1.Lists new payment records
Integrate ServiceTitan and payment workflows to detect new payment events and route them to customer lookup.
Log paid invoices as referral conversions for program team
Automatically detect paid invoice payments across ServiceTitan and referral platforms. Create and update referral conversions when payments clear, contacts match, and validated emails existβso you can automate contact lookup, email validation, and conversion logging without manual reconciliation.
How this automation logs confirmed referral conversions faster
When paid invoices and referral credits do not match, reconciliation delays can cause referral lists to drift. This automation captures payment events, looks up customer contacts, validates emails, and tracks referral conversion eventsβso your team keeps confirmed payouts accurate.
ServiceTitanor swap with your favorite app
2.Finds customer contact after payment
Integrate ServiceTitan and customer lookup tools to map the payment customer reference to contact fields.
3.Extracts and validates emails
Integrate Code by Zapier and email parsing tools to validate a filtered email array for referral conversion matching.
Code by Zapieror swap with your favorite app
4.Iterates emails per address
Integrate Looping by Zapier and iteration tools to loop once per validated email address for accurate mapping.
Looping by Zapieror swap with your favorite app
5.Tracks referral conversion event
Integrate ReferralHero and referral tracking to log each conversion using the payment reference and configured source.
ReferralHeroor swap with your favorite app
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Explore all referral program management automations
Scale referral program growth with automated referral tracking, reward routing, and advocate notifications
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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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