1.Monitors new form entries
Integrate WPForms and form data tools to detect estimate submissions and extract client name, contact, address, and frequency.
Create job requests and client records from cleaning forms
Automatically monitor new estimate submissions in WPForms across WPForms, Formatter by Zapier, and Jobber. Create and update when estimate submission arrives, form entry received, or frequency submittedβso you can format phones, create client records, and generate work requests without manual data entry.
How this automation builds ready-to-dispatch work requests
When a new WPForms estimate submission arrives, delays can happen while office staff retype details for dispatch. This automation formats contact data, creates client records, and generates tagged work requests and notesβso your team can schedule faster.
WPFormsor swap with your favorite app
2.Formats submitted phone numbers
Integrate Formatter by Zapier and data cleanup tools to format submitted phone numbers into E.164 for downstream matching.
Formatter by Zapieror swap with your favorite app
3.Creates client in Jobber
Integrate Jobber and CRM data tools to create a client and return a client ID for the work request.
Jobberor swap with your favorite app
4.Tags client and creates work request
Integrate Jobber and task tracking tools to tag the client, create a work request, and store a note with frequency and source.
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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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