1.Captures new form entry
Integrate WPForms and form capture tools to collect submission fields and route work into the booking flow.
Create service bookings from commercial form entries fast
Automatically capture new commercial form entries across WPForms and dispatch-ready field service systems. Create and update service bookings when commercial details submitted, service options selected, or contact info enteredβso you can format addresses, match customers, and book jobs without manual booking setup.
How this automation creates service bookings faster
When new form entries happen, delays can slow down dispatch and same-day work. This automation captures submission fields, transforms address inputs, finds customers, and creates service bookingsβso your team can dispatch without manual setup.
WPFormsor swap with your favorite app
2.Transforms address selection
Integrate Formatter by Zapier and mapping rules to choose billing or service address and prepare dispatch-ready outputs.
Formatter by Zapieror swap with your favorite app
3.Finds or creates customer
Integrate ServiceTitan and customer lookup tools to search by phone and create a new customer when no match is found.
ServiceTitanor swap with your favorite app
4.Creates booking via branching
Integrate Paths by Zapier and booking routing logic to branch and create service bookings with job start and source details.
Paths by Zapieror 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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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