STEP 1
Select Service Fusion in workflow
Pick Service Fusion app in the workflow builder [4] - just one click to select the app.
Service Fusion Integration
Field service management software for home-service contractors. Connect Service Fusion project activity to workflows that keep stakeholders and delivery tools up to date. Start from Watch New Calendar Tasks, then use Find Available Time Slots or Get a Calendar Task to move work forward.
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Supported triggers and actions for Service Fusion integration
Triggers can detect changes in Service Fusion and run actions that can create, search or modify data inside Service Fusion automatically [3] — exactly how you set them.
- Watch New Calendar TasksTriggers when a new calendar task is created.
- Watch New CustomersTriggers when a new customer is created.
- Watch New EstimatesTriggers when a new estimate is created.
- Watch New InvoicesTriggers when a new invoice is created.
- Watch New JobsTriggers when a new job is created.
- Watch New TechniciansTriggers when a new technician is added.
- Watch Updated CustomersTriggers when a customer is created or changed.
- Watch Updated EstimatesTriggers when an estimate is created or changed.
- Watch Updated InvoicesTriggers when an invoice is created or changed.
- Watch Updated JobsTriggers when a job is created or changed, including a status change.
- Find Available Time SlotsFinds open time slots for technicians and crews.
- Get a Calendar TaskReturns a single calendar task.
- Get a CrewReturns a single crew.
- Get a CustomerReturns a single customer.
- Get a JobReturns a single job.
- Get a Job CategoryReturns a single job category.
- Get a Job StatusReturns a single job status.
- Get an EstimateReturns a single estimate.
- Get an InvoiceReturns a single invoice.
- Get a Payment TypeReturns a single payment type.
How to integrate Service Fusion in automation workflow?
3 simple steps to make your Service Fusion connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
STEP 2
Connect Service Fusion
When prompted, authorize access to Service Fusion in WEXTL once. Service Fusion credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your Service Fusion account. Approve?
STEP 3
Build a workflow
Build your workflow with Service Fusion yourself or with WEXTL® AI Builder. Connect Service Fusion to any available integrations [5], or use HTTP node to go beyond them.
Service Fusion
How Service Fusion connects and integrates with WEXTL
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Service Fusion app is called in workflows. That allows your project management automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Service Fusion supports.
The following table illustrates what fields Service Fusion integration require during authorization flow inside our workflow builder [4].
Connect Service Fusion
Client ID*Text
••••••••
Client Secret*Text
••••••••
Demonstration of Service Fusion connection step inside WEXTL Workflow Builder [4].
| Field | Type | Help |
|---|---|---|
Client IDRequired | text | In Service Fusion, open My Office, then Developer Settings, then API Credentials, and copy the Client ID. The API needs the Pro plan. A 403 can also mean the other connection type is needed or the endpoint is not open to this account. |
Client SecretRequired | password | Copy the Client Secret from the same API Credentials page. Regenerating it in Service Fusion stops this connection until you update it here. |
Connect Service Fusion to popular apps on WEXTL
Enter a name of the other app you want to sync with Service Fusion below. Click on selected app to explore integration options with Service Fusion. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Example automation with Service Fusion integration
Select Watch New Jobs trigger from Service Fusion - this will be a starting point in your automation. Whenever event happens in Service Fusion, workflow will start [7] from Watch New Jobs node.
Search for Create a Customer, connect it as the next step of integration sequence. You can use filters between Watch New Jobs and Create a Customer, so only important data pass from Watch New Jobs to the next step. WEXTL gives you full control over the process of Service Fusion automation. All parts of workflow are visible on the canvas [4].
Service Fusion on WEXTL has 41 modules for building project management automations. Explore Service Fusion documentation for more.
Service Fusion
Watch New Jobs
BigChange
Performs action
OR
BigChange
Triggers
Service Fusion
Create a Customer
Demonstration of how visual Service Fusion automation [6] looks in WEXTL.
Frequently asked questions
Common questions about automating Service Fusion in your workflows.
Service Fusion has 10 triggers, including "Watch New Calendar Tasks", "Watch New Customers", and "Watch New Estimates", and more. Triggers are start points of the workflow, and automations may start from them.
Integration has 31 actions, including "Find Available Time Slots", "Get a Calendar Task", and "Get a Crew", and more. Refer to our Service Fusion Documentation for detailed inputs and outputs.
No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].
Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.
The Service Fusion integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Service Fusion official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.
Absolutely. Where Service Fusion provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Service Fusion or any other service sends event to webhook URL.
WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Service Fusion inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Service Fusion modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.
References
List of sources used to gather information about the Service Fusion integration.
- Service Fusion integration source code, module specs and credentials implementation.
- Internal Service Fusion integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official Service Fusion vendor API documentation — 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.
- WEXTL® Apps Library
- WEXTL® Service Fusion App Documentation
- WEXTL® Workflow Scheduler
- WEXTL® HTTP node documentation