1.Catch job notification payload
Integrate Webhooks by Zapier to receive the incoming job notification payload and map submission fields to workflow context.
Create CRM contact and request review via SMS
Automatically catch incoming job notifications across Webhooks by Zapier, Formatter by Zapier, Filter by Zapier, OneLocal LocalContacts, and OneLocal LocalReviews. Create and update when job notification received, new service reference created, or job details submittedβso you can create contacts, schedule SMS review requests, and request feedback without manual follow-up.
How this automation creates review-ready CRM contacts
When job notifications arrive without a tight timing check, missed review windows can hurt reputation. This automation formats local time, creates OneLocal contacts, and sends SMS feedback requestsβso your team can act fast.
Webhooks by Zapieror swap with your favorite app
2.Format timestamp to local time
Integrate Formatter by Zapier and reporting tools to convert the trigger timestamp into a local HH:mm time value for checks.
Formatter by Zapieror swap with your favorite app
3.Check business-hours window
Integrate Filter by Zapier and scheduling rules to confirm the formatted time falls within configured business hours.
Filter by Zapieror swap with your favorite app
4.Create or match CRM contact
Integrate OneLocal LocalContacts and CRM contact databases to create or match a contact by email and enable subscriptions.
OneLocal LocalContactsor swap with your favorite app
5.Delay until 9:00 AM local
Integrate Delay by Zapier and local timing rules to pause off-hours jobs until 9:00 AM local for sending.
Delay by Zapieror swap with your favorite app
6.Create SMS feedback request
Integrate OneLocal LocalReviews and survey workflows to create an SMS review request using the configured survey.
OneLocal LocalReviewsor swap with your favorite app
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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Step 1
Connect your tools
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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.
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