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Create non-job appointments for sick tech requests daily

Automatically monitor new time off requests across BambooHR and staff the field calendar in ServiceTitan. Create and update when sick time off is requested, sick time off gets approved, or sick time off types qualifyβ€”so you can schedule non job appointments, compute timesheet codes, and block absence windows without manual calendar updates.

How this automation schedules non-job appointment blocks

When a sick time off request lands without automation, absence blocks can be missed and dispatch planning breaks down. This automation filters qualifying requests, computes appointment payloads, and creates non job appointments in ServiceTitanβ€”so your team can plan around real availability.

  1. 1.Detects new time off request

    Integrate BambooHR and HR request processing to filter sick time off requests to eligible records.

    BambooHRor swap with your favorite app
  2. 2.Evaluates request eligibility

    Integrate Filter by Zapier and validation rules to continue only for active employees and qualifying sick time off types.

    Filter by Zapieror swap with your favorite app
  3. 3.Finds employee record

    Integrate BambooHR and HR record lookups to map employee ID to the HR employee number for matching.

    BambooHRor swap with your favorite app
  4. 4.Fetches technician shift windows

    Integrate ServiceTitan and shift schedule search to look up technicians and retrieve requested date shift times.

    ServiceTitanor swap with your favorite app
  5. 5.Computes appointment payloads

    Integrate Code by Zapier and scheduling calculations to compute appointment start, duration, and timesheet code per date.

    Code by Zapieror swap with your favorite app
  6. 6.Creates non-job appointments

    Integrate ServiceTitan and appointment creation to create non job appointment blocks with visibility flags and internal summaries.

    ServiceTitanor swap with your favorite app

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Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

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