Internal Operations
Zip Code to Auto-Create Permit Task
No-Code Flow
30 min
The Problem
Job scheduled in a zip code that requires permits. Nobody remembers. Tech shows up and cannot start work. This automation checks every new job's zip against a permit-required list and auto-creates a task in ServiceTitan to pull the permit before the job date.
How It Works
Input
New job scheduled in ServiceTitan with specific zip code
Transformation
If zip matches permit-required list, auto-creates task in ST to pull permit before job date.
Output
Permit tasks auto-created for every job in permit-required areas. Nothing forgotten.
Importable Templates
Make.comWebhook to Slack notification
PRD
prd here
RolesOffice ManagerDispatcher
IndustriesHVACElectricalRoofingGeneral Contractor
PrinciplesAutomate the Follow-Through