WhatConverts + Zenoti

Close invoices in Zenoti and create leads in WhatConverts

Streamline your sales process with this intuitive workflow. When an invoice closure occurs in Zenoti, it directly stimulates a lead creation in WhatConverts. This automation not only saves you from manual data entry but also initiates a prompt response, driving your sales forward with efficiency and time-effectiveness. Turn your completed transactions into potential sales opportunities seamlessly.

When this happens...
Invoice Closure
Triggers when an Invoice is Closed.
TriggerInstant
automatically do this!
Create Lead
Create a new lead.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

Appointment Complete
Triggers when a appointment is completed.
Trigger
Instant
Try It
Appointment Group Status
Triggers when an appointment group status is changed.
Trigger
Instant
Try It
Class Booking Approve
Triggers when a Class Booking is Approved.
Trigger
Instant
Try It
Class Booking Create
Triggers when a Class Booking is Created.
Trigger
Instant
Try It
Class Booking No Show
Triggers when a Class Booking is marked NoShow.
Trigger
Instant
Try It

Class Schedule Cancel
Triggers when a Class Schedule is Cancelled.
Trigger
Instant
Try It
Class Schedule Delete
Triggers when a Class Schedule is Deleted.
Trigger
Instant
Try It

Employee Create
Triggers when an Employee is created.
Trigger
Instant
Try It
Employee Update
Triggers when an Employee is Updated.
Trigger
Instant
Try It
Guest Delete
Triggers when a Guest is Deleted.
Trigger
Instant
Try It
Guest Membership Create
Triggers when a Guest Membership is Created.
Trigger
Instant
Try It
Guest Membership Reinstate
Triggers when a Guest Membership is Reinstated.
Trigger
Instant
Try It
Guest Merge
Triggers when multiple Guests are merged.
Trigger
Instant
Try It
Invoice Closure
Triggers when an Invoice is Closed.
Trigger
Instant
Try It
- CodeRequired
- CenterRequired
- Is Consultant?
- First NameRequired
- Last NameRequired
- Email IDRequired
- Gender
- Date Of Birth
- Mobile NumberRequired
- Mobile Country Code
- Address1
- Address 2
- City
- Country ID
- State ID
- Zip Code
- User NameRequired
- Job ID
Action
Write
- Center IDRequired
- Opportunity TitleRequired
- Opportunity Description
- Opportunity Owner ID
- Guest IDRequired
- Employee IDRequired
- Priority
- Follow-Up dateRequired
- expected close date
- listed amount
- offered amount
Action
Write
- Guest IDRequired
Action
Search
- Guest IDRequired
- Center IDRequired
- User code
- Username
- First NameRequired
- Last Name
- Email ID
- Nationality
- Gender
- Date Of Birth
- Country ID
- Number
- Address 1
- City
- Country ID
- State ID
- Zip Code
- Primary Employee
- Referral Source
- Receive Transactional Email
- Receive Transactional Sms
- Receive Marketing Email
- Receive Marketing Sms
Action
Search or write
- Lead Type
- Phone Calls (Completed)Required
- Phone Calls (Modified)
- Phone Calls (In Progress)
- Text MessagesRequired
- Web FormsRequired
- E-Commerce TransactionsRequired
- Custom EventsRequired
- Chats (Completed)Required
- Chats (In Progress)
- EmailsRequired
- AppointmentsRequired
- OtherRequired
- ProfileRequired
Trigger
Instant
Try It
- Lead TypeRequired
- Send Notification
- Profile
- Date & Time
- Quotable
- Quote Value
- Sales Value
- WC Client Current
- Referrer Source
- Referrer Medium
- Referrer Campaign
- Referrer Content
- Referrer Keyword
- IP Address
- Email Address
- Phone Number
- User ID
- Gclid
- Msclkid
- Fbclid
- Fbpid
- Lead Page
- Landing Page
- Operating System
- Browser
- Device Type
- Device Make
- Sender Name
- Email Subject
- Email Message
- Form Name
- Tracking Number Name
- Tracking Number
- Destination Number
- Caller Number
- Caller Name
- Call Duration in Seconds
- City
- Zip
- State
- Country
- Answer Status
- Line Type
- Call Transcription
- Voicemail Transcription
- Message
- Event Category
- Event Action
- Event Label
- Transaction ID
- Transaction Tax
- Transaction Shipping
- Additional Fields
Action
Write
- ProfileRequired
- Lead ID
- Lead Type
- Lead Status
- Start Date
- End Date
- Quotable
- Quote Value
- Sales Value
- Caller Number
- Email Address
- User ID
- Spam
- Duplicate
- Lead Source
- Lead Medium
- Lead Campaign
- Lead Content
- Lead Keyword
Action
Search

Appointment Group Create
Triggers when a appointment is completed.
Trigger
Instant
Try It
Appointment Start
Triggers when a Appointment is Started.
Trigger
Instant
Try It
Class Booking Cancel
Triggers when a Class Booking is Cancelled.
Trigger
Instant
Try It
Class Booking Delete
Triggers when a Class Booking is Deleted.
Trigger
Instant
Try It
Class Booking Reject
Triggers when a Class Booking is Rejected.
Trigger
Instant
Try It
Class Schedule Create
Triggers when a Class Schedule is Created.
Trigger
Instant
Try It
Class Schedule Update
Triggers when a Class Schedule is Updated.
Trigger
Instant
Try It
Employee Delete
Triggers when an Employee is Deleted.
Trigger
Instant
Try It
Guest Create
Triggers when a new guest is created.
Trigger
Instant
Try It
Guest Membership Cancel
Triggers when a Guest Membership is cancelled.
Trigger
Instant
Try It
Guest Membership Freeze
Triggers when a Guest Membership is Freezed.
Trigger
Instant
Try It
Guest Membership Unfreeze
Triggers when a Guest Membership Unfreezes.
Trigger
Instant
Try It
Guest Update
Triggers when an existing guest is updated.
Trigger
Instant
Try It
List All Employee Jobs
Api to list the jobs setup at organization.
Trigger
Polling
Try It
- Center IDRequired
- User code
- Username
- First NameRequired
- Last Name
- Email ID
- Nationality
- Gender
- Date Of Birth
- Country ID
- Number
- Address 1
- City
- Country ID
- State ID
- Zip Code
- Primary Employee
- Referral Source
- Receive Transactional Email
- Receive Transactional Sms
- Receive Marketing Email
- Receive Marketing Sms
Action
Write
- First Name
- Last Name
- phone
- username
- email
- Guest Center ID
Action
Search
- First NameRequired
- Last Name
- phone
- Username
- Email ID
- Guest Center ID
- Center IDRequired
- User code
- Nationality
- Gender
- Date Of Birth
- Country ID
- Number
- Address 1
- City
- Country ID
- State ID
- Zip Code
- Primary Employee
- Referral Source
- Receive Transactional Email
- Receive Transactional Sms
- Receive Marketing Email
- Receive Marketing Sms
Action
Search or write
- Lead Type
- Phone Calls (Completed)Required
- Phone Calls (Modified)Required
- Phone Calls (In Progress)Required
- Text MessagesRequired
- Web FormsRequired
- E-Commerce TransactionsRequired
- Custom EventsRequired
- Chats (Completed)Required
- Chats (In Progress)Required
- EmailsRequired
- AppointmentRequired
- OtherRequired
- ProfileRequired
Trigger
Instant
Try It
- Profile
- Account
- Lead Type
- Lead Status
- Start Date
- End Date
- Quotable
- Quote Value
- Sales Value
- Spam
- Duplicate
- Lead Source
- Lead Medium
- Lead Campaign
- Lead Content
- Lead Keyword
Action
Write
- Lead IDRequired
- Quotable
- Quote Value
- Sales Value
- Lead Page
- Additional Fields
Action
Write
- ProfileRequired
- Lead ID
- Lead TypeRequired
- Lead Status
- Start Date
- End Date
- Quotable
- Quote Value
- Sales Value
- Caller Number
- Email Address
- User ID
- Spam
- Duplicate
- Referrer Source
- Referrer Medium
- Referrer Campaign
- Referrer Content
- Referrer Keyword
- Send Notification
- Date & Time
- WC Client Current
- IP Address
- Phone Number
- Gclid
- Msclkid
- Fbclid
- Fbpid
- Lead Page
- Landing Page
- Operating System
- Browser
- Device Type
- Device Make
- Sender Name
- Email Subject
- Email Message
- Form Name
- Tracking Number Name
- Tracking Number
- Destination Number
- Caller Name
- Call Duration in Seconds
- City
- Zip
- State
- Country
- Answer Status
- Line Type
- Call Transcription
- Voicemail Transcription
- Message
- Event Category
- Event Action
- Event Label
- Transaction ID
- Transaction Tax
- Transaction Shipping
- Additional Fields
Action
Search or write

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

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

About Zenoti

Zenoti provides an all-in-one, cloud-based software solution for the spa, salon and med spa industry.

Learn more

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

WhatConverts + Zenoti

Close invoices in Zenoti and create leads in WhatConverts

Appointment Complete

Appointment Group Status

Class Booking Approve

Class Booking Create

Class Booking No Show

Class Schedule Cancel

Class Schedule Delete

Employee Create

Employee Update

Guest Delete

Guest Membership Create

Guest Membership Reinstate

Guest Merge

Invoice Closure

Create Employee

Create Opportunity

Search Guest by ID

Find Guest by ID or Create Guest

Updated Lead

Create Lead

Find Lead

Appointment Group Create

Appointment Start

Class Booking Cancel

Class Booking Delete

Class Booking Reject

Class Schedule Create

Class Schedule Update

Employee Delete

Guest Create

Guest Membership Cancel

Guest Membership Freeze

Guest Membership Unfreeze

Guest Update

List All Employee Jobs

Create Guest

Search for a Guest

Find or Create Guests

New Lead

Create Export

Update Lead

Find or Create Lead

About WhatConverts

Related categories

Similar apps

Zapier Interfaces

About Zenoti

Related categories

Similar apps

Zapier Interfaces