1.Detect paid job event
Integrate Urable and contact management tools to capture the paid-job payload and start a consistent CRM add flow.
Add paid job customers to post-sale CRM list
Automatically monitor paid job events across Urable and webhooks to your CRM endpoint. Create and update CRM contact data when paid job marked paid, payment recorded, or job status updatedβso you can format drop-off dates, extract numeric amounts, and add customers to post-sale lists without manual data entry.
How this automation adds customers to post-sale CRM lists
When a job is marked paid, delays can leave contacts missing from post-sale follow-up. This automation formats drop-off details, extracts numeric payment amounts, and posts CRM payloads so your team can keep lists current without manual reconciliation.
Urableor swap with your favorite app
2.Format drop-off date time
Integrate Formatter by Zapier and date normalization tools to map timestamps into readable drop-off date and date-time fields.
Formatter by Zapieror swap with your favorite app
3.Extract numeric amounts
Integrate Formatter by Zapier and payment parsing tools to map total and subtotal strings into numeric payment values.
4.Post to CRM endpoint
Integrate Webhooks by Zapier and CRM fields to post contact and transaction details with job notes, dates, and line items.
Webhooks by Zapieror swap with your favorite app
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