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Homeworks + Pitchit

Homeworks + Pitchit integrations

Add leads to Pitchit for newly-created invoice in Homeworks

This Zap automatically adds new leads from Homeworks to Pitchit. You’ll never have to manually add leads again in Pitchit, saving you time for more important work.

When this happens...
New InvoiceTriggers when a new invoice is added.
TriggerPolling
automatically do this...
Find CustomerFind an existing customer by business name or email address or customer ID.
ActionSearch
then do this!
Add Lead to PitchitSend Lead Information to Pitchit
ActionWrite

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More things you can do with Homeworks and Pitchit

Discover other triggers and actions you can use with Homeworks and Pitchit

Close Visit
Triggers when a visit to a customer is closed.
Trigger
Polling
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New Customer
Triggers when a new customer is added.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is added.
Trigger
Polling
Try It
New Property
Triggers when a new property is added.
Trigger
Polling
Try It
Visit Not Serviced
Triggers when a visit is marked as not serviced.
Trigger
Polling
Try It

- Customer
  Required
- Estimate Number
- Estimate Date
- Item Name
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Tax Percent
- Item Description
- Discount Percent
- Estimate Notes
Action
Write
- Type
  Required
- To-do Title
  Required
- To-do Type
- Description
- Customer
- Property
Action
Write

- Property
  Required
- Property Name
- Property Size
- Property Size Type
- County Tax
- City Tax
- State Tax
- Address
- Country
- City
- State
- Postal Code
- Property Notes
Action
Write
- Search Field
  Required
- Search Value
  Required
Action
Search
- Campaign
Trigger
Instant
Try It
- Campaigns
- Facebook Business pages
- Instagram Business pages
Trigger
Instant
Try It
- Campaign
Trigger
Instant
Try It
- First Name
- Last Name
- Email Address
- Phone Number
- Title
- Company Name
- Website
- Facebook social account link
- X social account link
- Linkedin Social account link
- Instagram social account link
Action
Write

Inactive Customer
Triggers when a customer is made inactive.
Trigger
Polling
Try It
New Expense
Triggers when a new expense is added.
Trigger
Polling
Try It
New Payment
Triggers when a new payment is received.
Trigger
Polling
Try It
New To-Do
Triggers when a new to-do is added.
Trigger
Polling
Try It
- Customer Type
- Business Name
  Required
- First Name
- Last Name
- Email Address
- Phone Number
- Mobile Number
- Address
- Country
- City
- State
- Postal Code
Action
Write
- Customer
  Required
- Invoice Number
- Invoice Date
- Item Name
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Tax Percent
- Item Description
- Discount Percent
- Invoice Notes
Action
Write
- Customer
  Required
- Business Name
- First Name
- Last Name
- Email Address
- Phone Number
- Address
- Country
- City
- State
- Postal Code
- Tax Exempt
Action
Write
- Search Field
  Required
- Search Value
  Required
Action
Search
- Search Field
  Required
- Search Value
  Required
Action
Search
- Campaigns
Trigger
Instant
Try It
- Campaign
  Required
Trigger
Instant
Try It
- Campaign
Trigger
Instant
Try It

About Homeworks

Homeworks is a software that automates business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.

HelpHelp

Related categories

Sales & CRM

About Pitchit

Pitchit uses AI to instantly qualify your inbound leads from every channel, labor-free

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Related categories

AI Agents

Related Zap Templates

Add leads to Pitchit for newly-unserviced visits in Homeworks

Related Zap Templates

Add leads to Pitchit for newly-unserviced visits in Homeworks