Convert chatbot lead captures into new CRM contacts

When a visitor provides contact details during a chat in IsOn24 AI Voice Assistant, automatically create or update their contact profile and log the activity in ServiceTitan.

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See all IsOn24 AI Voice Assistant + ServiceTitan integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

IsOn24 AI Voice Assistant Explore IsOn24 AI Voice Assistant →

Triggers

New conversation started

Fires when a new chat or conversation begins in IsOn24 AI Voice Assistant.

Lead captured in chat

Fires when IsOn24 AI Voice Assistant captures a lead during a conversation.

Conversation handed off

Fires when IsOn24 AI Voice Assistant escalates a conversation to a human.

Actions

Send a message

Sends a message to a user through IsOn24 AI Voice Assistant.

Generate an answer

Asks IsOn24 AI Voice Assistant a question against its knowledge base and returns the answer.

Summarize a conversation

Uses IsOn24 AI Voice Assistant to summarize a chat transcript.

Create a ticket from a chat

Opens a support ticket from an IsOn24 AI Voice Assistant conversation.

ServiceTitan Explore ServiceTitan →

Triggers

New lead created

Fires when a new lead or contact is created in ServiceTitan.

Deal stage changed

Fires when a deal moves to a new stage in ServiceTitan.

Deal won

Fires when a deal is marked won in ServiceTitan.

Contact updated

Fires when a field on a contact changes in ServiceTitan.

Actions

Create or update contact

Creates or updates a contact in ServiceTitan.

Create deal

Creates a new deal in ServiceTitan.

Update deal stage

Moves a deal to a new stage in ServiceTitan.

Log activity

Logs a call, email, or note against a record in ServiceTitan.

Open deal opportunities after chatbot handoffs When an AI chatbot handoff occurs in IsOn24 AI Voice Assistant, automatically create a new sales deal in ServiceTitan so account executives can take over seamless follow-up. See details

Send personalized AI chatbot messages when deal stages change When a lead moves to a specific deal stage in ServiceTitan, automatically instruct IsOn24 AI Voice Assistant to send a targeted follow-up or answer prospective buyer questions. See details

See all IsOn24 AI Voice Assistant + ServiceTitan integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Convert chatbot lead captures into new CRM contacts” between IsOn24 AI Voice Assistant and ServiceTitan?

Yes — describe it in the box above and Knit's Integrations Agent researches IsOn24 AI Voice Assistant and ServiceTitan's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting a chatbot to my CRM benefit my sales team?

Leads gathered by IsOn24 AI Voice Assistant are immediately passed to ServiceTitan as updated contacts or sales opportunities, giving reps rich context without manual data entry.

Can chatbot conversations automatically update existing sales deals?

Yes, when a conversation is handed off or finished in IsOn24 AI Voice Assistant, details and interaction logs can automatically update contact profiles or deal stages in ServiceTitan.