1.Detects new duty form submission
Integrate Jotform and form submission tools to detect a new weekly duty submission and start operator replacement.
Assign the next on-call operator from your weekly duty form
Automatically watch weekly duty form submissions across Jotform, Microsoft Teams, Formatter by Zapier, and Dialpad. Create and update department operators when weekly duty form submitted, duty roster updated, or operator replacement requested—so you can refresh call routing, keep staffing records current, and reduce manual routing records without manual reporting.
How this automation replaces your on-call operator
When weekly duty form submissions arrive, delays can break call routing and leave staffing rosters outdated. This automation connects Jotform submissions to Microsoft Teams matching, then extracts email, finds the Dialpad user, and updates the Dialpad department operator—so your team can route calls accurately.
Jotform (ジョトフォーム)or swap with your favorite app
2.Finds matching member display entry
Integrate Microsoft Teams and directory tools to search for the submitted name and return the matching member entry.
Microsoft Teamsor swap with your favorite app
3.Extracts email from member entry
Integrate Formatter by Zapier and data parsing to extract the email from the Teams display output for the next lookup.
Formatter by Zapieror swap with your favorite app
4.Finds Dialpad user by email
Integrate Dialpad and CRM-style lookups to find the user record using the extracted email for assignment.
ダイヤルパッドor swap with your favorite app
5.Removes current department operator
Integrate Dialpad and operator management tools to remove the existing operator from the configured department list.
6.Adds operator to department
Integrate Dialpad and call routing tools to add the found user id as the new department operator and set role.
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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Stabilize on-call coverage with automated shift updates, escalation alerts, and handoff notifications
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
ステップ 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
ステップ 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
ステップ 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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