1.Detect new pushed estimate fields
Integrate Zapier Chrome extension and browser triggers to detect pushed estimate details and start an intake workflow.
Create dispatch tasks from pushed estimates for technicians
Automatically convert pushed estimate fields into dispatch intake details across ServiceTitan, Formatter by Zapier, PDF.co, and ClickUp. Create and attach authorization and completion PDFs when new pushed estimate fields arrive or when the estimate is found or when contact and address mapβso you can launch field work, route to the right trade list, and eliminate manual intake paperwork.
How this automation creates dispatch tasks faster
When pushed estimates arrive without complete, dispatch-ready intake details, technicians wait and dispatching slows. This automation searches the estimate, formats contacts and line items, fills both PDFs, and creates a ClickUp task with attachmentsβso your team can dispatch confidently.
Zapier Chrome extensionor swap with your favorite app
2.Searches estimate by ID
Integrate ServiceTitan and CRM data lookups to locate the pushed estimate and retrieve the estimate reference and subtotal.
ServiceTitanor swap with your favorite app
3.Retrieves location and customer
Integrate ServiceTitan and address mapping tools to fetch location records and customer contacts for the dispatch intake.
4.Formats phone and items
Integrate Formatter by Zapier and data parsing tools to extract phone and email and format the items summary.
Formatter by Zapieror swap with your favorite app
5.Fills authorization and completion PDFs
Integrate PDF.co and document automation tools to fill both PDFs and return secure file URLs for attachments.
PDF.coor swap with your favorite app
6.Creates task and attaches PDFs
Integrate ClickUp and task boards to create a dispatch intake task, assign status, and attach both PDF URLs.
ClickUpor swap with your favorite app
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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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