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Set up your first integration
Quickly connect ServiceTitan to Slack with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate ServiceTitan with Slack - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Project" from ServiceTitan.
Add your action
An action happens after the trigger—such as "Add Reminder" in Slack.
You’re connected!
Zapier seamlessly connects ServiceTitan and Slack, automating your workflow.
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Frequently Asked Questions about ServiceTitan + Slack integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ServiceTitan and Slack
How do I integrate ServiceTitan with Slack?
To integrate ServiceTitan with Slack, you can use a service like Zapier. It helps by creating 'zaps' which connect the two apps. Set a trigger in ServiceTitan, such as a new appointment or completed job, and choose an action in Slack like sending a message to a channel.
What triggers are available for ServiceTitan when integrating with Slack?
Common triggers in ServiceTitan include new appointments, job completions, or invoice generation. These triggers can initiate actions in Slack such as sending alerts or messages to specific channels.
Can I receive notifications in Slack for when an appointment is updated in ServiceTitan?
Yes, you can set up your integration to trigger notifications in Slack whenever an appointment is updated in ServiceTitan.
Is it possible to send job status updates from ServiceTitan directly to a Slack channel?
Yes, by creating a trigger for status updates within the job section of ServiceTitan, you can have these updates automatically sent to the relevant Slack channel.
Are there any specific actions I can automate between these platforms?
You can automate actions such as sending messages to announce new jobs assigned, updating team channels about invoice statuses, or alerting when particular tasks are completed in ServiceTitan.
How often does the integration between ServiceTitan and Slack update?
The update frequency typically depends on how the zap is configured; it can be instantaneous or set at specific intervals as per your requirements.
Can I customize which notifications go to different channels on Slack for different events from ServiceTitan?
Yes, you can tailor which notifications go to specific channels based on triggers from different events within your ServiceTitan system.
Practical ways you can use ServiceTitan and Slack
Keep the team updated about new job or project notes.
When a new job or project note is added in ServiceTitan, Zapier can automatically send an update in Slack to a designated channel. This ensures your team stays informed about critical project updates or changes without any delay.
Business OwnerStreamline updates for technician assignments.
Zapier can automatically notify an IT support channel in Slack when a new technician is created or assigned on ServiceTitan. This keeps everyone in the loop and ensures smoother task allocation.
ITAlert the sales team about new leads.
When a new lead is created in ServiceTitan, Zapier can automatically send a notification to a specific Slack channel, ensuring the sales team can take timely action. This automation closes the response gap, improving lead engagement rates.
Sales OpsSupported 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.
- 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
Try ItTriggerPolling- Booking ProviderRequired
Try ItTriggerPolling- Modified On Or After
- Modified Before
- Active
Try ItTriggerPolling- Employee Ids (maximum 50)
- Name
- Active
- Created before
- Created on or after
- Modified Before
- Modified On Or After
Try ItTriggerPolling
- Appointments IDs (maximum 50)
- Job Id
- Project Id
- Appointment Number
- Project Status
- Technician Id
- Customer
- Starts On Or After
- Starts Before
- Modified Before
- Modified On Or After
- Created on or after
- Created before
Try ItTriggerPolling- Active
- Modified On Or After
- Modified Before
Try ItTriggerPolling- 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
Try ItTriggerPolling- Projects IDs (maximum 50)
- Job Id
- Project Id
- Job Number
- Sold By
- Sold By Employee
- Active
- Project Status
- Total greater
- Total less
- Sold after
- Sold before
- Created before
- Created on or after
- Modified Before
- Modified On Or After
Try ItTriggerPolling