1.Pull new workshop order row
Integrate PostgreSQL and database querying tools to pull recent workshop orders and map fields to order inputs.
Create maintenance cases from new workshop orders for dispatch
Automatically monitor new workshop orders from PostgreSQL across field service operations. Create and route cases when workshop orders arrive, order rows are added, or order timestamps updateβso you can prevent duplicate cases, enrich dispatch notes, and route each case to dispatch without manual triage.
How this automation routes dispatch-ready cases
When new workshop order rows appear in PostgreSQL, delays can disrupt dispatch planning and create duplicate work. This automation pulls orders, checks duplicates, enriches equipment and materials, and creates a routed case in Zeevβso your team can dispatch faster.
PostgreSQLor swap with your favorite app
2.Runs duplicate check by order number
Integrate Code by Zapier and API tools to call a duplicate-check API and return a match boolean flag.
Code by Zapieror swap with your favorite app
3.Filters out existing matching orders
Integrate Filter by Zapier and workflow rules to continue only when the duplicate-check flag is false.
Filter by Zapieror swap with your favorite app
4.Looks up equipment and materials
Integrate PostgreSQL and lookup queries to enrich equipment attributes and format operations and materials lists.
5.Create case in process engine
Integrate Zeev and case routing tools to create a routed maintenance case from mapped order and asset data.
Zeevor swap with your favorite app
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