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 is serving now after you authorize your own account.

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

Recommended route

Direct customer and captured Job delivery

After a completed call, First AI Employee matches the customer by exact phone or creates one, then creates one marker-backed Job with the call details. The result is a captured Job, not a scheduled Visit or confirmed calendar booking. An account that requires additional job defaults may reject the minimal Job.

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.

Direct API

Direct customer and captured Job delivery

Serving now

Recommended route

What it does

After a completed call, First AI Employee matches the customer by exact phone or creates one, then creates one marker-backed Job with the call details.

Before you start

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

What it does not do

The result is a captured Job, not a scheduled Visit or confirmed calendar booking. An account that requires additional job defaults may reject the minimal Job.

Set it up

Create the Service Fusion client ID and secret.
Paste both into Integrations.
Complete one non-production call with a caller name and phone.
Confirm the customer and captured Job exist exactly once.

Provider documentation

Zapier

Customer-owned Zapier workflow

Customer setup required

What it does

Preferred when direct delivery is available: connect Service Fusion in the dashboard. First AI Employee verifies the account, matches a customer by exact phone or creates one, and writes one marker-backed Job with the completed-call details. Alternative: a customer-owned Zap can create the customer and add guarded follow-up actions.

Before you start

The direct route needs Service Fusion's PRO plan. It records an unscheduled Job, not a scheduled Visit or confirmed booking, and an account with extra required job defaults may reject the minimal Job. Use the Zapier alternative for account-specific Create Calendar Task steps.

What it does not do

Set it up

When direct delivery is available, paste your Service Fusion client ID and secret in the dashboard.
Confirm the connection, then let eligible completed calls match or create the customer and write one marker-backed Job.
Use the customer-owned Zapier alternative when direct API access is unavailable or when you need a tested calendar-task flow with account-specific fields.

Provider documentation

Set it up: Direct customer and captured Job delivery

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

Create the Service Fusion client ID and secret.

Paste both into Integrations.

Complete one non-production call with a caller name and phone.

Confirm the customer and captured Job exist exactly once.

Verify the complete result

Confirm the exact-phone customer and marker-backed Job appear exactly once, and do not describe the result as a scheduled Visit.

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.

Open Integrations in your dashboard Browse all app guides