- Service Automation
- Service Management
- Jobs from deal stages
Create service jobs based on opportunity stage updates
Automatically trigger new service requests whenever a sales opportunity advances through predefined stages. This ensures service teams are promptly notified and equipped to act on the latest sales progress without manual handoffs. By tying pipeline updates directly to job creation, organizations streamline workflows, reduce errors, and accelerate service delivery.
Filter by common apps:
Podio
Filter by Zapier
ServiceM8
HubSpot
LeadConnector
Formatter by Zapier
ServiceTitan
Airtable
Simpro
Email by Zapier
- Create a new job in ServiceM8 when an item is updated in Podio
- Create job in ServiceM8 when deal stage updates in HubSpot
Create job in ServiceM8 when deal stage updates in HubSpot
- Create job in ServiceTitan when opportunity stage changes in LeadConnector
Create job in ServiceTitan when opportunity stage changes in LeadConnector
- Create service jobs in Simpro and update records in Airtable
Create service jobs in Simpro and update records in Airtable
- Create job in ServiceM8, format customer phone number, and notify team via email
Create job in ServiceM8, format customer phone number, and notify team via email