1.Detect scheduling stage entry
Integrate Streak to detect box stage changes for scheduling stage entries and trigger downstream routing.
Assign sourcing team members when job moves to scheduling
Automatically monitor Streak box stage changes across Zapier Tables rotation scopes and scheduling workflows. Automatically update job ownership when job enters scheduling stage or when sourcing jobs are detected or when box stage changesβso you can look up rotation availability, select the best assignee, and update the owner without manual assignment.
How this automation assigns schedulers a ready owner
When a job enters the scheduling stage, delays can block coordinators and create last-minute ownership churn. This automation filters sourcing jobs, selects an available teammate from your rotation, and updates the job owner in Streakβso your team can route work without manual assignment.
Streakor swap with your favorite app
2.Checks sourcing job details
Integrate Filter by Zapier and job-type rules to continue only for sourcing-type jobs and exclude installation appointment types.
Filter by Zapieror swap with your favorite app
3.Pauses one minute for stability
Integrate Delay by Zapier and scheduling safeguards to pause 1 minute and avoid race conditions with concurrent updates.
Delay by Zapieror swap with your favorite app
4.Finds rotation records
Integrate Zapier Tables and table search tools to find rotation records by pod or tier and availability.
Zapier Tablesor swap with your favorite app
5.Selects weighted assignee
Integrate Code by Zapier and selection logic tools to weight candidates by status and exclude current assignees.
Code by Zapieror swap with your favorite app
6.Edits box owner field
Integrate Streak and record updates to map the selected email to the assigned owner field and append sharing entries.
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