1.Catches published job payload
Integrate Webhooks by Zapier and project boards to receive job payloads and extract customer and crew details to power appointment messaging.
When published job payloads arrive but confirmations are handled manually, customers miss arrival details and teams waste time on status follow-ups. This automation captures job payloads, formats attendee and arrival-window text, sends confirmation emails, and posts confirmation comments—so your team can confirm with confidence.
Integrate Webhooks by Zapier and project boards to receive job payloads and extract customer and crew details to power appointment messaging.
Integrate Formatter by Zapier and date tools to clean crew names and format appointment time and arrival-window text to prepare email content.
Integrate Microsoft Outlook and email templates to send attendee names and arrival-window details to the customer to deliver confirmation.
Integrate Trello and status notes to create a comment on the originating card with attendee and arrival-window text to log confirmation.
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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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