1.Monitor web inquiry emails
Integrate Gmail and email inboxes to detect web inquiry emails and pass the body and attachments for processing.
Create new job and client from web inquiry
Automatically monitor web inquiry emails across Gmail and dispatch updates in Slack. Create and update clients, generate schedulable work requests, and notify dispatch visibilityβso you can avoid manual follow-up.
How this automation accelerates dispatch readiness
When new web inquiry emails match the Gmail search, delays can cause missed jobs and stale schedules. This automation parses lead details and provisions Jobber records and Slack notificationsβso your team can dispatch work faster.
Gmailor swap with your favorite app
2.Parse lead details from email
Integrate AI by Zapier and text parsing tools to determine authenticity and extract ZIP or region for the request flow.
AI by Zapieror swap with your favorite app
3.Sanitize contact fields
Integrate Code by Zapier and data formatting tools to normalize payloads and format phone numbers to clean contact fields.
Code by Zapieror swap with your favorite app
4.Find or create client
Integrate Jobber and customer directory tools to match by email and create new clients with the right state or province.
Jobberor swap with your favorite app
5.Create work request and note
Integrate Jobber and scheduling systems to create a request and internal note from submission details for dispatch.
6.Send dispatch channel message
Integrate Slack and team notifications to post an excerpted request and contact details for dispatch visibility.
Slackor swap with your favorite app
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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
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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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