Trigger lead follow up in ServiceTitan from new form submissions in Ninja Forms
Easily manage your leads with this workflow that connects Ninja Forms and ServiceTitan. When a new form submission is made in Ninja Forms, it instantly triggers a lead follow-up creation in ServiceTitan. This efficient automation turns form entries into follow-up tasks, ensuring seamless management of prospective clients for your service business.
Easily manage your leads with this workflow that connects Ninja Forms and ServiceTitan. When a new form submission is made in Ninja Forms, it instantly triggers a lead follow-up creation in ServiceTitan. This efficient automation turns form entries into follow-up tasks, ensuring seamless management of prospective clients for your service business.
- When this happens...New Form Submission
Triggers when a form is submitted.
- automatically do this!Create Lead Follow Up
Creates a lead follow up
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New Form Submission
Triggers when a form is submitted.
Try ItJobs IDs (maximum 50)
Job Id
Project
Appointment Status
Technician
Starts On Or After
Modified On Or After
Modified Before
Try ItCustomers IDs (maximum 50)
Name
City
State
Zip
Phone
Active
Modified On Or After
Modified Before
Try ItForm IDs (maximum 50)
Active
Status
Submitted On Or After
Submitted Before
Owner Type
Try It
Projects IDs (maximum 50)
Customer
Location
Job Id
Status
Target Completion Date Before
Target Completion Date On Or After
Starts Before
Starts On Or After
Modified Before
Modified On Or After
Try ItActive
Modified On Or After
Modified Before
Try ItEstimates IDs (maximum 50)
Job
Project
Job Number
Sold By
Sold By Employee
Active
Status
Total greater
Total less
Sold after
Sold before
Try ItInvoices IDs (maximum 50)
Invoice Status
Batch
Batch number
Job
Business Unit
Customer
Total greater
Total less
Invoiced On Before
Invoiced On Or After
Modified On Or After
Modified Before
Try It