- Service Automation
- Service Management
- Automate service requests
Process new service requests with confirmations and records
This automation category streamlines the intake and management of service requests by integrating form submissions, ticketing systems, and notification tools. It automates record creation across platforms and delivers timely confirmations to clients and teams. By centralizing requests and updates, it reduces manual work, minimizes errors, and ensures faster response times.
Filter by common apps:
Webhooks by Zapier
Code by Zapier
SmartSuite
Webflow
HubSpot
Gmail
Tally
Airtable
Squarespace Forms
Salesforce
Jotform
Formatter by Zapier
QuickBooks Online
Badger Maps
HelpDesk
Jobber
Jotform Enterprise
Insightly
monday.com
Zoho CRM
- Capture service details, calculate follow up date, and create record in SmartSuite
- Capture form submissions, update contacts, create support tickets, and notify team via email
Capture form submissions, update contacts, create support tickets, and notify team via email
- Receive confirmation emails and create records in Airtable from new Tally submissions
Receive confirmation emails and create records in Airtable from new Tally submissions
- Create service requests in Salesforce from new Squarespace form submissions, and find or create contact records
Create service requests in Salesforce from new Squarespace form submissions, and find or create contact records
- Capture new service requests, format customer names, and manage accounts in QuickBooks and Badger Maps
Capture new service requests, format customer names, and manage accounts in QuickBooks and Badger Maps
- Create service request in Jobber for new HelpDesk support ticket
Create service request in Jobber for new HelpDesk support ticket
- Create and manage service requests in Jobber from HubSpot deal updates
Create and manage service requests in Jobber from HubSpot deal updates
- Capture form submissions, format submission dates, and create service ticket records in Insightly
Capture form submissions, format submission dates, and create service ticket records in Insightly
- Capture form submissions in Jotform, create items and updates in monday.com, and log entries in Zoho CRM
Capture form submissions in Jotform, create items and updates in monday.com, and log entries in Zoho CRM
