ServiceTitan and Zapier connect to automate field service work. Trigger actions when new jobs or customers are added and create leads or tasks.
Prerequisites
To use the ServiceTitan app on Zapier, you must have:
- A ServiceTitan account on The Works or Legacy package (API access is only included with these service agreements).
- ServiceTitan administrator user permissions (the person setting up the integration must be a ServiceTitan administrator).
- Completion of the ServiceTitan Zapier registration form (required to get access to the integration).
- A Client ID and Secret Key generated from your ServiceTitan account (obtained through Settings Integrations API Application Access).
- Your ServiceTitan Tenant ID (displayed when generating the Client ID and Secret Key).
Connect ServiceTitan to Zapier
To create an app connection to ServiceTitan on Zapier:
- Go to the Apps page.
- Click + Add connection.
- A new dialog box will appear. Search for and select ServiceTitan.
- Click Add connection.
- A Connect an Account page will open in a browser tab or window.
- Complete the following fields:
- Tenant ID: Enter your ServiceTitan Tenant ID.
- Client ID: Enter your ServiceTitan Client ID.
- Client Secret: Enter your ServiceTitan Client Secret.
- Environment to use: Select production environment.
- Click Yes, Continue to ServiceTitan.
Your ServiceTitan account is now successfully connected to Zapier.
About ServiceTitan's app
Triggers, searches, and actions
Triggers
- New Project (Polling) - Triggers when there's a new project.
- New Booking (Polling) - Triggers when there's a new booking for a booking provider.
- New Call (Polling) - Triggers when a new call is created.
- New Employee (Polling) - Triggers when there's a new employee.
- New Form Submissions (Polling) - Triggers when there's a new Form Submission.
- New Job or Project Note (Polling) - Triggers when there's a new job or project note.
- New Lead Notes (Polling) - Triggers when there's a new note on a lead.
- New Location (Polling) - Triggers when there's a new location.
- New Non Job (Polling) - Triggers when there's a new non job.
- New Purchase Order (Polling) - Triggers when a new purchase order is created.
- Updated Call (Polling) - Triggers when a call is updated.
- Updated Estimate (Polling) - Triggers when an estimate is updated.
Searches
- No search actions available for this app.
Actions
- Assign Technicians - Assign technicians to an existing appointment
- Cancel Appointment - Cancels an appointment.
- Create Booking Contact - Adds a contact to an existing booking
- Create Customer - Creates a new customer
- Create Customer Note - Creates a new customer note
- Create Estimate - Creates a new estimate
- Create Invoice Adjustment - Creates a new Invoice Adjustment
- Create Job Attachments - Add attachments to a job
- Create Lead - Create Lead (EXISTING Customer/Location)
- Create Lead Attribution Call - Creates a new lead attribution call
- Create Lead Follow Up - Creates a lead follow up
- Create Lead Note - Creates a new note in a lead
- Create Location Contact - Adds a contact to an existing location
- Create Payroll Adjustments - Creates new payroll adjustments
- Create Purchase Order - Create a new purchase order
- Create Task - Creates a new task
- Detach Job - Detaches Job from the project.
- Hold Appointment - Puts the appointment on hold.
- Reschedule Appointment - Reschedules an appointment.
- Update Customer - Updates an existing customer
- Employee Account Actions - Performs standard actions with the account
- Update Installed Equipments - Updates an existing Installed Equipment.
- Update Invoice Items - Updates the items in an invoice by id
- Update Lead - Updates a lead by id
Limitations
- Zapier functionality is not officially supported by ServiceTitan and is made available on an 'as is' basis without warranty.
- API rate limits apply. Standard rate limit is 60 calls per second per application per tenant for regular APIs, and 5 of the same report per minute per tenant for reporting APIs.
- Content Storage Restrictions apply. You must not store or cache any Content obtained from the APIs for longer than 24 hours, except as expressly permitted.
- ServiceTitan only supports API-related issues (500 errors) and does not provide support for setting up Zaps. Users must contact Zapier support for setup assistance.
- You cannot manage Zapier credentials through Enterprise Hub. You must submit separate requests for each tenant.
- ServiceTitan reserves the right to alter, amend, or disable Zapier functionality at any time without notice. Learn more in ServiceTitan's Zapier FAQs.
Templates
View all of ServiceTitan's templates.
Use cases
- 5 ways to automate ServiceTitan with Zapier
- How to bridge the gap between marketing and sales with automation
Additional ServiceTitan resources