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Ninja Forms + ServiceTitan

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.

  1. When this happens...
    Ninja FormsNinja Forms
    New Form Submission

    Triggers when a form is submitted.

    TriggerInstant
  2. automatically do this!
    ServiceTitanServiceTitan
    Create Lead Follow Up

    Creates a lead follow up

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Ninja Forms triggers, actions, and search

    New Form Submission

    Triggers when a form is submitted.

    Trigger
    Instant
    Try It
    • Jobs IDs (maximum 50)

    • Job Id

    • Project

    • Appointment Status

    • Technician

    • Starts On Or After

    • Modified On Or After

    • Modified Before

    Trigger
    Scheduled
    Try It
    • Customers IDs (maximum 50)

    • Name

    • City

    • State

    • Zip

    • Phone

    • Active

    • Modified On Or After

    • Modified Before

    Trigger
    Scheduled
    Try It
    • Form IDs (maximum 50)

    • Active

    • Status

    • Submitted On Or After

    • Submitted Before

    • Owner Type

    Trigger
    Scheduled
    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

    Trigger
    Scheduled
    Try It
    • Active

    • Modified On Or After

    • Modified Before

    Trigger
    Scheduled
    Try It
    • Estimates IDs (maximum 50)

    • Job

    • Project

    • Job Number

    • Sold By

    • Sold By Employee

    • Active

    • Status

    • Total greater

    • Total less

    • Sold after

    • Sold before

    Trigger
    Scheduled
    Try It
    • Invoices 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

    Trigger
    Scheduled
    Try It
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About Ninja Forms

Ninja Forms is the easiest and most flexible WordPress Form builder.
Learn moreHelp

Related categories

  • Forms & Surveys
  • WordPress

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About ServiceTitan

ServiceTitan is a mobile, cloud-based software platform that helps home services companies streamline operations, improve customer service, and increase sales.

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