1.Detect column value updates
Integrate monday.com and workflow status tools to continue only when the column update qualifies and trigger site job dispatch.
Create site visit jobs and assign site techs
Automatically monitor a specific monday.com column update across SiteCapture and field service tools. Create site jobs and assign site techs when records pass the scheduled filter, so you can generate project containers, dispatch assignments, and notify technicians without manual dispatching.
How this automation assigns site techs fast
When a monday.com column value changes, dispatch delays can stall field teams. This automation filters qualifying work, creates and updates SiteCapture projects, and assigns technicians with site visit and installation containersβso your team can act immediately.
monday.comor swap with your favorite app
2.Filter qualifying scheduled records
Integrate Filter by Zapier and automation rules to continue only for records that match the configured scheduled status.
Filter by Zapieror swap with your favorite app
3.Creates project from job site template
Integrate SiteCapture and mapping fields to create a project and populate contact and external references from the board.
SiteCaptureor swap with your favorite app
4.Updates the created project details
Integrate SiteCapture and address data to update project address and property identifiers using board item details.
5.Creates site visit container
Integrate SiteCapture and template containers to create a site visit container and set the visit title from the job data.
6.Assigns technician and creates report container
Integrate SiteCapture and notification delivery to create installation and report containers, assign the technician role or user, and send an assignment notification.
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