WhatConverts + Zenoti

WhatConverts + Zenoti integrations

Close invoices in Zenoti and create leads in WhatConverts

Streamline your sales process with this intuitive workflow. When an invoice closure occurs in Zenoti, it directly stimulates a lead creation in WhatConverts. This automation not only saves you from manual data entry but also initiates a prompt response, driving your sales forward with efficiency and time-effectiveness. Turn your completed transactions into potential sales opportunities seamlessly.

When this happens...
Invoice ClosureTriggers when an Invoice is Closed.
TriggerInstant
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Create LeadCreate a new lead.
ActionWrite

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More things you can do with Zenoti and WhatConverts

Discover other triggers and actions you can use with Zenoti and WhatConverts

Appointment Complete
Triggers when a appointment is completed.
Trigger
Instant
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Appointment Group Create
Triggers when a new appointment group is created.
Trigger
Instant
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Appointment Start
Triggers when an appointment is started.
Trigger
Instant
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Class Booking Cancel
Triggers when a Class Booking is Cancelled.
Trigger
Instant
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Class Booking Delete
Triggers when a Class Booking is Deleted.
Trigger
Instant
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Class Booking Reject
Triggers when a Class Booking is Rejected.
Trigger
Instant
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Class Schedule Create
Triggers when a Class Schedule is Created.
Trigger
Instant
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Class Schedule Update
Triggers when a Class Schedule is Updated.
Trigger
Instant
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Employee Blockout Deleted
Triggers when an Employee Blockout is Deleted.
Trigger
Instant
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Employee Create
Triggers when an Employee is created.
Trigger
Instant
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Employee Update
Triggers when an Employee is updated.
Trigger
Instant
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Gift Card Update
Triggers when a Gift Card is updated.
Trigger
Instant
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Guest Delete
Triggers when a Guest is Deleted.
Trigger
Instant
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Guest Membership Create
Triggers when a Guest Membership is Created.
Trigger
Instant
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Guest Membership Reinstate
Triggers when a Guest Membership is Reinstated.
Trigger
Instant
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Guest Merge
Triggers when multiple Guests are merged.
Trigger
Instant
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Guest Update
Triggers when an existing guest is updated.
Trigger
Instant
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List All Countries
Lists all available countries.
Trigger
Polling
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List All Employee Jobs
Api to list the jobs setup at organization.
Trigger
Polling
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Room Blockout Deleted
Triggers when a Room Blockout is Deleted.
Trigger
Instant
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- Employee
  Required
- Security Role ID
  Required
- Security Role Name
  Required
- View Type
  Required
Action
Write
- Code
- Center
  Required
- Is Consultant?
- First Name
  Required
- Last Name
  Required
- Email ID
  Required
- Gender
- Date Of Birth
- Mobile Number
  Required
- Mobile Country Code
- Address1
- Address 2
- City
- Country ID
- State ID
- Zip Code
- User Name
  Required
- Job ID
Action
Write
- Center
  Required
- User code
- Username
- First Name
  Required
- Last Name
- Email ID
- Nationality
- Gender
- Date Of Birth
- Mobile Country Code
- Number
- Address 1
- City
- Country ID
- State ID
- Zip Code
- Primary Employee
- Referral Source
- Receive Transactional Email
- Receive Transactional Sms
- Receive Marketing Email
- Receive Marketing Sms
- Tags
Action
Write
- Center ID
  Required
- Opportunity Title
  Required
- Opportunity Description
- Opportunity Owner ID
- Guest ID
  Required
- Employee ID
  Required
- Priority
- Follow-Up date
  Required
- expected close date
- listed amount
- offered amount
Action
Write
- Employee
  Required
- Block Out Time ID
  Required
- Center
  Required
- Block Out Time Type
  Required
- Start Time
  Required
- End Time
  Required
- Notes
- Mode
- Is Recurring?
Action
Write
- Guest ID
  Required
Action
Search
- Guest ID
  Required
- Center
  Required
- User code
- Username
- First Name
  Required
- Last Name
- Email ID
- Nationality
- Gender
- Date Of Birth
- Mobile Country Code
- Number
- Address 1
- City
- Country ID
- State ID
- Zip Code
- Primary Employee
- Referral Source
- Receive Transactional Email
- Receive Transactional Sms
- Receive Marketing Email
- Receive Marketing Sms
- Tags
Action
Search or write
- Lead Type
- Phone Calls (Completed)
  Required
- Phone Calls (Modified)
- Phone Calls (In Progress)
- Text Messages
  Required
- Web Forms
  Required
- E-Commerce Transactions
  Required
- Custom Events
  Required
- Chats (Completed)
  Required
- Chats (In Progress)
- Emails
  Required
- Appointments
  Required
- Other
  Required
- Profile
  Required
Trigger
Instant
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- Lead Type
  Required
- 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
Action
Write
- Profile
  Required
- 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
Action
Search

Appointment Feedback Created
Triggers when a new Appointment Feedback is Created.
Trigger
Instant
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Appointment Group Status
Triggers when an appointment group status is changed.
Trigger
Instant
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Class Booking Approve
Triggers when a Class Booking is Approved.
Trigger
Instant
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Class Booking Create
Triggers when a Class Booking is Created.
Trigger
Instant
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Class Booking No Show
Triggers when a Class Booking is marked as No Show.
Trigger
Instant
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Class Schedule Cancel
Triggers when a Class Schedule is Cancelled.
Trigger
Instant
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Class Schedule Delete
Triggers when a Class Schedule is Deleted.
Trigger
Instant
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Employee Blockout Created
Triggers when an Employee Blockout is Created.
Trigger
Instant
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Employee Blockout Updated
Triggers when an Employee Blockout is Updated.
Trigger
Instant
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Employee Delete
Triggers when an Employee is deleted.
Trigger
Instant
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Gift Card Create
Triggers when a new Gift Card is created.
Trigger
Instant
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Guest Create
Triggers when a new guest is created.
Trigger
Instant
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Guest Membership Cancel
Triggers when a Guest Membership is cancelled.
Trigger
Instant
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Guest Membership Freeze
Triggers when a Guest Membership is Freezed.
Trigger
Instant
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Guest Membership Unfreeze
Triggers when a Guest Membership Unfreezes.
Trigger
Instant
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Guest Package Create
Triggers when a Guest Package is created.
Trigger
Instant
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Invoice Closure
Triggers when an Invoice is Closed.
Trigger
Instant
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List All Employee Centers
This API retrieves the list of all centers associated with the currently authenticated employee. It ensures that the response is scoped only to the centers the logged-in user has access to, based on their roles, permissions, or organizational mapping.
Trigger
Polling
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Room Blockout Created
Triggers when a Room Blockout is Created.
Trigger
Instant
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Room Blockout Updated
Triggers when a Room Blockout is Updated.
Trigger
Instant
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- Center ID
  Required
- Opportunity ID
  Required
- notes
  Required
- Employee ID
Action
Write
- Employee
  Required
- Center
  Required
- Block Out Time Type
  Required
- Start Time
  Required
- End Time
  Required
- Notes
Action
Write
- Center
  Required
- Name
- Email
- Mobile Country Code
- Phone
- Description
- Assigned To
- Stage ID
  Required
- Source ID
  Required
- Lead Type ID
  Required
- Priority Type ID
  Required
- Is Existing Guest
- Is Active
- Follow Up Date
- Expected Close Date
- List Price
- Offered Price
- Username
- Gender
- Lead Origin
- Optional Text 1
- Optional Text 2
- Optional Text 3
- Integration Data
Action
Write
- Employee
  Required
- Block Out Time ID
  Required
- Center
  Required
- Mode
Action
Write
- First Name
- Last Name
- phone
- username
- email
- Guest Center ID
- Tags
Action
Search
- First Name
  Required
- Last Name
- phone
- Username
- Email ID
- Guest Center ID
- Tags
- Center
  Required
- User code
- Nationality
- Gender
- Date Of Birth
- Mobile Country Code
- Number
- Address 1
- City
- Country ID
- State ID
- Zip Code
- Primary Employee
- Referral Source
- Receive Transactional Email
- Receive Transactional Sms
- Receive Marketing Email
- Receive Marketing Sms
Action
Search or write
- Lead Type
- Phone Calls (Completed)
  Required
- Phone Calls (Modified)
  Required
- Phone Calls (In Progress)
  Required
- Text Messages
  Required
- Web Forms
  Required
- E-Commerce Transactions
  Required
- Custom Events
  Required
- Chats (Completed)
  Required
- Chats (In Progress)
  Required
- Emails
  Required
- Appointment
  Required
- Other
  Required
- Profile
  Required
Trigger
Instant
Try It
- 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
Action
Write
- Lead ID
  Required
- Quotable
- Quote Value
- Sales Value
- Lead Page
- Additional Fields
- Custom Fields
Action
Write
- Profile
  Required
- Lead ID
- Lead Type
  Required
- 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
Action
Search or write

About WhatConverts

WhatConverts tracks what marketing channels generate conversions from phone calls, web forms, chat, and more.

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About Zenoti

Zenoti provides an all-in-one, cloud-based software solution for the spa, salon and med spa industry.