Microsoft Outlook + ServiceTitan

Send emails in Microsoft Outlook for new appointments in ServiceTitan

Keep track of all your new appointments in ServiceTitan by setting up this workflow. Each time a new appointment is made in ServiceTitan, an email will be sent via Microsoft Outlook informing you or the intended recipient of the details. This streamlines your scheduling process, ensuring you are always aware of the latest bookings in real-time. Enhance your efficiency and stay in control with this seamless communication workflow.

Keep track of all your new appointments in ServiceTitan by setting up this workflow. Each time a new appointment is made in ServiceTitan, an email will be sent via Microsoft Outlook informing you or the intended recipient of the details. This streamlines your scheduling process, ensuring you are always aware of the latest bookings in real-time. Enhance your efficiency and stay in control with this seamless communication workflow.

  1. When this happens...
    ServiceTitanServiceTitan
    New Appointment

    Triggers when there's a new appointments.

    TriggerPolling
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    Send Email

    Send an email from your Outlook account.

    ActionWrite
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Supported triggers and actions

    • Appointments IDs (maximum 50)

    • Job Id

    • Project Id

    • Appointment Number

    • Appointment Status

    • Technician Id

    • Customer Id

    • Appointments starts on or after

    • Appointments starts before

    • Appointments modified before

    • Appointments modified on or after

    • Appointments created on or after

    • Appointments created before

    Trigger
    Polling
    Try It
    • Active

    • Modified On Or After

    • Modified Before

    Trigger
    Polling
    Try It
    • Customers IDs (maximum 50)

    • Created before

    • Created on or after

    • Modified before

    • Modified on or after

    • Name

    • Street

    • Unit

    • City

    • State

    • Zip

    • Country

    • Phone

    • Active

    • External data application Guid

    • External data key

    • External data values

    • Tag Types

    • Tag Type Match Condition

    Trigger
    Polling
    Try It
    • Estimates IDs (maximum 50)

    • Job

    • Project

    • Job Number

    • Sold By

    • Sold By Employee

    • Active

    • Status

    • Total greater

    • Total less

    • Sold after

    • Sold before

    • Created before

    • Created on or after

    • Modified before

    • Modified on or after

    Trigger
    Polling
    Try It
microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
Learn more

Related categories

  • Calendar
  • Email
  • Microsoft

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servicetitan logo

About ServiceTitan

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

Related categories

  • CRM (Customer Relationship Management)

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