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.
No actions match that.
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