Create new leads in ServiceTitan from new WPForms entries
Speed up your lead generation process with this streamlined workflow. Whenever a new form entry is made in your WPForms, a lead form is instantly created in ServiceTitan. This efficient process eliminates manual data transfer, saving you time and ensuring all new leads are quickly and accurately captured in ServiceTitan. Make the most out of every new potential customer interaction with this easy automation.
Speed up your lead generation process with this streamlined workflow. Whenever a new form entry is made in your WPForms, a lead form is instantly created in ServiceTitan. This efficient process eliminates manual data transfer, saving you time and ensuring all new leads are quickly and accurately captured in ServiceTitan. Make the most out of every new potential customer interaction with this easy automation.
- When this happens...New Form Entry
Triggers when a form entry is submitted.
- automatically do this!Create Lead Form
Create Lead (NO Customer/Location)
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FormRequired
Try ItProjects 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 It
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
Jobs 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