Tripleseat logo Tripleseat automation · runs daily

Convert Tripleseat leads to prospect events or bookings

Web-form leads pile up in Tripleseat overnight, and each one needs a person to read the request, look at the calendar and click Convert this Lead before a competitor replies.

Cotlet does it in your own Tripleseat account with list_leads, get_lead, check_room_availability, convert_lead and turn_down_lead, called by your AI agent, an n8n workflow or a script.

Sign up free All Tripleseat tools

Hosted · nothing to install or maintain

Can Tripleseat do this on its own?

Tripleseat has no way to convert leads in bulk from the Leads page, and its API spec lists endpoints to create, read, search and update a lead but none to convert or turn one down (checked 17 Oct 2026). Webhooks such as CONVERT_LEAD and LEAD_TURNED_DOWN only report a conversion after someone clicked. Converting many leads to contacts is a Mass-Update Request to Tripleseat Support, which can carry fees.

How you do it in Tripleseat today

  1. Open Leads in the left sidebar, set Conversion Status to Not Converted, clear the Date Range and press Clear All under Filters, because an old filter can hide new leads.
  2. Open a lead and read the event description, date, guest count and contact preference to confirm the guest wants to book.
  3. Open the calendar for that date and room to see whether another Tentative or Definite event already holds it.
  4. Click Convert this Lead and choose an event or Convert to Booking; the lead details fill the new record, then you add the status and the event space.
  5. If the lead does not fit, convert it to a Contact or Account to keep the details, or turn it down if you do not want to store the guest.

How to convert Tripleseat leads to prospect events or bookings

Prompt

Go through Tripleseat leads that are not converted yet. If the date is free in the room they asked for, convert the lead to a Prospect event. Turn down anything outside our capacity and leave the rest for me with a one-line reason.
  1. 01

    Read the whole queue

    list_leads with conversion_status Not converted pulls every open lead and pages through the cursor, so a long weekend is judged as one batch.

  2. 02

    Read each request

    get_lead gives the event description, date, times, guest count and contact preference. The agent compares them with the rule in your prompt, for example a minimum guest count or a room you do not rent for weddings.

  3. 03

    Check the room first

    check_room_availability looks at the room and date. Tentative and Definite events and blocking calendar notes count as taken; Prospect events do not, because Tripleseat lets Prospect events overlap.

  4. 04

    Convert or turn down

    convert_lead creates a Prospect event with the lead details; turn_down_lead is used only for requests your rule clearly excludes. Both ask for your OK per call until you switch confirmation off.

  5. 05

    Leave doubts open

    A lead with no date, a room that is taken or an unclear request stays unconverted and is listed for you with the reason, so nothing is turned down by guesswork.

What you get back

Example data

Open leads: 9
Converted to Prospect event 4:
- Okafor birthday dinner, 14 Nov, Garden Room, 28 guests
- Lindqvist team lunch, 20 Nov, Loft, 16 guests
Turned down 2 (under your 15-guest minimum for the Loft)
Left for you 3:
- Martin wedding: asks for Garden Room on 28 Nov, held by a Tentative event
- Patel anniversary: no date given

Other ways to ask

  • Every morning, convert leads for weekday lunches to Prospect events in the Loft and list weekend requests for me.
  • Convert leads that mention a corporate account we already have as a contact to a booking, not a single event.
  • Show me the open leads with the room status for each requested date, and convert nothing yet.
  • Turn down leads for dates inside the next 7 days and tell me which ones.

What Tripleseat allows, and what to know first

  • Tripleseat has no mass convert on the Leads page, so every conversion is one lead and one click by hand today.
  • A Prospect event is the first stage of a booking, and Prospect events can overlap other Prospect events on the calendar.
  • Tripleseat sends the guest no auto-response email or notification when you convert or turn down a lead.
  • Conversion Status on the Leads page has four values: Not Converted, Converted to Bookings/Events, Converted to Contacts and Turned Down.
  • Tripleseat recommends keeping a lead you do not pursue as a Contact or Account, and turning it down only if you do not want to store the guest.

convert_lead and turn_down_lead ask for your OK by default. To run it daily without you, switch confirmation off for those tools in your dashboard.

Sources: Tripleseat Help: Lead Conversion · Tripleseat Help: Why would I Turn Down a Lead? · Tripleseat Help: Troubleshooting Missing Leads · Tripleseat Help: Mass-Update Requests

Call convert_lead from a script

curl

curl -X POST https://cotlet.dev/api/v1/tripleseat/leads/90412/convert \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"convert_to":"prospect_event","room_id":3301,"event_name":"Okafor birthday dinner"}'

Example response

{
  "lead_id": 90412,
  "converted_to": "prospect_event",
  "event_id": 5530340,
  "booking_id": 770412,
  "event_name": "Okafor birthday dinner",
  "status": "Prospect",
  "room": "Garden Room",
  "converted_at": "2026-10-17T10:10:00-04:00"
}

MCP: add https://cotlet.dev/mcp/v1 with the same key; the call is tripleseat_write → convert_lead. Example data.

Schedule it in n8n, Make, Zapier or cron

Tripleseat tools this automation uses

Cotlet Tripleseat tools used to convert Tripleseat leads to prospect events or bookings
Tool Parameters
list_leads conversion_status, created_after, location_id, limit, cursor
get_lead lead_id
check_room_availability room_id, date, start_time, end_time
convert_lead lead_id, convert_to, room_id, event_name, status
turn_down_lead lead_id
All 15 Tripleseat tools with descriptions

Frequently asked questions

Is it safe to connect Tripleseat to Cotlet?

Yes. You sign in to Tripleseat yourself, in your own Cloud Browser in the EU, and we never save your password. Your agents only get Tripleseat once you enable it, every background request is listed, and the browser profile is stored encrypted with AES-256-GCM, the cipher 1Password uses for its vaults. The AI model never sees a login, posts and messages wait for your OK, and Disable for agents cuts access in one click. Independent scanners grade cotlet.dev A+ on Qualys SSL Labs, securityheaders.com and Mozilla Observatory; live results are on https://cotlet.dev/security.

Give your agent access to Tripleseat.

Free 7-day trial with 2,000 credits, no card needed. Cotlet is independent and not affiliated with Tripleseat.

Sign up free