1.Captures new scheduled job details
Integrate Housecall Pro and booking tools to capture booking details and a customer identifier for dispatch routing.
Send regional job alerts to contractor pickup groups
Automatically detect new scheduled jobs across Housecall Pro and route them to regional contractor pickup groups using Slack and Zapier storage. Create and update when notification flags are checked and region tags are matchedβso you can prevent duplicate alerts, route job details faster, and mark sent status without manual duplicate-checking.
How this automation protects duplicate job alerts
When new scheduled jobs appear, delays can cause repeated outreach and slow handoffs to regional contractor pickup groups. This automation checks notification flags and routes region messages and writes sent statusβso your team can dispatch work without duplicate-checking.
Housecall Proor swap with your favorite app
2.Looks up notification key by customer
Integrate Storage by Zapier and lookup tools to map the booking customer ID to a lookup key to check prior notifications.
Storage by Zapieror swap with your favorite app
3.Filters out already notified records
Integrate Filter by Zapier and rule tools to stop when a sent flag exists and continue when it is empty.
Filter by Zapieror swap with your favorite app
4.Routes by booking region tags
Integrate Paths by Zapier and Slack to branch by region tags and post mapped booking fields to the right regional channel.
Paths by Zapieror swap with your favorite app
5.Creates sent flag to prevent duplicates
Integrate Storage by Zapier and storage tools to map the booking customer ID and create a sent flag for future runs.
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