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Microsoft Outlook + ServiceTitan

Create Microsoft Outlook events for new non-jobs in ServiceTitan

Effortlessly manage your workflow when a new non-job event occurs in ServiceTitan by creating an event in Microsoft Outlook. This convenient automation takes the legwork out of task management and ensures you never miss an important follow-up. All it takes is a new non-job event in ServiceTitan, and you'll find a corresponding event in your Microsoft Outlook calendar. Streamline your productivity and keep your work days perfectly organized.

Effortlessly manage your workflow when a new non-job event occurs in ServiceTitan by creating an event in Microsoft Outlook. This convenient automation takes the legwork out of task management and ensures you never miss an important follow-up. All it takes is a new non-job event in ServiceTitan, and you'll find a corresponding event in your Microsoft Outlook calendar. Streamline your productivity and keep your work days perfectly organized.

  1. When this happens...
    ServiceTitanServiceTitan
    New Non Job

    Triggers when there's a new non job.

    TriggerPolling
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    Create Event

    Create an event in the calendar of your choice.

    ActionWrite
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Supported triggers and actions

    • Projects IDs (maximum 50)

    • Customer

    • Location

    • Job Id

    • Project Status

    • Target Completion Date Before

    • Target Completion Date On Or After

    • Starts Before

    • Starts On Or After

    • Modified Before

    • Modified On Or After

    Trigger
    Polling
    Try It
    • Booking ProviderRequired

    Trigger
    Polling
    Try It
    • Modified On Or After

    • Modified Before

    • Active

    Trigger
    Polling
    Try It
    • Employee Ids (maximum 50)

    • Employee name

    • Employee active

    • Created before

    • Created on or after

    • Modified before

    • Modified on or after

    Trigger
    Polling
    Try It
    • 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
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About Microsoft Outlook

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

Related categories

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About ServiceTitan

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