Drills, pliers, safety glasses—these are all must-carry tools for contractors. But don't discount the importance of digital tools. Trade-based businesses increasingly rely on software like ServiceTitan to schedule jobs, track finances, and manage their customer base.
And when you link ServiceTitan to Zapier, admin work gets even easier. Zapier can connect the software to thousands of other apps, and then automate your to-dos into workflows called Zaps. Want to learn some of the most popular ServiceTitan workflows? Keep reading.
New to Zapier? It's workflow automation software that lets you focus on what matters. Combine user interfaces, data tables, and logic with thousands of apps to build and automate anything you can imagine. Sign up for free.
Table of contents
To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.
Automatically add leads and bookings to ServiceTitan
When it comes to the trades, keeping track of your clients and their scheduled appointments can make or break your reputation. If customers get in touch with you through online ads or a form on your website, you need to be prepared to move incoming leads and bookings into ServiceTitan.
To spend less time at the keyboard and more time out in the field, try automating that process. Use automation to connect your online form with ServiceTitan, so that any new responses instantly appear in the app as a new lead or booking. You can even create a similar workflow if you use email to collect leads.
Create ServiceTitan bookings from new Facebook Lead Ads leads
Facebook Lead Ads + ServiceTitan
More details
This workflow activates when a new lead is captured through Facebook Lead Ads, instantly creating a booking in ServiceTitan. Benefit from seamless information transfer, ensuring that no potential customer falls through the cracks. This automation supports effective lead management, allowing your ServiceTitan bookings to stay updated on the fly.
Create new leads in ServiceTitan from new form submissions in Gravity Forms
Gravity Forms + ServiceTitan
More details
Streamline your lead management process with this efficient solution. Whenever a new form submission is made in your Gravity Forms, this workflow will instantly generate a new lead in ServiceTitan. Say goodbye to manual data entry and hello to seamless, real-time lead creation, improving your business efficiency and saving you time.
Create new leads in ServiceTitan from new WPForms entries
WPForms + ServiceTitan
More details
Speed up your lead generation process with this streamlined workflow. Whenever a new form entry is made in your WPForms, a lead form is instantly created in ServiceTitan. This efficient process eliminates manual data transfer, saving you time and ensuring all new leads are quickly and accurately captured in ServiceTitan. Make the most out of every new potential customer interaction with this easy automation.
Create new ServiceTitan bookings from new emails in Email Parser by Zapier
Email Parser by Zapier + ServiceTitan
More details
Optimize your workflow by letting Email Parser by Zapier app and ServiceTitan work in unison. With this automation, every time you receive a new email in the Email Parser by Zapier app, a booking is instantly created in your ServiceTitan app. This not only enhances your productivity but also ensures that you never miss a potential booking due to an overlooked email.
Create new ServiceTitan customers when pipeline stages change in LeadConnector
LeadConnector + ServiceTitan
More details
Effortlessly manage your customer information with this efficient automation. When a lead progresses to a new stage within LeadConnector, customer data will immediately be created in ServiceTitan. This workflow ensures consistent and accurate information handling, helping your business streamline your customer management process and save valuable time.
Create custom ServiceTitan workflows with webhooks
What if your favorite app doesn't offer a Zapier integration? With Webhooks by Zapier, you can connect any app to ServiceTitan—as long as it has an API.
Let's say you want to add customers to a specific mailing list when they book their first job, but your email platform doesn't integrate with Zapier. You can use Webhooks by Zapier to add the job information from ServiceTitan to your email app. Webhooks are incredibly flexible, so you can create custom workflows that meet your unique needs.
POST webhooks from new ServiceTitan jobs
ServiceTitan + Webhooks by Zapier
More details
Capture data from ServiceTitan when a new customer interaction takes place to automate all kinds of different business processes. With this integration, when there is a new job in ServiceTitan, the information will POST to a webhook URL.
Connect ServiceTitan to your spreadsheet tool
Spreadsheets might seem like the domain of data scientists, but they're handy tools for tradespeople too. If your spreadsheets contain up-to-date information, you can use them to organize customer lists, analyze finances, and back up crucial data. But if you're dealing with a high volume of customers, appointments, and transactions, keeping your spreadsheets current can start to feel like a second job.
That's where automation can be an enormous help. With Zapier, you can connect ServiceTitan to your favorite spreadsheet tool and automatically make updates as data changes. For instance, you can create a Zap that creates a new Google Sheets row every time there's a new customer in ServiceTitan.
Add new ServiceTitan customers to Google Sheets as spreadsheet rows
ServiceTitan + Google Sheets
More details
Effortlessly manage your new customers with this workflow that connects ServiceTitan and Google Sheets. Whenever a new customer is added to ServiceTitan, a row will be created in your chosen Google Sheets spreadsheet, keeping your data organized and easily accessible. This seamless integration helps you stay on top of your client information and saves valuable time by eliminating manual data entry.
Create new Google Sheets rows for each new ServiceTitan appointment
ServiceTitan + Google Sheets
More details
Stay on top of your scheduling needs with this helpful integration between ServiceTitan and Google Sheets. Once set up, new appointments in ServiceTitan are recorded directly to a Google Sheets spreadsheet row. Eliminate time-consuming manual data entry, reduce errors, and ensure you always have up-to-date appointment information at your convenience. It's an efficient solution for seamless data management.
Create new records in Airtable for every new invoice in ServiceTitan
ServiceTitan + Airtable
More details
Generate records in Airtable instantly whenever a new invoice is added in ServiceTitan with this simple workflow. It simplifies your task by capturing details of every new invoice in ServiceTitan and generating a corresponding record in your Airtable base. Capitalizing on this setup reduces manual data entry while ensuring accuracy and speed in your invoice management flow.
Create new ServiceTitan customers from new rows in Google Sheets
Google Sheets + ServiceTitan
More details
When a new row is added to your Google Sheets, this workflow will efficiently create a new customer in your ServiceTitan system. This automation saves you from manually transferring data, keeping your customer records up-to-date. So, you can focus more on providing top-notch services and less on administrative tasks.
Keep calendars connected with ServiceTitan
Great customer service matters in every trade. That means letting customers know when to expect you—and then showing up on time. When you're a sole proprietor, managing your calendar is fairly easy, if a bit annoying. When you're working with a team, though, tracking calendar invites can get complicated fast.
These Zaps will automatically add a calendar event for each new appointment in ServiceTitan. You can fully customize these events, too—and even include the customer as an invitee.
Create detailed events in Google Calendar for new ServiceTitan appointments
ServiceTitan + Google Calendar
More details
Stay on top of your ServiceTitan appointments by effortlessly adding them to your Google Calendar. With this workflow, every time a new appointment is created in ServiceTitan, a detailed event will be added to your Google Calendar, keeping you organized and ensuring you never miss an important meeting or deadline. Enjoy seamless integration between your essential apps for improved time management and productivity.
Create Microsoft Outlook events for new ServiceTitan appointments
ServiceTitan + Microsoft Outlook
More details
Streamline your scheduling tasks with this efficient workflow. When a new appointment is scheduled in ServiceTitan, it triggers the creation of an event in your Microsoft Outlook calendar. This not only saves you from double-data entry but also ensures accuracy and timeliness in managing your appointments. Enjoy the seamless coordination between your ServiceTitan and Microsoft Outlook applications.
What if you use a tool like Calendly to let people directly book consultations? This Zap is a great way to manage your availability for non-service-related bookings:
Automatically create ServiceTitan non-job appointments for new Microsoft Outlook calendar events
Microsoft Outlook + ServiceTitan
More details
Effortlessly manage your appointments with this seamless workflow between Microsoft Outlook and ServiceTitan. When a new calendar event is created in Outlook, the integration instantly adds a non-job appointment in ServiceTitan, ensuring efficient organization and freeing up your time to focus on more critical tasks. Stay on top of your schedule without manual entry, thanks to this convenient automation.
Get notifications for new ServiceTitan activity
You want to respond quickly to lead inquiries, especially if someone is experiencing an emergency—say, a busted AC in the peak of summer. If you're working with a larger team, giving everyone visibility into new ServiceTitan jobs is a great way to encourage promptness and collaboration. Teammates can volunteer to take on appointments, discuss complex issues, and make sure no individual request falls through the cracks.
Whether your team works primarily in Slack or via email, you can use Zapier to automatically share new jobs with your colleagues. For example, you can create an automated workflow that posts new jobs in a dedicated Slack channel—so everyone can see there's a new customer request.
Create Slack channel messages for new ServiceTitan jobs
ServiceTitan + Slack
More details
Stay informed about new jobs in ServiceTitan with this efficient workflow. When a new job is created in ServiceTitan, a channel message will be sent in Slack, keeping your team up-to-date and ensuring everyone stays on the same page. This seamless communication process saves time and helps maintain an organized work environment.
Send emails in Gmail for new form submissions in ServiceTitan
ServiceTitan + Gmail
More details
Easily stay on top of your client communication with this workflow. When a new form submission occurs in your ServiceTitan app, an automatic email is immediately sent via Gmail. This efficient automation allows you to deliver prompt and professional responses, improving your customer service and boosting client relationships.
Level up your trade business with ServiceTitan and Zapier
Automation can do so much for electricians, plumbers, and general contractors. When you transform how you find, manage, and schedule in-the-field jobs, your team can spend more of their time on customer-facing work.
And these are just a few ways to increase ServiceTitan's impact. What task will you automate first?
