1.Watch invoices
Integrate ServiceTitan and invoice processing tools to watch invoices to qualify conversion events from new or updated invoices.
Create tracked leads from paid invoices for attribution
Automatically track new and updated invoices across ServiceTitan and map invoice references to WhatConverts leads. Create and update tracked conversion leads when invoice updates, paid invoices post, or zero-balance job invoices qualifyβso you can qualify invoices, extract contact data, and capture attribution leads without manual reporting.
How this automation builds tracked attribution leads
When new or updated invoices appear, delayed review can break attribution and slow lead capture. This automation watches invoices, filters for paid job-linked cases, parses contact data, and creates tracked leadsβso your team can measure conversions without manual invoice work.
ServiceTitanor swap with your favorite app
2.Invoice qualification
Integrate Filter by Zapier and workflow conditions to continue only for qualifying paid, job-linked, zero-balance invoices to limit lead creation.
Filter by Zapieror swap with your favorite app
3.Find customer and contact
Integrate ServiceTitan and CRM lookup tools to retrieve customer records and contact blocks to map name and contacts.
4.Parse contact block
Integrate Code by Zapier and parsing tools to extract primary phone and email from contact text to populate lead fields.
Code by Zapieror swap with your favorite app
5.Create lead
Integrate WhatConverts and reporting workflows to create a lead from invoice value and metadata to enable attribution segmentation.
WhatConvertsor swap with your favorite app
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Step 1
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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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