How to Send weForms Data to ServiceTitan

ServiceTitan is a field service management platform. If you want weForms submission synced to ServiceTitan, you could pay for a cloud automation service. Or you could do it directly from WordPress. This is the direct route.

Why connect directly?

Cloud automation tools like Zapier charge per task and route your data through external servers. AFI processes everything on your WordPress site. No per-submission fees, no external dependencies.

What you will need

• A WordPress site with weForms installed and configured.
• A ServiceTitan account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect ServiceTitan to AFI

1. Contact your ServiceTitan account manager for API access.
2. In WordPress, go to AFI → Settings → ServiceTitan.
3. Enter the client ID and secret.
4. Click Save and authorize the connection.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it weForms to ServiceTitan.

2. Pick your trigger

Select weForms as the form provider. AFI fires when a form is submitted, giving you access to submitter name, email, phone, and any custom form fields.

3. Select ServiceTitan as the destination

Choose ServiceTitan from the platform dropdown and pick Add Customer. This creates a customer in ServiceTitan.

4. Map fields

Match each ServiceTitan field on the left to the corresponding weForms field on the right. Common mappings include submitter name, email, phone, and any custom form fields. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

Only want to send certain records? Set up a conditional rule based on any field value.

6. Save and test

Click Save Integration. Trigger a test event in weForms. Check ServiceTitan to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

The free version maps name, email, phone, and address to ServiceTitan with unlimited records. Pro adds custom field mapping. No per-record fees on any plan.

Frequently asked questions

Which weForms events trigger the integration?

AFI fires when a form is submitted. This covers new submissions and relevant status changes.

Will adding this slow down my site?

No. AFI sends data to the destination after the event completes. Your site performance is not affected.

Can I send data to multiple platforms?

Yes. Create a separate integration for each destination, and every record flows to all of them simultaneously.

Get started

Install Advanced Form Integration free from WordPress.org and connect weForms to ServiceTitan in minutes.