1.Monitor deal stage column changes
Integrate monday.com and project boards to detect Specific column value changed for dispatch-stage updates.
Apply job status to field service system from board
Automatically monitor configured deal stage changes across monday.com and dispatch systems. Create and update dispatch job statuses when stage changes, won stage selected, or lost stage selected—so you can update field job status, route mapped outcomes, and handle API failures without manual dispatch updates.
How this automation updates your field job statuses
When Specific column value changed happens for a configured deal stage, delays can leave crews working from outdated information. This automation maps board stage values and calls your dispatch API to update matched jobs—so your team gets accurate work order status automatically.
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2.Retrieves stored dispatch API token
Integrate Storage by Zapier and token storage to retrieve an API token for authorization headers.
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3.Routes only configured deal stages
Integrate Filter by Zapier and stage mapping rules to continue only for configured stages like won and lost.
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4.Updates the matched dispatch job
Integrate Code by Zapier and dispatch system APIs to search jobs and apply the mapped status via update calls.
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