1.Captures new form payload
Integrate Unbounce and form mapping tools to capture form payloads and map contact fields to customer and job notes
Create job and customer from landing form
Automatically capture new form submissions across Unbounce and Webhooks by Zapier. Create and update customer and service jobs when submissions arrive, emails match, or service details are presentβso you can streamline dispatch intake, keep jobs consistent, and log notes without manual intake tracking.
How this automation protects dispatch intake
When landing form submissions require manual checking, dispatch work can stall and customers get duplicated. This automation captures submissions, looks up or creates customer records, and posts service jobsβso your team can route work immediately.
Unbounceor swap with your favorite app
2.Looks up customer by email
Integrate Webhooks by Zapier and API query tools to query your field service system for an existing customer by email
Webhooks by Zapieror swap with your favorite app
3.Branches on match status
Integrate Filter by Zapier and decision logic tools to continue only for qualifying records across match and no match paths
Filter by Zapieror swap with your favorite app
4.Creates customer and job
Integrate Webhooks by Zapier and service job data to create a new customer and post a linked job with mapped service details
5.Creates job for existing customer
Integrate Webhooks by Zapier and job creation tools to post a job referencing the found customer id and add submission notes
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Explore all work order dispatching automations
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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