Create client and order from incoming inquiry email
Create client and order from incoming inquiry email
Your inspection inquiry emails land unstructured, delaying client setup and causing duplicate entries. Get client records and inspection orders ready for dispatch the same day.
Workflow preview:
Zap details:
Overview
Inbound web-form emails often arrive as messy messages that slow schedulers and create duplicate work. This flow converts each commercial inquiry into a client record and inspection order so your operations team can dispatch the right inspector the same day and reduce manual entry.