ServiceTitan + WhatConverts

Create leads in WhatConverts for new appointments in ServiceTitan

Experience seamless workflow between ServiceTitan and WhatConverts with this sleek automation. Whenever there's a new appointment in ServiceTitan, it instantly creates a lead in WhatConverts. This efficient process saves you the trouble of transferring details manually and gives you more time to focus on your core tasks. Perfect for those looking to streamline operations and increase productivity.

Experience seamless workflow between ServiceTitan and WhatConverts with this sleek automation. Whenever there's a new appointment in ServiceTitan, it instantly creates a lead in WhatConverts. This efficient process saves you the trouble of transferring details manually and gives you more time to focus on your core tasks. Perfect for those looking to streamline operations and increase productivity.

  1. When this happens...
    ServiceTitanServiceTitan
    New Appointment

    Triggers when there's a new appointments.

    TriggerPolling
  2. automatically do this!
    WhatConvertsWhatConverts
    Create Lead

    Create a new lead.

    ActionWrite
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Supported triggers and actions

    • Appointments IDs (maximum 50)

    • Job Id

    • Project Id

    • Appointment Number

    • Appointment Status

    • Technician Id

    • Customer Id

    • Appointments starts on or after

    • Appointments starts before

    • Appointments modified before

    • Appointments modified on or after

    • Appointments created on or after

    • Appointments created before

    Trigger
    Polling
    Try It
    • Active

    • Modified On Or After

    • Modified Before

    Trigger
    Polling
    Try It
    • Customers IDs (maximum 50)

    • Created before

    • Created on or after

    • Modified before

    • Modified on or after

    • Name

    • Street

    • Unit

    • City

    • State

    • Zip

    • Country

    • Phone

    • Active

    • External data application Guid

    • External data key

    • External data values

    • Tag Types

    • Tag Type Match Condition

    Trigger
    Polling
    Try It
    • Estimates IDs (maximum 50)

    • Job

    • Project

    • Job Number

    • Sold By

    • Sold By Employee

    • Active

    • Status

    • Total greater

    • Total less

    • Sold after

    • Sold before

    • Created before

    • Created on or after

    • Modified before

    • Modified on or after

    Trigger
    Polling
    Try It
servicetitan logo
servicetitan logo

About ServiceTitan

ServiceTitan is a mobile, cloud-based software platform that helps home services companies streamline operations, improve customer service, and increase sales.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
whatconverts logo
whatconverts logo

About WhatConverts

WhatConverts tracks what marketing channels generate conversions from phone calls, web forms, chat, and more.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier