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Our most popular template
Create new leads in ServiceTitan for each new lead in WhatConverts WhatConverts + ServiceTitan
Create bookings in ServiceTitan for new leads in WhatConverts WhatConverts + ServiceTitan
Create leads in WhatConverts for new appointments in ServiceTitan ServiceTitan + WhatConverts
Create new lead forms in ServiceTitan from new leads in WhatConverts WhatConverts + ServiceTitan
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How Zapier works Zapier makes it easy to integrate ServiceTitan with WhatConverts - no code necessary. See how you can get setup in minutes.
ServiceTitan
ServiceTitan
WhatConverts
WhatConverts
1. Select the event
App
ServiceTitan
Choose a trigger A trigger is the event that starts your Zap—like a "New Project" from ServiceTitan.
Add your action An action happens after the trigger—such as "Create Export" in WhatConverts.
You’re connected! Zapier seamlessly connects ServiceTitan and WhatConverts, automating your workflow.
Supported triggers and actions Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Triggers Actions Triggers & Actions
New Project Triggers when there's a new project.
Projects 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 It New Booking Triggers when there's a new booking for a booking provider.
Try It New Call Triggers when a new call is created.
Modified On Or After
Modified Before
Active
Try It New Employee Triggers when there's a new employee.
Try It New Form Submissions Triggers when there's a new Form Submission.
Try It New Job or Project Note Triggers when there's a new job or project note.
Try It New Lead Notes Triggers when there's a new note on a lead.
Try It New Location Triggers when there's a new location.
Try It New Non Job Triggers when there's a new non job.
Try It New Purchase Order Triggers when a new purchase order is created.
Purchase 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 It Updated Call Triggers when a call is updated.
Modified On Or After
Modified Before
Active
Try It Updated Estimate Triggers when an estimate is updated.
Try It Apply Tag to Customer Apply Tag Types to customer
Attach Job Attaches Job to the specified project.
Project Id to attach jobRequired
ID of job to attach to projectRequired
Create Appointment Adds a new appointment to an existing job.
Create Booking Creates a new booking
Street
Unit
City
State
Zip
Country
Type
Value
Memo
Type
Value
Memo
Customer Type
Start
Campaign
Business Unit
Job Type
Priority
Is First Time ClientRequired
Send Confirmation Email
Create Customer Contact Adds a contact to an existing customer
Create Employee Creates a new employees
Create Installed Equipments Creates a new Installed Equipment
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
Create Job Creates a new job
Project
Estimate
Arrival Window Start
Arrival Window End
Technician Ids
Summary
Custom field Id
Value
Custom field Id
Value
Custom field Id
Value
Tag Types
Create Job or Project Note Creates a new note in a job or project
Pin To Top
Job or Project NotesRequired
Create Lead Attribution Booking Creates a new lead attribution booking
Create Lead Attribution Form Creates a new lead attribution form
Create Lead Form Create Lead (NO Customer/Location)
Create Location Creates a new location
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
Create Non Job Appointments Creates a new non job appointments
Create Project Creates a new project
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
Create Sub Task Creates a new sub task
Create Technician Creates a new technician
Technician's phone number
Email
Login (Username)
Account creation methodRequired
Business Unit Id
List of company positionsRequired
Azure Active Directory User Id
Team name
Daily revenue goal
Burden rate (hourly)
Biography
Memo
Upcoming appointment visibility
Appointment history visibility
Street
Unit
City
State
Zip
Country
Latitude
Longitude
Dismiss Lead Dismisses a lead by id
Dismiss Call ReasonRequired
Remove Hold Appointment Removes hold from the appointment.
Appointment to remove hold.Required
Unassigns Technicians Unassigns the list of technicians from the appointment
Id of the appointment to assign to.Required
Update Employee Updates an existing employee
Update Estimate Items Updates the items in an estimate by id
Update Invoice Updates an invoice by id
Number
Type
Invoiced On
Sub total
Tax
Summary
Royalty Status
Review Status
Royalty Date
Royalty Sent on
Royalty Memo
Export
Assigned To
Update Job Updates a job by id
Update Location Updates a location
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
Update Purchase Order Update an existing purchase order
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 required on dateRequired
Technician Account Actions Performs standard actions with the account
Search Appointment Assignments Gets a list of appointment assignments
Search Booking Providers Searches Booking Providers
Search Campaigns Search Campaigns
Search Customer Contacts Search Customer Contacts
Search Discount and Fees Get data on all of the discounts or fees in the pricebook.
Discount 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
Search Equipments Get data on all of the equipment in the pricebook.
Equipment 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
Search Installed Equipments Search an Installed Equipment by Id or Location
Installed Equipments Ids
Location Ids
Search Materials Get details on materials in the pricebook.
Materials 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
Search Purchase Order Search a purchase order.
Purchase 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
Search Tag Types Search tag types
Active
Created before
Created on or after
Modified before
Modified on or after
Search Vendors Searches vendors
New Lead Triggers when a new lead is received.
Lead Type
Phone Calls (Completed)Required
Phone Calls (Modified)Required
Phone Calls (In Progress)Required
E-Commerce TransactionsRequired
Chats (Completed)Required
Chats (In Progress)Required
Try It Create Export Create a new leads export.
Profile
Account
Lead Type
Lead Status
Start Date
End Date
Quotable
Quote Value
Sales Value
Spam
Duplicate
Lead Source
Lead Medium
Lead Campaign
Lead Content
Lead Keyword
Update Lead Update a lead.
Quotable
Quote Value
Sales Value
Lead Page
Additional Fields
Custom Fields
Find or Create Lead Find or Create Lead
Lead ID
Lead Status
Start Date
End Date
Quotable
Quote Value
Sales Value
Caller Number
Email Address
User ID
Spam
Duplicate
Referrer Source
Referrer Medium
Referrer Campaign
Referrer Content
Referrer Keyword
Send Notification
Date & Time
WC Client Current
IP Address
Phone Number
Gclid
Msclkid
Fbclid
Fbpid
Lead Page
Landing Page
Operating System
Browser
Device Type
Device Make
Sender Name
Email Subject
Email Message
Form Name
Tracking Number Name
Tracking Number
Destination Number
Caller Name
Call Duration in Seconds
City
Zip
State
Country
Answer Status
Line Type
Call Transcription
Voicemail Transcription
Message
Event Category
Event Action
Event Label
Transaction ID
Transaction Tax
Transaction Shipping
Additional Fields
Custom Fields
New Appointment Triggers when there's a new appointments.
Appointments 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 It New Business Unit Triggers when there's a new Business Unit.
Active
Modified On Or After
Modified Before
Try It New Customer Triggers when there's a new customers.
Try It New Estimate Triggers when there's a new estimate.
Try It New Invoice Triggers when there's a new invoices.
Try It New Job Triggers when there's a new job.
Try It New Lead Triggers when there's a new lead.
Try It New Equipment Triggers when new equipment is added.
Equipment IDs
Modified On Or After
Modified On Or Before
Active
Try It New Payment Triggers when there's a new payment.
Try It New Technician Triggers when there's a new technician.
Try It Updated Equipment Triggers when an equipment is updated.
Equipment IDs
Modified On Or After
Modified On Or Before
Active
Try It Updated Job Triggers when a job is updated.
Try It Assign Technicians Assign technicians to an existing appointment
Id of the appointment to assign to.Required
Cancel Appointment Cancels an appointment.
Appointment to cancelRequired
Create Booking Contact Adds a contact to an existing booking
Create Customer Creates a new customer
Type
Do Not Mail
Do Not Service
Unit
Latitude
Longitude
Unit
Latitude
Longitude
Type
Value
Memo
Type
Value
Memo
Custom field Id
Value
Custom field Id
Value
Custom field Id
Value
Tag Types
Create Customer Note Creates a new customer note
Customer Id
Text content of customer noteRequired
Pin to top
Add to locations
Create Estimate Creates a new estimate
Summary
Tax
Status
Sold by
Name
Url
Job Id
Project Id
Location Id
Create Invoice Adjustment Creates a new Invoice Adjustment
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
Create Job Attachments Add attachments to a job
Create Lead Create Lead (EXISTING Customer/Location)
Customer
Location
Business Unit Id
Job Type
Tag Types
Priority
Call Reason Id
Follow Up Date
Create Lead Attribution Call Creates a new lead attribution call
Create Lead Follow Up Creates a lead follow up
Create Lead Note Creates a new note in a lead
Create Location Contact Adds a contact to an existing location
Create Payroll Adjustments Creates new payroll adjustments
Amount
Memo
Activity Code Id
Invoice Id
Hours
Rate
Create Purchase Order Create a new purchase order
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
Vendor invoice number
Vendor invoice numberRequired
Summary/memo for this PO
PO required on dateRequired
Vendor Part NumberRequired
Create Task Creates a new task
Detach Job Detaches Job from the project.
ID of job to detach from projectRequired
Hold Appointment Puts the appointment on hold.
Appointment to reschedule.Required
Reschedule Appointment Reschedules an appointment.
Update Customer Updates an existing customer
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
Employee Account Actions Performs standard actions with the account
Update Installed Equipments Updates an existing Installed Equipment.
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
Update Invoice Items Updates the items in an invoice by id
Update Lead Updates a lead by id
Campaign
Priority
Business Unit Id
Job Type
Update Project Updates a project by id
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
Update Technician Updates an existing technician
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
API Request (Beta) This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
Search Appointments Search appointments
Search Business Unit Search Business Units
Search Categories Get the categories in your pricebook.
Search Customers Search for customers that match a query.
Search Employee Searches an Employee
Search Estimates Search Estimates
Estimate Ids
Job Id
Project Id
Sold By
Sold By Employee
Status
Total greater
Total less
Sold after
Sold before
Search Invoices Search Invoices
Search Job Types Search job types
Search Location Searches a Location
Search Projects Search projects
Project Ids
Customer Id
Location Id
Invoice Id
Technician
Job Id
Appointment Id
Search Services Get data on all of the services in the pricebook
Service 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
Search Technician Searches a Technician
Search All Location Contacts Search All Location Contacts
Updated Lead Triggers when a lead is updated.
Try It Create Lead Create a new lead.
Send Notification
Profile
Date & Time
Quotable
Quote Value
Sales Value
WC Client Current
Referrer Source
Referrer Medium
Referrer Campaign
Referrer Content
Referrer Keyword
IP Address
Email Address
Phone Number
User ID
Gclid
Msclkid
Fbclid
Fbpid
Lead Page
Landing Page
Operating System
Browser
Device Type
Device Make
Sender Name
Email Subject
Email Message
Form Name
Tracking Number Name
Tracking Number
Destination Number
Caller Number
Caller Name
Call Duration in Seconds
City
Zip
State
Country
Answer Status
Line Type
Call Transcription
Voicemail Transcription
Message
Event Category
Event Action
Event Label
Transaction ID
Transaction Tax
Transaction Shipping
Additional Fields
Custom Fields
Find Lead Find an existing lead.
Lead ID
Lead Type
Lead Status
Start Date
End Date
Quotable
Quote Value
Sales Value
Caller Number
Email Address
User ID
Spam
Duplicate
Lead Source
Lead Medium
Lead Campaign
Lead Content
Lead Keyword
Load more
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Example actions on this page
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
Connect Zapier MCP Typescript Call from code with the Zapier SDK Trigger ServiceTitan and WhatConverts actions from backend services, scripts, or agent code.
Install
# TypeScript / Node
npm install @zapier/zapier-sdk Run an action
import { createZapierSdk } from '@zapier/zapier-sdk';
const zapier = createZapierSdk();
await zapier.runAction({ /* servicetitan / whatconverts action */ }); Run the SDK docs There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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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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WhatConverts tracks what marketing channels generate conversions from phone calls, web forms, chat, and more.
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