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Microsoft Outlook + ServiceTitan

Send new ServiceTitan form submissions via email in Microsoft Outlook

When a new form submission occurs in ServiceTitan, allow this workflow to streamline your response process by promptly sending an email through Microsoft Outlook. Ideal for businesses seeking to enhance their customer service, this automation can help maintain timely communication with clientele and free up your time for more pressing matters. No task is too small to benefit from efficient processes and improved task management.

When a new form submission occurs in ServiceTitan, allow this workflow to streamline your response process by promptly sending an email through Microsoft Outlook. Ideal for businesses seeking to enhance their customer service, this automation can help maintain timely communication with clientele and free up your time for more pressing matters. No task is too small to benefit from efficient processes and improved task management.

  1. When this happens...
    ServiceTitanServiceTitan
    New Form Submissions

    Triggers when there's a new Form Submission.

    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

    • 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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microsoft-outlook logo

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.
Triggers & Actions