Service Fusion integration with SendJim
How to Send QuickSends in SendJim for new Service Fusion jobs
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Send QuickSends in SendJim for new Service Fusion jobs" and then click on "Automate".
-
Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Service Fusion integrations
Service Fusion actions
Nekton can use any feature that is available in Service Fusion API.
Using our advanced AI, you can easily create custom automations for Service Fusion.
Here are some typical actions you can do in your automated workflows.
Create Calendar Task
Creates a new Service Fusion calendar task.
Create Job
Creates a new Service Fusion job.
Create Customer
Creates a new Service Fusion customer.
Job Status Updated
Triggers when a job status is updated.
New Estimate
Triggers when a new Service Fusion estimate is created.
New Job
Triggers when a new Service Fusion job is created.
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.