ServiceTitan + Slack

Send Slack messages for new ServiceTitan leads

Easily stay informed about any new leads in ServiceTitan with this essential workflow. It ensures that every time a new lead is created in ServiceTitan, a personalized message is sent to your selected Slack channel without delay. This keeps your team informed promptly, making it easier to act on new leads swiftly and efficiently. Perfect for businesses seeking to enhance their lead response strategy and team communication.

Easily stay informed about any new leads in ServiceTitan with this essential workflow. It ensures that every time a new lead is created in ServiceTitan, a personalized message is sent to your selected Slack channel without delay. This keeps your team informed promptly, making it easier to act on new leads swiftly and efficiently. Perfect for businesses seeking to enhance their lead response strategy and team communication.

  1. When this happens...
    ServiceTitanServiceTitan
    New Lead

    Triggers when there's a new lead.

    TriggerPolling
  2. automatically do this!
    SlackSlack
    Send Channel Message

    Triggers when a new message is posted to a specific #channel you choose.

    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
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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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slack logo
slack logo

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.
Learn more

Related categories

  • Team Chat

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