1.Detect new invoice above minimum
Integrate ServiceTitan and invoice polling to monitor new invoices above your configured minimum total.
Send invoice purchases to analytics for campaign tracking
Automatically detect new or updated invoices above a configured minimum total across ServiceTitan. Send enriched purchase events to analytics when invoice created, invoice updated, or invoice crosses the minimum totalβso you can enrich customer details, build measurement payloads, and post events without manual attribution work.
How this automation protects campaign conversion attribution
When new invoice signals arrive, delayed or manual enrichment can break campaign conversion attribution. This automation finds customers, formats analytics payloads, and posts measurement eventsβso your team can optimize bids with accurate reporting.
ServiceTitanor swap with your favorite app
2.Find customer for invoice
Integrate ServiceTitan and customer lookup tools to map invoice totals and item lists with customer fields.
3.Extract contact details
Integrate Formatter by Zapier and data cleaning tools to extract email and normalize phone numbers to E164.
Formatter by Zapieror swap with your favorite app
4.Build measurement payload
Integrate Code by Zapier and analytics formatting tools to construct the measurement JSON payload with timestamps.
Code by Zapieror swap with your favorite app
5.Post measurement payload to analytics
Integrate Webhooks by Zapier and HTTP request tools to post the JSON payload to your analytics measurement endpoint.
Webhooks by Zapieror swap with your favorite app
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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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