Skip to main content

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Learning Resources
All of our best learning resources can be found here.

Featured Articles Show & Tell Zapier's products AI Hub Zapier Tools Hub

Share your knowledge
Give back to the Community by sharing your automation wins and helping to answer questions.

Share your success See unanswered questions User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

Question

How do I lookup prior customers in Service Fusion to prevent creating duplicates?

  • December 19, 2023
  • 1 reply
  • 66 views
R

Has anyone been able to figure out how to lookup prior customers in Service Fusion? Currently it seems we can only create New Clients which can lead to duplicates being created.

    This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

    1 reply

    Troy Tessalone
    Zapier Orchestrator & Solution Partner
    Forum|alt.badge.img+14
    • Troy TessaloneZapier Orchestrator & Solution Partner
    • Zapier Orchestrator & Solution Partner
    • December 19, 2023

    Hi @Ruby Receptionists 

    You’d likely have to use the ServiceFusion API: https://docs.servicefusion.com/

    Help:

     

    ⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
    Terms & ConditionsAccessibility statement