All integrations

Connect First AI Employee to Service Fusion.

Industry software2 routesRoute facts checked August 28, 2026

This page shows every cataloged route for this app and marks the most capable working path. The recommended route works through automation you configure and own.

You authorize and keep control of the provider account. No page view means an account is connected.

Customer-owned Zapier workflow

Recommended: use a customer-owned Zap to map New Lead into Service Fusion Create Customer. Alternative: the dashboard can verify your client ID and secret and show a read-only credential preview, but that preview does not create customers, jobs, or estimates. Job and calendar-task actions need additional account-specific fields and a tested multi-step Zap; normal call events should not be treated as scheduled jobs.

Every available route

More than one route is shown when it adds a real capability or gives you a customer-owned alternative. Recommended means most capable today, not already connected.

Zapier

Customer-owned Zapier workflow

Customer setup required

Recommended route

What it does

Recommended: use a customer-owned Zap to map New Lead into Service Fusion Create Customer. Alternative: the dashboard can verify your client ID and secret and show a read-only credential preview, but that preview does not create customers, jobs, or estimates.

Before you start

Job and calendar-task actions need additional account-specific fields and a tested multi-step Zap; normal call events should not be treated as scheduled jobs.

What it does not do

Job and calendar-task actions need additional account-specific fields and a tested multi-step Zap; normal call events should not be treated as scheduled jobs.

Set it up
  1. Install the private First AI Employee app in Zapier.
  2. Choose New Lead, then Service Fusion Create Customer.
  3. Add Create Job or Create Calendar Task only after mapping the customer-selected fields and testing the Zap.
Provider documentation (opens in a new tab)

Credential preview

Read-only credential preview

Read-only or credential proof

What it does

The dashboard verifies Service Fusion API credentials.

Before you start

Requires the Service Fusion PRO plan and credentials from My Office, Developer Settings, API Credentials.

What it does not do

This preview does not create customers, jobs, or estimates.

Set it up
  1. Create the client ID and secret.
  2. Paste them into Integrations.
  3. Review the verified account before saving.

Set it up: Customer-owned Zapier workflow

Job and calendar-task actions need additional account-specific fields and a tested multi-step Zap; normal call events should not be treated as scheduled jobs.

01

Install the private First AI Employee app in Zapier.

02

Choose New Lead, then Service Fusion Create Customer.

03

Add Create Job or Create Calendar Task only after mapping the customer-selected fields and testing the Zap.

Verify the complete result

Use synthetic data, confirm the downstream record once, and only then activate the workflow.

Account ownership and data boundaries

The route sends only the event fields needed for the action you configure. Provider credentials stay in the approved connection or are sealed by First AI Employee where the guide explicitly says so.

  • Your provider and automation accounts remain yours.
  • A successful transport test is not the same as a verified provider write.
  • The pages never claim a native or two-way sync unless that exact capability exists.

Ready to connect it?

Use the dashboard to authorize your account, select the customer-owned destination, and test the complete downstream result.

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