Capture an inquiry
Add a lead form without supplying an existing ServiceTitan customer or location ID.
Create a lead form with the caller’s contact details, service address, and a summary of the request. Your team reviews the inquiry in ServiceTitan and confirms the next step.
Via Zapier
Tinylawn remains the intake layer. Zapier moves selected lead data into the action you configure; your destination tool remains where the team manages the work.
When a call or intake flow creates a lead, the New Lead trigger starts your enabled Zap with the captured details. It does not wait for your team to approve the lead.
Map the fields your chosen action accepts. Add filters for missing required values and test the resulting record before turning the Zap on.
Use Create Lead Form, described in Zapier as Create Lead (NO Customer/Location). Map Name, Email, Phone Number, Street, City, State, and Zip. Preserve service needs, requested timing, the lead ID, and Tinylawn link in Summary.
Requires a Zapier account, a Tinylawn organization API key, and access to the destination account. Destination action availability can depend on that provider’s plan.
Add a lead form without supplying an existing ServiceTitan customer or location ID.
Include the service needs and requested property and timing in the intake summary.
Keep the original Tinylawn record available while your team decides the next step.
This guide covers the Zapier workflow: Tinylawn’s New Lead trigger sends captured details to ServiceTitan through its supported Zapier actions. You need accounts for both apps and Zapier. This workflow sends data one way from Tinylawn.
New Lead is the only Tinylawn trigger. An enabled Zap starts automatically when a lead is created, without a Tinylawn approval step. Your team still confirms requested service and timing. Changes to an existing lead do not trigger another run.
This workflow sends data one way when a lead is created. Later edits in either app do not sync through New Lead. Before replaying a run or enabling a second Zap, check for records already created: a create action can produce duplicates. Find-or-create steps only match by the rules you configure.
Available fields include Customer name, email, and phone, Street, city, state, and postal code, Service needs and requested timing in Summary, Tinylawn lead ID and link. Empty values remain empty, and the destination action determines which fields it accepts.