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ServiceTitan + Slack

Send channel messages in Slack for new form submissions in ServiceTitan

Communicate with your team in real-time as new form submissions roll in. Once this workflow is set, every time a new form submission happens in ServiceTitan, an instant message with the details gets sent in your designated Slack channel. This automation keeps everyone informed about new leads or customer inquiries, enhancing collaboration and responses without manual checks and reports.

Communicate with your team in real-time as new form submissions roll in. Once this workflow is set, every time a new form submission happens in ServiceTitan, an instant message with the details gets sent in your designated Slack channel. This automation keeps everyone informed about new leads or customer inquiries, enhancing collaboration and responses without manual checks and reports.

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

    Triggers when there's a new Form Submission.

    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

    • 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 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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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.

Related categories

Triggers & Actions