1.Catches incoming installation request
Integrate Webhooks by Zapier and event intake to capture each incoming installation request for dispatch processing.
Create dispatch-ready jobs from incoming SRs and log records
Automatically catch incoming installation requests across Webhooks by Zapier and dispatch tools. Create and update dispatch-ready jobs when installation requests arrive, submission IDs are received, or request dates are formattedβso you can format dates, post service requests, and log records without manual data entry.
How this automation creates dispatch-ready jobs
When incoming installation requests arrive without consistent formatting, dispatch teams waste time untangling details. This automation catches requests, formats submission data, posts the service request to your dispatch API, and logs records for trackingβso your team can dispatch faster.
Webhooks by Zapieror swap with your favorite app
2.Formats requested dates
Integrate Formatter by Zapier and date formatting tools to map the submission date field to a formatted request date.
Formatter by Zapieror swap with your favorite app
3.Consolidates vehicle line items
Integrate Code by Zapier and data transformation tools to combine VINs, job types, and driver notes into one job summary.
Code by Zapieror swap with your favorite app
4.Posts create-service-request
Integrate Webhooks by Zapier and API request tools to create a service request payload from address, contact, date, and summary.
5.Create Spreadsheet Row
Integrate Google Sheets and spreadsheet automation to log submission ID, date, address, contact, job details, and VINs.
Re:plainor swap with your favorite app
6.Creates or updates record
Integrate Airtable and operations tracking to match on submission ID and update fields for dispatch visibility.
Airtableor 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
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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