1.Monitors new booking invites
Integrate Calendly to capture new booking details like booking timestamp and booking type to trigger request creation.
Create service and invoice tickets from customer bookings
Automatically convert Calendly bookings into service request tickets and invoice request tickets across SuperOffice CRM. Create and update records and notify teams when new booking created or booking type selected or invitee details capturedβso you can dispatch work, prepare billing, and keep queues current without manual ticketing.
How this automation accelerates dispatch-ready work orders
When new booking invites arrive, delays can stall dispatch and billing readiness. This automation converts each booking into CRM service and invoice request tickets and notifies the teamβso your operations move from intake to action fast.
Calendlyor swap with your favorite app
2.Formats booking time and IDs
Integrate Formatter by Zapier and transforms tools to format the booking start time and extract numeric identifiers for scheduling.
Formatter by Zapieror swap with your favorite app
3.Matches or creates company and contact
Integrate SuperOffice CRM to search for company and person records and create missing records to link tickets.
SuperOffice CRMor swap with your favorite app
4.Creates service and invoice tickets
Integrate SuperOffice CRM to create service request and invoice-request tickets and connect them by service ticket ID.
5.Posts booking and ticket summary
Integrate Microsoft Teams to send a chat message with booking type, customer name, and ticket IDs to notify dispatch and billing.
Microsoft Teamsor 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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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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