What do I need to connect Service Fusion?

The Client ID and Client Secret from Service Fusion → My Office → Developer Settings → OAuth Consumer. Mailr checks them against your account before saving, then a 3-step confirm wizard shows real field samples from your own jobs.

Which job statuses can fire mail?

Any of them — Mailr reads your job and estimate status catalogs live, so “Job reaches Completed” or “Estimate reaches Sold” is a dropdown. Add custom-field filters on top.

What does Mailr write back into Service Fusion?

Captured leads, as customers with your “Mailr” referral source. Everything else is read-only: jobs and estimates power triggers, Reactivation, and revenue attribution.

Direct mail on autopilot for Service Fusion.

Paste your Service Fusion Client ID and Secret and Mailr goes to work: jobs reaching a status fire postcards into the right neighborhoods, landing-page leads land in Service Fusion as customers, and sold estimates stop that home getting mail.

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CONNECTED · CLIENT ID + CLIENT SECRET

Jobs inService Fusion activity fires campaigns automatically
Mail out1-of-1 cards to the homes that matter
Leads backCaptured leads write into Service Fusion instantly

Connected in a few clicks

HOW IT CONNECTS

Three steps, and the first one’s the hardest.

01
Connect
Paste the Client ID and Client Secret from Service Fusion → My Office → Developer Settings → OAuth Consumer — validated live against your account before it saves.
02
Confirm
A 3-step confirm-only wizard shows real field samples from your own Service Fusion account — you see your actual data before anything runs.
03
Run
Reactivation, automations, and Auto Follow-Up are live immediately.

The Connect Service Fusion dialog in the Mailr app, opened from the Service Fusion tile on the connect hub — Step 1 — paste the Client ID + Client Secret and Mailr checks it against your account before saving.

The Service Fusion quick-setup wizard, step 2 of 3: where the job address lives in Service Fusion, confirmed before anything runs — Step 2 — the job address, read straight from Service Fusion’s own records and confirmed before anything runs.

WHAT FLOWS BOTH WAYS

Deep, not decorative. Four things run on the connection.

Part of Mailr’s 63 native trigger events across 12 CRMs — with revenue synced back so the attribution dashboard can put a dollar figure on every campaign.

Trigger events

Fire mail off real Service Fusion activity — 5 native events, each filtered by custom fields: “only completed jobs over $8k.”

Reactivation

Mailr imports your closed jobs and customers from Service Fusion — or since a date — then mails the nearest neighbors of every one. The customers source remails your whole book, not just addresses with a closed job.

Lead delivery

Landing-page leads are created as Service Fusion customers at capture time — with the job-site address and your “Mailr” referral source, deduped by email, auto-retried on failure.

Auto suppression

The moment an estimate is sold in Service Fusion, that customer is removed from future mailing audiences. You never pay to advertise to someone you already closed.

HourlyService Fusion has no webhooks, so Mailr sweeps every hour
Attribution window180 days, last touch: the most recent mail to that address gets the credit
Read-only syncMailr only writes the leads you capture; nothing else is touched

SERVICE FUSION TRIGGER EVENTS

Mail that fires itself off Service Fusion activity.

Service Fusion has no outbound webhooks, so Mailr sweeps your account every hour and fires anything new. Every event is deduped, so a re-sweep can never double-mail. Every event takes custom-field filters like “only completed jobs over $8k.”

Job created→ campaign fired

Job reaches a status→ campaign fired

Job completed→ campaign fired

Estimate sold→ campaign fired

Customer created→ campaign fired

+ custom-field filters on every event

The automation editor's Service Fusion trigger card: preset chips, the event, an optional filter, and a plain-English recap of what fires — The trigger card in the automation editor — one-click presets, the Service Fusion event, an optional filter, and a plain-English recap of exactly what fires.

QUESTIONS

The questions Service Fusion shops ask.

What do I need to connect Service Fusion?: The Client ID and Client Secret from Service Fusion → My Office → Developer Settings → OAuth Consumer. Mailr checks them against your account before saving, then a 3-step confirm wizard shows real field samples from your own jobs.
Which job statuses can fire mail?: Any of them — Mailr reads your job and estimate status catalogs live, so “Job reaches Completed” or “Estimate reaches Sold” is a dropdown. Add custom-field filters on top.
What does Mailr write back into Service Fusion?: Captured leads, as customers with your “Mailr” referral source. Everything else is read-only: jobs and estimates power triggers, Reactivation, and revenue attribution.
How fast do triggers fire?: Service Fusion has no outbound webhooks, so Mailr sweeps your account every hour and fires anything new — deduped, so a re-sweep can never double-mail.

THE REST OF THE HAND