ServiceTitan and Salesflare

CRM (Customer Relationship Management) servicetitan.com ↗

How to connect ServiceTitan

Via Zapier — 104 operations available. Set it up ↗
Via Make — 9 modules available. Set it up ↗

What you can automate

When new Appointment in ServiceTitan, create meeting, then create call in Salesflare.
When new Booking in ServiceTitan, create meeting, then create call in Salesflare.
When new Business Unit in ServiceTitan, find or create account in Salesflare.
When new Customer in ServiceTitan, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Estimate in ServiceTitan, create opportunity in Salesflare.
When new Form Submissions in ServiceTitan, find or create contact in Salesflare.

About ServiceTitan

ServiceTitan is a mobile, cloud-based software platform that helps home services companies streamline operations, improve customer service, and increase sales.

ServiceTitan operations on Zapier

Triggers (24)

Start a workflow when this happens

New Appointment — Triggers when there's a new appointments.
New Booking — Triggers when there's a new booking for a booking provider.
New Business Unit — Triggers when there's a new Business Unit.
New Call — Triggers when a new call is created.
New Customer — Triggers when there's a new customers.

Show 19 more triggers

New Employee — Triggers when there's a new employee.
New Equipment — Triggers when new equipment is added.
New Estimate — Triggers when there's a new estimate.
New Form Submissions — Triggers when there's a new Form Submission.
New Invoice — Triggers when there's a new invoices.
New Job — Triggers when there's a new job.
New Job or Project Note — Triggers when there's a new job or project note.
New Lead — Triggers when there's a new lead.
New Lead Notes — Triggers when there's a new note on a lead.
New Location — Triggers when there's a new location.
New Non Job — Triggers when there's a new non job.
New Payment — Triggers when there's a new payment.
New Project — Triggers when there's a new project.
New Purchase Order — Triggers when a new purchase order is created.
New Technician — Triggers when there's a new technician.
Updated Call — Triggers when a call is updated.
Updated Equipment — Triggers when an equipment is updated.
Updated Estimate — Triggers when an estimate is updated.
Updated Job — Triggers when a job is updated.

Actions (54)

Things Salesflare can make it do

API Request (Beta) — This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
Apply Tag to Customer — Apply Tag Types to customer
Assign Technicians — Assign technicians to an existing appointment
Attach Job — Attaches Job to the specified project.
Cancel Appointment — Cancels an appointment.

Show 49 more actions

Create Appointment — Adds a new appointment to an existing job.
Create Booking — Creates a new booking
Create Booking Contact — Adds a contact to an existing booking
Create Customer — Creates a new customer
Create Customer Contact — Adds a contact to an existing customer
Create Customer Note — Creates a new customer note
Create Employee — Creates a new employees
Create Estimate — Creates a new estimate
Create Installed Equipments — Creates a new Installed Equipment
Create Invoice Adjustment — Creates a new Invoice Adjustment
Create Job — Creates a new job
Create Job Attachments — Add attachments to a job
Create Job or Project Note — Creates a new note in a job or project
Create Lead — Create Lead (EXISTING Customer/Location)
Create Lead Attribution Booking — Creates a new lead attribution booking
Create Lead Attribution Call — Creates a new lead attribution call
Create Lead Attribution Form — Creates a new lead attribution form
Create Lead Follow Up — Creates a lead follow up
Create Lead Form — Create Lead (NO Customer/Location)
Create Lead Note — Creates a new note in a lead
Create Location — Creates a new location
Create Location Contact — Adds a contact to an existing location
Create Non Job Appointments — Creates a new non job appointments
Create Payroll Adjustments — Creates new payroll adjustments
Create Project — Creates a new project
Create Purchase Order — Create a new purchase order
Create Sub Task — Creates a new sub task
Create Task — Creates a new task
Create Technician — Creates a new technician
Detach Job — Detaches Job from the project.
Dismiss Lead — Dismisses a lead by id
Employee Account Actions — Performs standard actions with the account
Hold Appointment — Puts the appointment on hold.
Remove Hold Appointment — Removes hold from the appointment.
Reschedule Appointment — Reschedules an appointment.
Technician Account Actions — Performs standard actions with the account
Unassigns Technicians — Unassigns the list of technicians from the appointment
Update Customer — Updates an existing customer
Update Employee — Updates an existing employee
Update Estimate Items — Updates the items in an estimate by id
Update Installed Equipments — Updates an existing Installed Equipment.
Update Invoice — Updates an invoice by id
Update Invoice Items — Updates the items in an invoice by id
Update Job — Updates a job by id
Update Lead — Updates a lead by id
Update Location — Updates a location
Update Project — Updates a project by id
Update Purchase Order — Update an existing purchase order
Update Technician — Updates an existing technician

Searches (26)

Look up existing records

Search All Location Contacts — Search All Location Contacts
Search Appointment Assignments — Gets a list of appointment assignments
Search Appointments — Search appointments
Search Booking Providers — Searches Booking Providers
Search Business Unit — Search Business Units

Show 21 more searches

Search Campaigns — Search Campaigns
Search Categories — Get the categories in your pricebook.
Search Customer Contacts — Search Customer Contacts
Search Customers — Search for customers that match a query.
Search Discount and Fees — Get data on all of the discounts or fees in the pricebook.
Search Employee — Searches an Employee
Search Equipments — Get data on all of the equipment in the pricebook.
Search Estimates — Search Estimates
Search Installed Equipments — Search an Installed Equipment by Id or Location
Search Invoices — Search Invoices
Search Job Types — Search job types
Search Jobs — Search Jobs
Search Leads — Search Leads
Search Location — Searches a Location
Search Materials — Get details on materials in the pricebook.
Search Projects — Search projects
Search Purchase Order — Search a purchase order.
Search Services — Get data on all of the services in the pricebook
Search Tag Types — Search tag types
Search Technician — Searches a Technician
Search Vendors — Searches vendors