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To submit a new Case to Fixify for scheduling, simply check the ‘Submit to Fixify’ field and then save your Case – it will be transmitted to Fixify.
Creating a new field service work order via the Salesforce Adapter
Fixify Adapter works with any layout of a Case and will transmit all the Case’s fields including custom ones. One can then decide what fields will be shown in Fixify based on a simple field-to-field mapping.

Any update to a Case that was previously submitted to Fixify will also trigger an update to Fixify to keep both systems in sync at all times.

To create an event on the assigned technician’s calendar in Salesforce, the scheduler will publish the work in Fixify first.
A designated background integration job that runs on Fixify sends published orders to Salesforce Adapter that in turn creates an event on the assigned technician’s calendar as illustrated:

Creating an event via the Salesforce Adapter
The technician can click the event to open the assigned case.

To simplify the integration, Fixify allows certain mandatory scheduling fields to be automatically populated. For example, on Salesforce Case, select the type of work and Fixify will automatically derive the required qualifications and estimated work duration.

See a demo of a working Salesforce integration.
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