Create scheduled site visit event and move row to tracker
Create scheduled site visit event and move row to tracker
Your site visit requests sit in the offers sheet, requiring manual row moves and causing missed calendar entries. It creates calendar events and moves rows so schedulers see accurate schedules same day.
Workflow preview:
Zap details:
Overview
When offer rows require manual copying, schedulers waste hours and bookings slip through the cracks. This flow turns incoming booking posts into calendar events and tracked inspection rows so your schedulers have accurate schedules the same day.