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Zapier makes it easy to integrate Microsoft Outlook with ServiceTitan - no code necessary. See how you can get setup in minutes.

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Microsoft Outlook
Microsoft Outlook logo
Microsoft Outlook
1. Choose trigger event
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ServiceTitan
ServiceTitan logo
ServiceTitan
2. Choose action
Microsoft Outlook logo
1. Select the event
Setup
Test
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Microsoft Outlook
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Calendar Event Start" from Microsoft Outlook.

Add your action

An action happens after the trigger—such as "Apply Tag to Customer" in ServiceTitan.

You’re connected!

Zapier seamlessly connects Microsoft Outlook and ServiceTitan, automating your workflow.

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

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Frequently Asked Questions about Microsoft Outlook + ServiceTitan integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Outlook and ServiceTitan

How can I integrate Microsoft Outlook with ServiceTitan using Zapier?

To integrate Microsoft Outlook with ServiceTitan, you can set up a Zap in Zapier. This requires you to connect both apps in your Zapier account and then configure triggers and actions. Common triggers from Outlook might include receiving a new email or a calendar event starting, while actions in ServiceTitan could be creating a new job or updating customer information.

What triggers are available for Microsoft Outlook when integrating with ServiceTitan?

When integrating with ServiceTitan, the available triggers for Microsoft Outlook include receiving a new email, updating a contact, adding an event to the calendar, and creating a new task. These triggers allow you to automate responses or actions within ServiceTitan based on activities happening in Outlook.

What actions can be performed in ServiceTitan through the integration with Microsoft Outlook?

Through integration with Microsoft Outlook, actions that can be performed in ServiceTitan include creating a new job based on an email received, updating customer records when calendar events occur, and logging communication details into job notes directly from emails.

Can I create an automated workflow to log emails from specific contacts into ServiceTitan?

Yes, you can set up an automated workflow by using a trigger in Microsoft Outlook like 'New Email From' specific contacts. This trigger can lead to an action in ServiceTitan such as logging the email content into customer job notes or updating customer interactions.

Is it possible to update customer information in ServiceTitan based on calendar events from Microsoft Outlook?

Certainly! You can use the 'Event Start' or 'Event Update' triggers in Microsoft Outlook as the basis for automation. For example, these events could automatically update related customer appointment records within ServiceTitan.

How do we handle duplicate entries when automating between Microsoft Outlook and ServiceTitan?

Our platform offers filters and conditions that help avoid duplicate entries during automation setups between Microsoft Outlook and ServiceTitan. You can specify unique identifiers like email ID or event name as conditions to ensure each entry is distinct before performing any action in ServiceTitan.

Are there ways to manage task assignments between Microsoft Outlook tasks and ServiceTitan?

Yes, by utilizing task creation or update triggers from Microsoft Outlook, you can assign or reassign tasks within the ServiceTitan system automatically. The integration allows for seamless transition of task updates and statuses between both platforms.

Practical ways you can use Microsoft Outlook and ServiceTitan

Add appointments to Outlook from ServiceTitan.

When a new appointment is created in ServiceTitan, Zapier automatically adds it to your Microsoft Outlook calendar. This ensures business owners have a clear schedule and can manage time effectively, reducing the chance of missed appointments and improving operational efficiency.

Business Owner
Track new leads from ServiceTitan in Outlook.

Zapier streamlines lead tracking by connecting ServiceTitan to Microsoft Outlook. Whenever a new lead is created in ServiceTitan, it adds a corresponding contact in Outlook, keeping the marketing team organized and ready for outreach.

Marketing & Marketing Ops
Sync project notes to Outlook.

Project managers can stay up-to-date by syncing ServiceTitan and Outlook. When a new job or project note is created in ServiceTitan, Zapier sends it to Outlook as an email, helping teams stay aligned and making project updates easy to track.

Project Management

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions
    • Calendar
    • Time Before
      Required
    • Time Before (Unit)
      Required
    Trigger
    Polling
    Try It
    • Parent Folder
      Required
    • Child Folder
    Trigger
    Polling
    Try It
    • Contact Folder
    Trigger
    Polling
    Try It
    • Parent Folder
      Required
    • Child Folder
    • Search terms
      Required
    • Note
    Trigger
    Polling
    Try It
  • Microsoft Outlook triggers, actions, and search
    Cancelled Calendar Event

    Triggers when an event is cancelled.

    Trigger
    Instant
    Try It
    • Calendar
    Trigger
    Polling
    Try It
    • Shared Inbox
    Trigger
    Polling
    Try It

Learn how to automate Microsoft Outlook on the Zapier blog

Learn how to automate ServiceTitan on the Zapier blog

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