1.Monitor new form submission
Integrate ServiceTitan and input collection tools to capture completed intake form submissions to trigger dispatch scheduling.
Create scheduled job from intake form for dispatch
Automatically capture completed intake form submissions across ServiceTitan and Zapier Tables. Create and update when intake form completes or source fields populate or arrival request recordedβso you can retrieve credentials, normalize arrival windows, and create dispatch jobs without manual dispatch planning.
How this automation creates dispatch-ready work orders
When a completed intake form is submitted, delays can block dispatch scheduling and slow response times. This automation captures submission details and verifies or creates customer and job records and computes arrival windowsβso your team can dispatch faster.
ServiceTitanor swap with your favorite app
2.Maps source to customer fields
Integrate ServiceTitan and field mapping tools to map submission source fields to customer fields for dispatch-ready records.
3.Looks up tenant and campaign config
Integrate Zapier Tables and lookup tools to retrieve tenant settings and campaign values to guide job creation.
Zapier Tablesor swap with your favorite app
4.Normalizes requested start time
Integrate AI by Zapier and time parsing tools to normalize the requested start time into hh:mm AM and PM for scheduling.
AI by Zapieror swap with your favorite app
5.Builds arrival window datetimes
Integrate Formatter by Zapier and date time formatting tools to generate ISO start and end datetimes for an arrival window.
Formatter by Zapieror swap with your favorite app
6.Creates customer and dispatch job
Integrate ServiceTitan and work order tools to create or match a customer and create a job with technician assignment.
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Explore all work order dispatching automations
Accelerate work order dispatching with automated job routing, technician alerts, and schedule updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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