1.Detect new lead submission
Integrate Networx and lead intake tools to capture new lead submissions for dispatch-ready booking creation.
Create service bookings from marketplace leads for dispatch
Automatically monitor new lead submissions across Networx and ServiceTitan. Create and update bookings when service details map and attribution fields arriveβso you can schedule work, assign priority, and preserve dispatch notes without manual booking setup.
How this automation schedules service bookings from leads
When new lead submissions arrive in Networx, manual booking setup delays dispatch and marketing attribution. This automation creates bookings, maps attribution fields, and sets priority from lead detailsβso your team can schedule work faster.
Networxor swap with your favorite app
2.Create booking from lead
Integrate ServiceTitan and booking tools to map contact, address, and requested date into a service booking.
ServiceTitanor swap with your favorite app
3.Attach source and campaign
Integrate ServiceTitan and marketing attribution tools to map lead source identifiers to booking source and campaign.
4.Set booking metadata and priority
Integrate ServiceTitan and dispatch planning tools to map lead notes into the summary and set booking priority.
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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