All integrationsCRM & Contacts

ServiceTitan

Manage customers, locations and leads, and look up jobs, appointments and team settings.

actions
25
triggers
10

Triggers

Start a workflow when something happens in ServiceTitan.

  • New customerRuns when new customer is observed in ServiceTitan. Existing records establish the initial baseline. Polling follows your workspace plan; snapshots are limited to 4,000 records.
  • New or updated customerRuns when new or updated customer is observed in ServiceTitan. Existing records establish the initial baseline. Polling follows your workspace plan; snapshots are limited to 4,000 records.
  • New locationRuns when new location is observed in ServiceTitan. Existing records establish the initial baseline. Polling follows your workspace plan; snapshots are limited to 4,000 records.
  • New or updated locationRuns when new or updated location is observed in ServiceTitan. Existing records establish the initial baseline. Polling follows your workspace plan; snapshots are limited to 4,000 records.
  • New leadRuns when new lead is observed in ServiceTitan. Existing records establish the initial baseline. Polling follows your workspace plan; snapshots are limited to 4,000 records.
  • New or updated leadRuns when new or updated lead is observed in ServiceTitan. Existing records establish the initial baseline. Polling follows your workspace plan; snapshots are limited to 4,000 records.
  • New jobRuns when new job is observed in ServiceTitan. Existing records establish the initial baseline. Polling follows your workspace plan; snapshots are limited to 4,000 records.
  • New or updated jobRuns when new or updated job is observed in ServiceTitan. Existing records establish the initial baseline. Polling follows your workspace plan; snapshots are limited to 4,000 records.
  • New appointmentRuns when new appointment is observed in ServiceTitan. Existing records establish the initial baseline. Polling follows your workspace plan; snapshots are limited to 4,000 records.
  • New or updated appointmentRuns when new or updated appointment is observed in ServiceTitan. Existing records establish the initial baseline. Polling follows your workspace plan; snapshots are limited to 4,000 records.

Actions

Steps a workflow can run in ServiceTitan.

  • List contactsList contacts.
  • Get customerGet customer.
  • Update customerUpdate customer.
  • List customersList customers.
  • Create customerCreate customer.
  • List customer contactsList customer contacts.
  • Create customer contactCreate customer contact.
  • Get leadGet lead.
  • Update leadUpdate lead.
  • List leadsList leads.
  • Create leadCreate lead.
  • Get locationGet location.
  • Update locationUpdate location.
  • Create locationCreate location.
  • List locationsList locations.
  • List location contactsList location contacts.
  • Create location contactCreate location contact.
  • Get appointmentGet appointment.
  • List appointmentsList appointments.
  • Get jobGet job.
  • List jobsList jobs.
  • List job typesList job types.
  • List techniciansList technicians.
  • List business unitsList business units.
  • List tag typesList tag types.

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