1.Monitors new referral emails
Integrate Microsoft Outlook, email search filters, and dispatch inboxes to capture new referral email content for parsing.
Create booking from referral email for dispatch team
Automatically detect new referral emails across Microsoft Outlook and ServiceTitan. Create and update when qualifying referrals arrive, parse booking details, and create dispatch bookingsβso you can avoid manual scheduling and duplicate work.
How this automation converts referrals into dispatch-ready bookings
When referral emails arrive but bookings stay unassigned, dispatch timelines slip and duplicate work grows. This automation monitors new emails, filters qualifying referrals, extracts booking fields, prevents duplicates, and creates ServiceTitan bookingsβso your team can schedule faster.
Microsoft Outlookor swap with your favorite app
2.Matches qualifying referral emails
Integrate Filter by Zapier, email subject rules, and sender criteria to stop non referral messages before parsing.
Filter by Zapieror swap with your favorite app
3.Extracts booking fields from email
Integrate Formatter by Zapier, parsing tools, and data cleaning to extract name, address, services, notes, and referral ID.
Formatter by Zapieror swap with your favorite app
4.Looks up referral ID and dedupes
Integrate Storage by Zapier, key storage, and duplicate checking to lookup the referral ID and create new keys when needed.
Storage by Zapieror swap with your favorite app
5.Creates a dispatch booking
Integrate ServiceTitan, field service booking tools, and contact management to create the booking with address, services, and referral ID.
ServiceTitanor swap with your favorite app
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Accelerate work order dispatching with automated job routing, technician alerts, and schedule updates
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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