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Create dispatch and notify team from SMS reply

Automatically monitor new incoming SMS replies across ClickSend SMS, Formatter by Zapier and Code by Zapier, Google Sheets, Airtable, and Axiom.ai. Automatically create and update dispatch jobs and notify the crew and sender when PO codes are detected, tech names are provided, or a match is foundβ€”so you can dispatch work, assign techs, and confirm details without manual dispatching.

How this automation dispatches work from SMS replies

When incoming SMS replies arrive without a dispatch update, work orders stall and crew coordination breaks down. This automation monitors SMS replies, extracts PO and tech details, verifies matches, updates job status, and sends confirmation textsβ€”so your team can dispatch faster.

  1. 1.Detects new incoming SMS

    Integrate ClickSend SMS and messaging intake tools to capture each incoming reply and sender number for dispatch updates.

    ClickSend SMSor swap with your favorite app
  2. 2.Extracts PO and tech fields

    Integrate Formatter by Zapier and Code by Zapier to clean message text, extract the PO code and tech name, and normalize phone numbers.

    Code by Zapieror swap with your favorite app
  3. 3.Looks up work order row

    Integrate Google Sheets and lookup data tools to find the matching PO row and return dispatch flags and job details.

    Google Sheetsor swap with your favorite app
  4. 4.Verifies tech record

    Integrate Airtable and directory tools to find the tech by cleaned full name and continue only with a single match.

    Airtableor swap with your favorite app
  5. 5.Updates job status and schedule

    Integrate Axiom.ai and dispatch scheduling tools to update job status, assign tech, and set rounded start time and date.

    axiom.aior swap with your favorite app
  6. 6.Sends crew and sender SMS

    Integrate ClickSend SMS to send a crew confirmation and a brief message back to the original sender with the job summary.

    ClickSend SMSor 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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  2. Step 2

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