1.Detect new payment
Integrate ServiceTitan and automation workflows to pull new payment payload data to trigger CRM updates.
Create CRM contact and log each new payment
Automatically detect new payment events across ServiceTitan and Zapier Tables. Create and update CRM records when payment arrives, payment ID is detected, or customer references postβso you can create contacts, roll revenue totals, and refresh earnings without manual logging.
How this automation keeps payment records up to date
When new payments happen in ServiceTitan, delays can create mismatched contacts and stale revenue visibility. This automation parses payment details and updates CRM contacts and revenue recordsβso your team can reconcile earnings without manual logging.
ServiceTitanor swap with your favorite app
2.Find matching business record
Integrate Zapier Tables and database lookups to find the right business row to route qualifying records.
Zapier Tablesor swap with your favorite app
3.Parse contact fields from payment
Integrate Code by Zapier and data parsing tools to extract primary contact name and channels to structure CRM inputs.
Code by Zapieror swap with your favorite app
4.Add or update contact
Integrate LeadConnector and CRM mapping to create or update contacts and transaction fields to capture payment context.
LeadConnectoror swap with your favorite app
5.Update revenue totals
Integrate Zapier Tables and reporting systems to roll payment amounts into revenue fields to maintain accurate totals.
6.Refresh public earnings post
Integrate WordPress and publishing tools to update post meta with totals to keep site earnings current.
WordPressor swap with your favorite app
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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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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