STEP 1
Connect Fergus and ServiceMonster
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Fergus and ServiceMonster Integration
Connect Fergus and ServiceMonster to automate project management workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Fergus and ServiceMonster
Detailed info you need to know about Fergus and ServiceMonster integrations in WEXTL. Explore which modules apps support and how you connect them.
Fergus
Job management software for trade businesses covering quotes, jobs, invoicing, and scheduling. [5]
ServiceMonster
Field service management for scheduling jobs, sites, and mobile crews. [6]
How to connect Fergus to ServiceMonster
Set up your Fergus and ServiceMonster integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Fergus and ServiceMonster nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Fergus and ServiceMonster. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Fergus and ServiceMonster work in WEXTL?
WEXTL exposes actions and triggers for Fergus and ServiceMonster that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Fergus triggersServiceMonster actions
Fergus modules
- Accept a QuoteAccepts a quote in the system and confirms the transaction.
- Archive a SiteArchives a site.
- Create a Calendar EventCreates a new calendar event.
- Create a ContactCreates a new contact.
- Create a CustomerCreates a new customer.
- Create a JobCreates a new job in the system.
- Create a Job PhaseCreates a new phase for a job.
- Create a Job QuoteCreates a new quote for a job.
- Create a SiteCreates a new site.
- Create an EnquiryCreates a new enquiry.
- Decline a QuoteDeclines a quote in the service.
- Delete a Calendar EventDeletes a calendar event from the specified calendar.
- Delete a CustomerDeletes an existing customer.
- Finalize a JobMarks a job as finalized.
- Get a Calendar EventRetrieves an existing calendar event.
- Get a ContactRetrieves a specific contact.
- Get a CustomerRetrieves a specific customer.
- Get a Customer InvoiceRetrieves a specific customer invoice.
- Get a FavouriteRetrieves favourites for a specific section.
- Get a JobRetrieves a specific job.
- Get a Job Financial SummaryRetrieves the financial summary for a job.
- Get a Job PhaseRetrieves a specific job phase.
- Get a Job Phase Financial SummaryRetrieves the financial summary for a job phase.
- Get a Job QuoteRetrieves a specific job quote.
- Get a Price BookRetrieves a specific price book.
- Get a Price Book ItemRetrieves a specific price book item.
- Get a Pricing TierRetrieves a specific pricing tier.
- Get a QuoteRetrieves a quote using its GUID.
- Get a SiteRetrieves a specific site.
- Get a UserRetrieves a single user.
- Get an EnquiryRetrieves an enquiry.
- List Calendar EventsRetrieves all calendar events.
- List ContactsRetrieves all contacts.
- List Customer InvoicesRetrieves all customer invoices.
- List CustomersRetrieves all customers.
- List EnquiriesRetrieves all enquiries.
- List FavouritesRetrieves all favourites.
- List Job PhasesRetrieves all phases for a job.
- List Job QuotesRetrieves all quotes for a job.
- List JobsRetrieves all jobs.
- List NotesRetrieves all notes and their replies.
- List Price Book ItemsRetrieves items in a price book.
- List Price BooksRetrieves all price books.
- List Pricing TiersRetrieves all pricing tiers.
- List SitesRetrieves all sites.
- List Stock on HandRetrieves stock on hand across all phases.
- List Stock on Hand by PhaseRetrieves stock on hand for a job phase.
- List Time EntriesRetrieves all time entries.
- List UsersRetrieves all users.
- Make an API CallPerforms an arbitrary authorized API call.
ServiceMonster modules
- Create a JobCreates a new service job for a customer.
- Create a NoteCreates a note in the specified service.
- Create a SiteCreates a new site within the specified platform or service.
- Create a TaskCreates a new task in the specified project or task list.
- Create an EmployeeAdds a new employee to the system.
- Create an OrderCreates an order in the system with specified details.
- Delete a JobDeletes a job in the system.
- Delete a SiteDeletes a site within the specified service.
- Delete a TaskDeletes a task using the specified parameters.
- Delete an EmployeeDeletes an employee from the system.
- Delete an OrderDeletes an order from the specified service.
- Get a JobRetrieves a job from the system.
- Get a NoteRetrieves a note from the service.
- Get a SiteRetrieves information about a specific site.
- Get a TaskRetrieves information about a specific task.
- Get an EmployeeRetrieves an employee based on the provided ID.
- Get an OrderRetrieves an order.
- Get EmployeesRetrieves all employees from the service.
- Get JobsRetrieves all jobs.
- Get NotesRetrieves all notes.
- Get OrdersRetrieves all orders.
- Get TasksRetrieves all tasks.
- List SitesRetrieves all sites.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a JobUpdates a job's details.
- Update a SiteUpdates a specific site with new or modified information.
- Update a TaskUpdates a task with new information provided.
- Update an EmployeeUpdates an employee's details in the system.
- Update an OrderUpdates an order based on the provided details.
- Watch EmployeesTriggers when a new employee is added.
- Watch EventsTriggers when a new event occurs.
- Watch JobsTriggers when a new job is posted or updated.
- Watch NotesTriggers when a new note is created.
- Watch OrdersTriggers when a new order is created.
- Watch SitesTriggers when a new site is detected.
- Watch TasksTriggers when a new task is created or an existing task is updated.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Fergus and ServiceMonster integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Fergus and ServiceMonster.
Connect your Fergus and ServiceMonster accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Fergus's "Watch Calendar Events" fires, WEXTL can "Create a Job" in ServiceMonster. Fergus has 12 triggers (including Watch Calendar Events, Watch Contacts, and Watch Customer Invoices); ServiceMonster has 29 actions (including Create a Job, Create a Note, and Create a Site). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Fergus-to-ServiceMonster automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Fergus (or ServiceMonster) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Fergus + ServiceMonster automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Fergus and ServiceMonster integration.
- Fergus and ServiceMonster integration source code, module specs and credentials implementation.
- Our Fergus and ServiceMonster integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Fergus and ServiceMonster — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Fergus integration information
- ServiceMonster integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library