1.Detect permit tagged new jobs
Integrate ServiceTitan and job record systems to retrieve new jobs and link customers to map address and contacts.
Create permit tracking item from new job records
Automatically monitor new job records with configured permit tags across ServiceTitan, AI by Zapier, monday.com, and Microsoft Outlook. Create and update when contact details extract, equipment classification completes, or permit tracking items are created β so you can speed up filings, start scheduling, and coordinate responses without manual coordination.
How this automation accelerates your permit tracking
When a new job with configured permit tag is created since yesterday, manual coordination can stall filings and delay scheduling. This automation retrieves linked customer data, extracts contact details and equipment classifications, creates monday.com permit tracking items, and notifies coordinatorsβso your team can start faster.
ServiceTitanor swap with your favorite app
2.Extract contact details
Integrate AI by Zapier and parsing tools to extract first email and phone to populate phone and email fields.
AI by Zapieror swap with your favorite app
3.Classify installed equipment
Integrate AI by Zapier and text analysis tools to detect installed equipment from the job summary to fill the equipment column.
4.Create permit tracking item
Integrate monday.com and permit tracker boards to create an item and map address, contact, equipment, and due date fields.
monday.comor swap with your favorite app
5.Notify coordinators by email
Integrate Microsoft Outlook and messaging tools to email permit coordinators with mapped details and the monday.com item link.
Microsoft Outlookor swap with your favorite app
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Prevent project delays with automated status updates, inspection scheduling, and approval alerts
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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