1.Catches incoming service payload
Integrate Webhooks by Zapier and routing webhooks to parse the raw service payload and map core source fields.
When an incoming service payload arrives, delays can disrupt dispatch planning and slow down field work. This automation catches the payload, extracts and normalizes fields, and creates a new Streak work order record with a linked email threadβso your team can dispatch immediately.
Integrate Webhooks by Zapier and routing webhooks to parse the raw service payload and map core source fields.
Integrate ChatGPT (OpenAI) and data parsing tools to extract normalized fields like claim id, address, phone candidates, and project details.
Integrate Code by Zapier and data formatting tools to normalize phones and zip codes, set default balance, and compute priority.
Integrate Gmail and email search to find a matching thread using the claim identifier and return the thread id.
Integrate Streak and CRM pipelines to map fields into the create action and generate the new work order record.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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David Laderberg, VP of Sales
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Marcelo Lebre, Co-Founder
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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