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Airtable + ServiceTitan

Create new records in Airtable for every new invoice in ServiceTitan

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.

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.

  1. When this happens...
    ServiceTitanServiceTitan
    New Invoice

    Triggers when there's a new invoices.

    TriggerScheduled
  2. automatically do this!
    AirtableAirtable
    Create Record

    Creates a new record with auto-populating fields.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • Projects IDs (maximum 50)

    • Customer

    • Location

    • Job Id

    • Status

    • Target Completion Date Before

    • Target Completion Date On Or After

    • Starts Before

    • Starts On Or After

    • Modified Before

    • Modified On Or After

    Trigger
    Scheduled
    Try It

    • Active

    • Modified On Or After

    • Modified Before

    Trigger
    Scheduled
    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

    Trigger
    Scheduled
    Try It

    • Invoices IDs (maximum 50)

    • Invoice Status

    • Batch

    • Batch number

    • Job

    • Business Unit

    • Customer

    • Total greater

    • Total less

    • Invoiced On Before

    • Invoiced On Or After

    • Modified On Or After

    • Modified Before

    Trigger
    Scheduled
    Try It

    • Jobs IDs (maximum 50)

    • Job Id

    • Project

    • Appointment Status

    • Technician

    • Starts On Or After

    • Modified On Or After

    • Modified Before

    Trigger
    Scheduled
    Try It

    • Customers IDs (maximum 50)

    • Name

    • City

    • State

    • Zip

    • Phone

    • Active

    • Modified On Or After

    • Modified Before

    Trigger
    Scheduled
    Try It

    • Form IDs (maximum 50)

    • Active

    • Status

    • Submitted On Or After

    • Submitted Before

    • Owner Type

    Trigger
    Scheduled
    Try It

    • Jobs IDs (maximum 50)

    • Job number

    • Project Id

    • Job Status

    • Appointment Status

    • Job Type

    • Business Unit

    • Customer Id

    • Location Id

    • Technician Id

    • Modified On Or After

    • Modified Before

    • Completed On Or After

    Trigger
    Scheduled
    Try It
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About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
Learn moreHelp

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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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