Close + ServiceTitan
Create ServiceTitan customers from new Close leads in real-time
Effortlessly streamline your sales process by connecting Close with ServiceTitan using this workflow. Whenever you have a new lead in Close, it will instantly create a customer in ServiceTitan, allowing you to manage contacts and stay organized efficiently. Save time and maintain consistency across platforms with this powerful automation.
Effortlessly streamline your sales process by connecting Close with ServiceTitan using this workflow. Whenever you have a new lead in Close, it will instantly create a customer in ServiceTitan, allowing you to manage contacts and stay organized efficiently. Save time and maintain consistency across platforms with this powerful automation.
- When this happens...
New LeadTriggers when a new lead is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create CustomerCreates a new customer
ActionWriteCreate a new record or update an existing record in your app.
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New Call Recording
Triggers when a new call recording or voicemail is added to Close.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Trigger ActionsRequired
Custom Object TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Limitations
Lead Smart View
(deprecated) Search Query
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote Contains Words Starting With...
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planStatus ID
Status Label
Status Type
Value Period
Assigned to User
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Unsubscribed Email
Triggers when a new email address is unsubscribed from Close.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead IDRequired
Address Label
Address 1
Address 2
City
State
Zipcode
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Call IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source Lead IDRequired
Destination Lead IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Send Done EmailRequired
TypeRequired
Lead Smart View or (deprecated) Search QueryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Action TypeRequired
Smart View or (deprecated) Search QueryRequired
Workflow ID
Send Done EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead
Name
Title
Url
Office Phone
Mobile Phone
Home Phone
Direct Phone
Fax Phone
Other Phone
Office Email
Home Email
Direct Email
Other Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Custom Object TypeRequired
Custom Object NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Export TypeRequired
FormatRequired
Lead Smart View or (deprecated) Search Query
Fields
Include Activities
Include Smart Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company Name
Description
URL
Status
Contact Name
Contact Title
Contact Office Email
Contact Direct Email
Contact Home Email
Contact Other Email
Contact Office Phone
Contact Direct Phone
Contact Mobile Phone
Contact Home Phone
Contact Fax Phone
Contact Other Phone
Contact URL
Address Label
Address Street 1
Address Street 2
Address City
Address State
Address ZIP Code
Address Country
Note
Text
Note
Task Text
Task Due Date
Task Assignee
Note
Opportunity Status
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Date
Opportunity Note
Opportunity User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead Smart View or (deprecated) Search QueryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity Query
Lead Smart View or (deprecated) Search Query
Status Types
Statuses
User IDs
Start Date
End Date
Or Use a Date Range Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User ID
Start Date
End Date
Or Use a Date Range Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
QueryRequired
Share With Specific Users
Or Share With Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Report TypeRequired
Lead Smart View or (deprecated) Search Query
Start Date
End Date
Or Use a Date Range Label
User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Group(s) to Select From
Availability
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Phone NumberRequired
Call Forwarding Enable/DisableRequired
Forward to Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Call IDRequired
Contact
Text
Phone Number
Duration
Outcome
Recording URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom Activity IDRequired
Custom Activity TypeRequired
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Company Name
Description
Url
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity IDRequired
Assigned to User
Contact ID
Status
Confidence
Value
Value Period
Close Date
Notes
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Smart View IDRequired
Name
Query
Share With Specific Users
Or Share With Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Text
User ID
From Email Or Domain
From Name
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom Activity TypeRequired
Status
Lead ID
Search by Custom Activity ID
ActionThis is an event a Zap performs.SearchFind existing data in your appGroup Name
Group ID
ActionThis is an event a Zap performs.SearchFind existing data in your appResult LimitRequired
Date
Assigned To
Status
Title
Lead ID
Search by Meeting ID
ActionThis is an event a Zap performs.SearchFind existing data in your appOpportunity Status ID
Opportunity Status Type
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Close Date
Opportunity User
Opportunity Note
Opportunity Lead ID
Or Search by Opportunity ID
ActionThis is an event a Zap performs.SearchFind existing data in your appAssigned To
Due Date
Description
Is Complete
Lead ID
Or Search by Task ID
ActionThis is an event a Zap performs.SearchFind existing data in your appResult LimitRequired
Lead ID
User ID
Direction
Message Text
External WhatsApp Message ID
Local Phone
Remote Phone
Search by WhatsApp Message ID
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom Activity TypeRequired
Status
LeadRequired
Search by Custom Activity ID
Custom Activity TypeRequired
Created By User
StatusRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCompany Name
Company Name Matching
Company URL
Email
Phone
Or Search by Lead ID
Or Use a Custom Search Query
Company Name
Description
URL
Status
Contact Name
Contact Title
Contact Office Email
Contact Direct Email
Contact Home Email
Contact Other Email
Contact Office Phone
Contact Direct Phone
Contact Mobile Phone
Contact Home Phone
Contact Fax Phone
Contact Other Phone
Contact URL
Address Label
Address Street 1
Address Street 2
Address City
Address State
Address ZIP Code
Address Country
Note
Text
Note
Task Text
Task Due Date
Task Assignee
Note
Opportunity Status
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Date
Opportunity Note
Opportunity User
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOpportunity Status ID
Opportunity Status Type
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Close Date
Opportunity User
Opportunity Note
Lead
Or Search by Opportunity ID
StatusRequired
Confidence
Value
Value Period
Close Date
Note
User
Contact ID
Attachments
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundResult LimitRequired
Lead ID
User ID
Direction
Message Text
External WhatsApp Message ID
Local Phone
Remote Phone
Search by WhatsApp Message ID
Lead IDRequired
Contact IDRequired
DirectionRequired
Message TextRequired
Local PhoneRequired
Remote PhoneRequired
External WhatsApp Message IDRequired
Integration Link
Response To Activity ID
Activity At
Attachments
Send to Inbox
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAppointments IDs (maximum 50)
Job Id
Project Id
Appointment Number
Appointment Status
Technician Id
Customer Id
Appointments starts on or after
Appointments starts before
Appointments modified before
Appointments modified on or after
Appointments created on or after
Appointments created before
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planActive
Modified On Or After
Modified Before
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCustomers IDs (maximum 50)
Created before
Created on or after
Modified before
Modified on or after
Name
Street
Unit
City
State
Zip
Country
Phone
Active
External data application Guid
External data key
External data values
Tag Types
Tag Type Match Condition
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planEstimates IDs (maximum 50)
Job
Project
Job Number
Sold By
Sold By Employee
Active
Status
Total greater
Total less
Sold after
Sold before
Created before
Created on or after
Modified before
Modified on or after
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planInvoices IDs (maximum 50)
Invoice Status
Batch
Batch number
Job
Business Unit
Customer
Total greater
Total less
Invoiced On Before
Invoiced On Or After
Invoice Review Status
Invoice Assigned to Ids
Modified On Or After
Modified Before
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planJobs IDs (maximum 50)
Job number
Project Id
Job Status
Appointment Status
Job Type
Business Unit
Customer Id
Location Id
Technician Id
Appointment Starts Before
Appointment Starts On Or After
Created Before
Created On Or After
Modified Before
Modified On Or After
Completed Before
Completed On Or After
Tag Types
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planLeads IDs (maximum 50)
Modified Before
Modified On Or After
Customer Id
Is Prospect
Without Customer
Status
Customer City
Customer State
Customer Zip
Customer Created On Or After
Customer Created Before
Customer Modified On Or After
Sort
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planEquipment IDs
Modified On Or After
Modified On Or Before
Active
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planApplied to invoices
Applied to reference number
Status
Business unit ids
Transaction type
Customer Id
Total greater
Total less
Modified before
Modified on or after
Created before
Created on or after
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTechnician Ids (maximum 50)
Technician name
Technician active
Created before
Created on or after
Modified before
Modified on or after
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planEquipment IDs
Modified On Or After
Modified On Or Before
Active
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCustomers
Tag Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project Id to attach jobRequired
ID of job to attach to projectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID of job for new appointmentRequired
Start date/timeRequired
End date/timeRequired
Arrival window start date/time
Arrival window end date/time
Technicians Ids
Special instructions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Booking ProviderRequired
SourceRequired
NameRequired
Street
Unit
City
State
Zip
Country
Type
Value
Memo
Type
Value
Memo
Customer Type
Start
SummaryRequired
Campaign
Business Unit
Job Type
Priority
Is First Time ClientRequired
Send Confirmation Email
External IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
TypeRequired
ValueRequired
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Employee NameRequired
Mobile Phone
Office phone
EmailRequired
Login (Username)
Account creation methodRequired
Business Unit Id
User role IdRequired
List of company positionsRequired
Azure Active Directory User Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Location IdRequired
Name
Installed On
Serial Number
Memo
Manufacturer
Model
Cost
Manufacturer Warranty Start
Manufacturer Warranty End
Service Provider Warranty Start
Service Provider Warranty End
Custom field Id
Value
Custom field Id
Value
Custom field Id
Value
Alias
File Name
Type
Alias
File Name
Type
Alias
File Name
Type
Tag Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IdRequired
Location IdRequired
Business UnitRequired
Project
Estimate
Job Type Required
PriorityRequired
CampaignRequired
StartRequired
EndRequired
Arrival Window Start
Arrival Window End
Technician Ids
Summary
Custom field Id
Value
Custom field Id
Value
Custom field Id
Value
Tag Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NoteRequired
Pin To Top
Job or Project NotesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BookingRequired
Landing Page UrlRequired
Referrer UrlRequired
Google Click Identifier
Facebook Click Identifier
Microsoft Click ID
UTM source
UTM medium
UTM campaign
UTM ad group
UTM term
UTM content
Google Analytics id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Landing Page UrlRequired
Referrer UrlRequired
Google Click Identifier
Facebook Click Identifier
Microsoft Click ID
UTM source
UTM medium
UTM campaign
UTM ad group
UTM term
UTM content
Google Analytics id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Email
Phone Number
Street
Unit
City
State
Zip
Country
Summary
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
CustomerRequired
Street
Unit
City
State
Zip
Country
Latitude
Longitude
Type
Value
Memo
Type
Value
Memo
Custom field Id
Value
Custom field Id
Value
Custom field Id
Value
Tag Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TechnicianRequired
StartRequired
DurationRequired
NameRequired
Timesheet CodeRequired
Summary
Clear Dispatch Board
Clear Technician View
Remove Technician From Capacity Planning
Days of Week
Repeat
Repeat Frequency
Repeat Interval
End Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LocationRequired
Estimate
Job
Name
Summary
Status Id
Sub Status Id
Start Date
Target Completion Date
Actual Completion Date
Custom field Id
Value
Custom field Id
Value
Custom field Id
Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task idRequired
Is ClosedRequired
NameRequired
Assigned ToRequired
Due Date Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Technician NameRequired
Technician's phone number
Email
Login (Username)
Account creation methodRequired
Business Unit Id
User role IdRequired
List of company positionsRequired
Azure Active Directory User Id
License typeRequired
Team name
Daily revenue goal
Burden rate (hourly)
Biography
Memo
Upcoming appointment visibility
Appointment history visibility
Street
Unit
City
State
Zip
Country
Latitude
Longitude
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Dismiss Call ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Appointment to remove hold.Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Id of the appointment to assign to.Required
Technicians IdsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Employee IdRequired
Employee Name
Mobile Phone
Office phone
Email
Login (Username)
Business Unit Id
User role Id
List of company positions
Azure Active Directory User Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Estimate IDRequired
Sku
Sku Name
Parent Item Id
DescriptionRequired
Is Add On
Quantity
Unit Price
Skip Updating Membership Prices
Item Group Name
Item Group Root
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
Number
Type
Invoiced On
Sub total
Tax
Summary
Royalty Status
Review Status
Royalty Date
Royalty Sent on
Royalty Memo
Export
Assigned To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job Id Required
Customer Id
Location Id
Business Unit
Project
Estimate
Job Type
Priority
Campaign
Summary
Should Update Invoice Items
Custom field Id
Value
Custom field Id
Value
Custom field Id
Value
Tag Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Location
Customer
Name
Active
Tax Zone Id
Street
Unit
City
State
Zip
Country
Latitude
Longitude
Custom field Id
Value
Custom field Id
Value
Custom field Id
Value
Tag Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Purchase order IdRequired
Id of the vendor for this PORequired
Id of the purchase order type for this PORequired
Id of the business unit for this PORequired
Id of the inventory location for this PO
Id of the job for this PO
Id of the technician for this PO
Id of the project for this PO
Street
Unit
City
State
Zip
Country
Vendor invoice number
Vendor invoice numberRequired
Summary/memo for this PO
PO dateRequired
PO required on dateRequired
TaxRequired
Shipping costRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Technician Id Required
Action nameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Appointments Ids (maximum 50)
ID of job for new appointment
Created before
Created on or after
Modified before
Modified on or after
ActionThis is an event a Zap performs.SearchFind existing data in your appBooking provider Ids (maximum 50)
Name of the booking provider tag
Created before
Created on or after
Modified before
Modified on or after
ActionThis is an event a Zap performs.SearchFind existing data in your appCampaign Id
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer Id
ActionThis is an event a Zap performs.SearchFind existing data in your appDiscount and Fees Ids (maximum 50)
Services created before
Services created on or after
Services modified before
Services modified on or after
Service active
External data application guid
External data key
External data values
ActionThis is an event a Zap performs.SearchFind existing data in your appEquipment Ids (maximum 50)
Services created before
Services created on or after
Services modified before
Services modified on or after
Service active
External data application guid
External data key
External data values
ActionThis is an event a Zap performs.SearchFind existing data in your appInstalled Equipments Ids
Location Ids
ActionThis is an event a Zap performs.SearchFind existing data in your appTypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLead
ActionThis is an event a Zap performs.SearchFind existing data in your appMaterials Ids (maximum 50)
Services created before
Services created on or after
Services modified before
Services modified on or after
Service active
External data application guid
External data key
External data values
ActionThis is an event a Zap performs.SearchFind existing data in your appPurchase order Ids (maximum 50)
Purchase order status
Purchase order number
Id of the job for this PO
Id of the technician for this PO
Id of the project for this PO
Created on or after
Created before
Modified on or after
Modified before
Date on or after
Date before
Sent on or after
Sent before
ActionThis is an event a Zap performs.SearchFind existing data in your appActive
Created before
Created on or after
Modified before
Modified on or after
ActionThis is an event a Zap performs.SearchFind existing data in your appVendor Ids
Active
External data application Guid
External data key
External data values
Created before
Created on or after
Modified before
Modified on or after
ActionThis is an event a Zap performs.SearchFind existing data in your app
Field(s) Required to Trigger
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Smart View IDRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCustom Activity V 2 Instructions
Custom Activity TypeRequired
Filled-in fields
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Direction
Template ID
User ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Status ID
Old Status ID
Trigger on Lead Creation
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Object TypeRequired
ActionRequired
User ID
Changed Fields
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Status ID
New Status Type
Old Status ID
Old Status Type
Trigger on Opportunity Creation
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Workflow
ActionRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Completed?
Assigned to User
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead IDRequired
Contact IDRequired
DirectionRequired
Message TextRequired
Local PhoneRequired
Remote PhoneRequired
External WhatsApp Message IDRequired
Integration Link
Response To Activity ID
Activity At
Attachments
Send to Inbox
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TypeRequired
MetricsRequired
Date RangeRequired
Users
groups
Query
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MetricsRequired
Date RangeRequired
Users
Groups
Query
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template IDRequired
Lead Smart View or (deprecated) Search QueryRequired
Exclude leads that already received this email templateRequired
Contact PreferenceRequired
Send Done EmailRequired
Email Acccount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Contact ID
Phone Number
Direction
Duration
Outcome
Text
Recording URL
User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Custom Activity TypeRequired
Created By User
StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Contact
StatusRequired
Date Created
Date Scheduled
To
Cc
Bcc
Subject
Body Text
Body HTML
Template
Follow-Up Date
Email Account ID
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email AddressRequired
RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Text TypeRequired
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Report breakdownRequired
PipelineRequired
Report typeRequired
Report Period (range)
Report Period (dates)
Created Period (range)
Created Period (dates)
Comparison Period (range)
Comparison Period (dates)
Comparison Period (custom dates)
Smart View
Users or Groups
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead
StatusRequired
Confidence
Value
Value Period
Close Date
Note
User
Contact ID
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
WorkflowRequired
Send emails from
Assign calls to
Send SMS from
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Contact ID
Date Created
StatusRequired
Date Scheduled
Local PhoneRequired
Remote PhoneRequired
Text
Template
SourceRequired
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Assigned To
LeadRequired
Date
TextRequired
Is Complete
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Name
Title
Email Addresses
Phone Numbers
Urls
Add to or Replace
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom Object IDRequired
Custom Object TypeRequired
Custom Object Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note IDRequired
Text TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubscriptionRequired
ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
Assigned To
Text
Date
Is Complete
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Direction
Note
User ID
Date Range
Outcome
Find First Call on Lead
Lead ID
Or Search by Call ID
ActionThis is an event a Zap performs.SearchFind existing data in your appResult LimitRequired
Contact Name
Contact Title
Contact Email
Contact Phone
Lead ID
Search by Contact ID
ActionThis is an event a Zap performs.SearchFind existing data in your appResult LimitRequired
Custom Object TypeRequired
Lead ID
Custom Object Name
Search by Custom Object ID
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany Name
Company Name Matching
Company URL
Email
Phone
Or Search by Lead ID
Or Use a Custom Search Query
ActionThis is an event a Zap performs.SearchFind existing data in your appNote Contains Words Starting With...
Lead ID
Or Search by Note ID
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkflow
Contact ID
Lead ID
ActionThis is an event a Zap performs.SearchFind existing data in your appFull Name
Email
Or Search by User ID
ActionThis is an event a Zap performs.SearchFind existing data in your appResult LimitRequired
Contact Name
Contact Title
Contact Email
Contact Phone
Lead ID
Search by Contact ID
Lead
Name
Title
Url
Office Phone
Mobile Phone
Home Phone
Direct Phone
Fax Phone
Other Phone
Office Email
Home Email
Direct Email
Other Email
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundResult LimitRequired
Custom Object TypeRequired
Lead ID
Custom Object Name
Search by Custom Object ID
Lead IDRequired
Custom Object TypeRequired
Custom Object NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote Contains Words Starting With...
Lead IDRequired
Or Search by Note ID
Text TypeRequired
Attachments
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAssigned To
Due Date
Description
Is Complete
Lead ID
Or Search by Task ID
Assigned To
LeadRequired
Date
TextRequired
Is Complete
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundProjects IDs (maximum 50)
Customer
Location
Job Id
Project Status
Target Completion Date Before
Target Completion Date On Or After
Starts Before
Starts On Or After
Modified Before
Modified On Or After
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planModified On Or After
Modified Before
Active
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planEmployee Ids (maximum 50)
Employee name
Employee active
Created before
Created on or after
Modified before
Modified on or after
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planForm IDs (maximum 50)
Active
Status
Submitted On Or After
Submitted Before
Owner Type
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planLocations IDs (maximum 50)
Customer
City
State
Zip
Active
Modified Before
Modified On Or After
Tag Types
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNon Job Ids
Technician
Starts On Or After
Starts On Or Before
Timesheet Code Id
Active Only
Show On Technician Schedule
Created On Or After
Created Before
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPurchase order Ids (maximum 50)
Purchase order status
Purchase order number
Id of the job for this PO
Id of the technician for this PO
Id of the project for this PO
Created on or after
Created before
Modified on or after
Modified before
Date on or after
Date before
Sent on or after
Sent before
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planModified On Or After
Modified Before
Active
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planEstimates IDs (maximum 50)
Job
Project
Job Number
Sold By
Sold By Employee
Active
Status
Total greater
Total less
Sold after
Sold before
Created before
Created on or after
Modified before
Modified on or after
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planId of the appointment to assign to.Required
Technicians IdsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Appointment to cancelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Booking ProviderRequired
BookingRequired
TypeRequired
ValueRequired
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Type
Do Not Mail
Do Not Service
NameRequired
StreetRequired
Unit
CityRequired
StateRequired
ZipRequired
CountryRequired
Latitude
Longitude
StreetRequired
Unit
CityRequired
StateRequired
ZipRequired
CountryRequired
Latitude
Longitude
Type
Value
Memo
Type
Value
Memo
Custom field Id
Value
Custom field Id
Value
Custom field Id
Value
Tag Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer Id
Text content of customer noteRequired
Pin to top
Add to locations
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Summary
Tax
Status
Sold by
Name
Url
Job Id
Project Id
Location Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Adjustment to InvoiceRequired
Number
Type
Invoiced On
Sub total
Tax
Summary
Royalty Status
Royalty Date
Royalty Sent on
Royalty Memo
Review Status
Export
Assigned To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job Id Required
FilenameRequired
File urlRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer
Location
Campaign Id Required
Business Unit Id
Job Type
SummaryRequired
Tag Types
Priority
Call Reason Id
Follow Up Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Landing Page UrlRequired
Referrer UrlRequired
Google Click Identifier
Facebook Click Identifier
Microsoft Click ID
UTM source
UTM medium
UTM campaign
UTM ad group
UTM term
UTM content
Google Analytics id
Customer Phone NumberRequired
Forwarding Phone NumberRequired
Tracking Phone NumberRequired
Call Started OnRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Follow-Up DateRequired
Text
Pin To Top
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
NoteRequired
Pin To Top
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LocationRequired
TypeRequired
ValueRequired
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Employee TypeRequired
Employee IdRequired
Posted OnRequired
Amount
Memo
Activity Code Id
Invoice Id
Hours
Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Id of the vendor for this PORequired
Id of the purchase order type for this PORequired
Id of the business unit for this PORequired
Id of the inventory location for this PORequired
Id of the job for this PO
Id of the technician for this PO
Id of the project for this PO
Address DescriptionRequired
StreetRequired
UnitRequired
CityRequired
StateRequired
ZipRequired
CountryRequired
Vendor invoice number
Vendor invoice numberRequired
Summary/memo for this PO
PO dateRequired
PO required on dateRequired
TaxRequired
Shipping costRequired
SKU IDRequired
DescriptionRequired
Vendor Part NumberRequired
QuantityRequired
CostRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Reported ToRequired
Assigned ToRequired
Is ClosedRequired
NameRequired
Business UnitRequired
Employee Task TypeRequired
Employee Task SourceRequired
Employee Task ResolutionRequired
Reported dateRequired
Due dateRequired
Involved Employee Id List
Customer Id
Job Id
Project Id
Description
PriorityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID of job to detach from projectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Appointment to reschedule.Required
ReasonRequired
MemoRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Appointment to reschedule.Required
Start date/timeRequired
End date/timeRequired
Arrival window start date/time
Arrival window end date/time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer Id
Name
Type
Do Not Mail
Do Not Service
Street
Unit
City
State
Zip
Country
Latitude
Longitude
Custom field Id
Value
Custom field Id
Value
Custom field Id
Value
Active
Tag Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Employee IdRequired
Action nameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Installed Equipments Id
Name
Installed On
Serial Number
Memo
Manufacturer
Model
Cost
Manufacturer Warranty Start
Manufacturer Warranty End
Service Provider Warranty Start
Service Provider Warranty End
Custom field Id
Value
Custom field Id
Value
Custom field Id
Value
Alias
File Name
Type
Alias
File Name
Type
Alias
File Name
Type
Tag Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
Item type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Campaign
Priority
Business Unit Id
Job Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project Id
Name
Summary
Status Id
Sub Status Id
Start Date
Target Completion Date
Actual Completion Date
Custom field Id
Value
Custom field Id
Value
Custom field Id
Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Technician Id Required
Technician Name
Technician's phone number
Email
Login (Username)
Business Unit Id
User role Id
List of company positions
Azure Active Directory User Id
License type
Team name
Daily revenue goal
Burden rate (hourly)
Biography
Memo
Upcoming appointment visibility
Appointment history visibility
Street
Unit
City
State
Zip
Country
Latitude
Longitude
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Appointments Ids (maximum 50)
ID of job for new appointment
Project Id
Technician Id
Customer Id
ActionThis is an event a Zap performs.SearchFind existing data in your appBusiness Unit Id
ActionThis is an event a Zap performs.SearchFind existing data in your appCategory type
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomers IDs (maximum 50)
Created before
Created on or after
Modified before
Modified on or after
Name
Street
Unit
City
State
Zip
Country
Phone
Active
External data application Guid
External data key
External data values
Tag Types
ActionThis is an event a Zap performs.SearchFind existing data in your appEmployee Ids (maximum 50)
Employee name
Employee active
Created before
Created on or after
Modified before
Modified on or after
ActionThis is an event a Zap performs.SearchFind existing data in your appEstimate Ids
Job Id
Project Id
Sold By
Sold By Employee
Status
Total greater
Total less
Sold after
Sold before
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoices IDs (maximum 50)
Invoice Number
Status
Job Id
Job Number
Batch Id
Batch Number
Customer Id
ActionThis is an event a Zap performs.SearchFind existing data in your appJob Type Id
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer Id
Tag Types
ActionThis is an event a Zap performs.SearchFind existing data in your appProject Ids
Customer Id
Location Id
Invoice Id
Technician
Job Id
Appointment Id
ActionThis is an event a Zap performs.SearchFind existing data in your appService Ids (maximum 50)
Services created before
Services created on or after
Services modified before
Services modified on or after
Service active
External data application guid
External data key
External data values
ActionThis is an event a Zap performs.SearchFind existing data in your appTechnician Ids (maximum 50)
Technician name
Technician active
Created before
Created on or after
Modified before
Modified on or after
ActionThis is an event a Zap performs.SearchFind existing data in your appLocation Id
ActionThis is an event a Zap performs.SearchFind existing data in your app
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