1.Detect sub-zap started event
Integrate Sub-Zap by Zapier to capture the drawing version payload to trigger field-capture processing.
Create completed site drawing record in CRM system
Automatically detect the Sub-Zap started event across Salesforce and Webhooks by Zapier. Get instant structured drawing records when field-capture payloads are ready or linked appointments existβso you can create CRM entries, validate parsed fields, and reduce manual data entry.
How this automation creates completed drawing records
When sub-zap started events happen, drawing details often stay incomplete until someone enters them manually. This automation fetches field-capture data, parses it, and creates linked Salesforce drawing recordsβso your team can move work forward with complete CRM entries.
Sub-Zap by Zapieror swap with your favorite app
2.Find drawing record by version id
Integrate Salesforce to search the configured drawing object by drawing version id to locate matches.
Salesforceor swap with your favorite app
3.Get field-capture API response
Integrate Webhooks by Zapier and APIs to call your field-capture endpoint to retrieve JSON payload data.
Webhooks by Zapieror swap with your favorite app
4.Parse payload into CRM-ready fields
Integrate Code by Zapier and data parsing tools to normalize payload fields and extract line items and totals.
Code by Zapieror swap with your favorite app
5.Find appointment by project id
Integrate Salesforce and CRM record lookup tools to locate the related appointment by project id for linking.
6.Create drawing record with parsed data
Integrate Salesforce and CRM record creation to map totals, comments, snapshots, and ready flag to create the drawing record.
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Step 1
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Step 2
Define the trigger
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Step 3
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