Create a site survey task from new customer contact
Create a site survey task from new customer contact
New customer contact records often lack site details, leaving crews without address or bin context. Crews receive contact and address immediately so they are dispatched same day.
Workflow preview:
Zap details:
Overview
New contacts often arrive without full site context, which forces manual lookups and slows dispatch. This flow turns each incoming contact into a ready-to-act site task so operations can assign crews and dispatch same day with address and bin details.