1.Detects new intake rows
Integrate Microsoft Excel and spreadsheet intake tools to catch new intake rows and map fields to job attributes.
Create field service jobs from new sheet rows
Automatically monitor new row intake in Microsoft Excel and Webhooks by Zapier across your field service API. Create and update field service jobs when rows are added or contacts are identified or qualifying criteria are metβso you can route work, track job IDs, and keep office updates without manual reporting.
How this automation converts sheet rows into dispatch-ready jobs
When new worksheet rows arrive without a job created, dispatching slows and job identifiers stay scattered. This automation posts intake attributes to your field service API, extracts the created job identifier, and updates the same rowβso your team can track jobs faster.
Microsoft Excelor swap with your favorite app
2.Creates field service job via API
Integrate Webhooks by Zapier and API tools to post intake JSON, extract the created job identifier, and return it to Zapier.
Webhooks by Zapieror swap with your favorite app
3.Updates row with job identifier
Integrate Microsoft Excel and reporting tools to update the same row with the created job identifier and processing status.
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