1.Monitors form submission created
Integrate Zapier Forms, form mapping tools, and attachment handling to capture submissions and to trigger intake for work order requests.
Create work request and notify staff from submissions
Automatically capture form submission details across Zapier Forms and map work request data to client and scheduling records in Jobber. Create and update work requests when submissions are created or clients match, so you can send SMS confirmations, notify your office, and reduce manual intake paperwork without manual follow-up.
How this automation speeds up your dispatch flow
When a new work request submission is created, intake can stall and schedules get out of date. This automation captures submissions, creates client and work request records, and notifies staff and customersβso you can dispatch sooner.
Zapier Formsor swap with your favorite app
2.Finds or creates client
Integrate Jobber and client directory tools to find a client by email or phone to select an existing client or create a new one.
Jobberor swap with your favorite app
3.Creates work request
Integrate Jobber and service intake tools to create a work request to map summary and timeline and include attachments.
4.Sends SMS confirmation
Integrate RingCentral and messaging templates to send an SMS confirmation to the submitted phone number after request creation.
RingCentralor swap with your favorite app
5.Notifies office by email
Integrate Gmail and email routing tools to send internal notification emails to the configured office address with the request summary.
Gmailor 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
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.
See how teams are automating with Zapier (and loving it!)
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Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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