generating an API key from your Service Fusion account which is then used in configuring webhooks through our platform. This API key ensures secure communication and access between systems during integration.
What precautions should be taken when setting up Webhook triggers and actions between Service Fusion and other applications?
When setting up Webhook triggers and actions, ensure that the data being sent and received complies with any applicable regulations such as GDPR. Also, verify that API rate limits are respected to avoid disruptions. Proper error handling mechanisms should also be implemented for smooth operations.
