CallRail + ServiceTitan + Formatter by Zapier

Create lead attributions in ServiceTitan for new CallRail calls

Add GCLIDs, UTM parameters, and more from new CallRail calls into ServiceTitan's Ads Measurement system. This allows for accurate tracking within ServiceTitan. It also allows revenue to be re-imported into digital platforms for customers using Ads Optimizer.

When this happens...
Phone Call Started
Triggers when an inbound phone call is started.
TriggerInstant
automatically do this...
Numbers
Work with numeric data to do math operations, reformat currencies, and more (with line-item support).
ActionWrite
then do this...
Numbers
Work with numeric data to do math operations, reformat currencies, and more (with line-item support).
ActionWrite
then do this!
Create Lead Attribution Call
Creates a new lead attribution call
ActionWrite

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Start free with Google

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Supported triggers and actions

What does this mean?

- AccountRequired
- CompaniesRequired
Trigger
Instant
Try It
- AccountRequired
- CompanyRequired
Trigger
Instant
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- AccountsRequired
Trigger
Instant
Try It
- AccountRequired
- CompaniesRequired
Trigger
Instant
Try It
- AccountRequired
- CompaniesRequired
Trigger
Instant
Try It

- AccountRequired
- CompaniesRequired
Trigger
Instant
Try It
- AccountsRequired
Trigger
Instant
Try It

- TransformRequired
Action
Write
- TransformRequired
Action
Write
- 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
- Leads IDs (maximum 50)
- Modified Before
- Modified On Or After
- Customer Id
- Is Prospect
- Without Customer
- Status
- Customer City
- Customer State
- Customer Zip
- Customer Created On Or After
- Customer Created Before
- Customer Modified On Or After
- Sort
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
- Booking ProviderRequired
- BookingRequired
- TypeRequired
- ValueRequired
- Memo
Action
Write
- NameRequired
- Type
- Do Not Mail
- Do Not Service
- NameRequired
- StreetRequired
- Unit
- CityRequired
- StateRequired
- ZipRequired
- CountryRequired
- Latitude
- Longitude
- StreetRequired
- Unit
- CityRequired
- StateRequired
- ZipRequired
- CountryRequired
- Latitude
- Longitude
- Type
- Value
- Memo
- Type
- Value
- Memo
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
Action
Write
- Name
- Summary
- Tax
- JobRequired
- Id
- Sku
- Sku Name
- Parent Item
- Description
- Is Add On
- Quantity
- Unit Price
- Skip Updating Membership Prices
- Item Group Name
- Item Group Root Id
- Name
- Url
Action
Write
- Job Id Required
- FilenameRequired
- File urlRequired
Action
Write
- Customer
- Location
- Campaign Id Required
- Business Unit Id
- Job Type
- SummaryRequired
- Tag Types
- Priority
- Call Reason Id
- Follow Up Date
Action
Write
- Landing Page UrlRequired
- Referrer UrlRequired
- Google Click Identifier
- Facebook Click Identifier
- Microsoft Click ID
- UTM source
- UTM medium
- UTM campaign
- UTM ad group
- UTM term
- UTM content
- Google Analytics id
- Customer Phone NumberRequired
- Forwarding Phone NumberRequired
- Tracking Phone NumberRequired
- Call Started OnRequired
Action
Write
- LeadRequired
- Follow-Up DateRequired
- Text
- Pin To Top
Action
Write
- LeadRequired
- NoteRequired
- Pin To Top
Action
Write
- LocationRequired
- TypeRequired
- ValueRequired
- Memo
Action
Write
- LocationRequired
- Estimate
- Job
- Name
- Summary
- Status Id
- Sub Status Id
- Start Date
- Target Completion Date
- Actual Completion Date
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
Action
Write
- Reported ToRequired
- Assigned ToRequired
- Is ClosedRequired
- NameRequired
- Business UnitRequired
- Employee Task TypeRequired
- Employee Task SourceRequired
- Employee Task ResolutionRequired
- Reported dateRequired
- Due dateRequired
- Involved Employee Id List
- Customer Id
- Job Id
- Description
- PriorityRequired
Action
Write
- LeadRequired
- Dismiss Call ReasonRequired
Action
Write
- IDRequired
- Number
- Type
- Invoiced On
- Sub total
- Tax
- Summary
- Royalty Status
- Royalty Date
- Royalty Sent on
- Royalty Memo
- Export
Action
Write
- Job Id Required
- Customer Id
- Location Id
- Business Unit
- Project
- Estimate
- Job Type
- Priority
- Campaign
- Summary
- Should Update Invoice Items
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
Action
Write
- Project Id
- Name
- Summary
- Status Id
- Sub Status Id
- Start Date
- Target Completion Date
- Actual Completion Date
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
Action
Write
- Appointment Id
Action
Search
- Campaign Id
Action
Search
- Customer Id
Action
Search
- Status
Action
Search
- Job Id
Action
Search
- LeadRequired
Action
Search
- Location Id
Action
Search
- Active
Action
Search
- Name
- Street
- Unit
- City
- State
- Zip
- Country
- Phone
- Active
Action
Search
- Customer Id
Action
Search

- AccountRequired
- CompaniesRequired
Trigger
Instant
Try It
- AccountRequired
- CompaniesRequired
Trigger
Instant
Try It
- AccountRequired
- CompaniesRequired
Trigger
Instant
Try It
- AccountRequired
- CompaniesRequired
Trigger
Instant
Try It
- AccountRequired
- CompaniesRequired
Trigger
Instant
Try It
- AccountRequired
- CompaniesRequired
Trigger
Instant
Try It
- TransformRequired
Action
Write
- TransformRequired
Action
Write
- 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
- LeadRequired
- Include Total
Trigger
Scheduled
Try It
- Locations IDs (maximum 50)
- Customer
- City
- State
- Zip
- Active
- Modified Before
- Modified On Or After
Trigger
Scheduled
Try It
- Customers
- Tag Types
Action
Write
- Booking ProviderRequired
- SourceRequired
- NameRequired
- Street
- Unit
- City
- State
- Zip
- Country
- Type
- Value
- Memo
- Type
- Value
- Memo
- Customer Type
- Start
- SummaryRequired
- Campaign
- Business Unit
- Job Type
- Priority
- Is First Time ClientRequired
- Send Confirmation Email
- External IdRequired
Action
Write
- CustomerRequired
- TypeRequired
- ValueRequired
- Memo
Action
Write
- Customer IdRequired
- Location IdRequired
- Business UnitRequired
- Project
- Estimate
- Job Type Required
- PriorityRequired
- CampaignRequired
- StartRequired
- EndRequired
- Arrival Window Start
- Arrival Window End
- Technician Ids
- Summary
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
Action
Write
- JobRequired
- NoteRequired
- Pin To Top
Action
Write
- BookingRequired
- Landing Page UrlRequired
- Referrer UrlRequired
- Google Click Identifier
- Facebook Click Identifier
- Microsoft Click ID
- UTM source
- UTM medium
- UTM campaign
- UTM ad group
- UTM term
- UTM content
- Google Analytics id
Action
Write
- LeadRequired
- Landing Page UrlRequired
- Referrer UrlRequired
- Google Click Identifier
- Facebook Click Identifier
- Microsoft Click ID
- UTM source
- UTM medium
- UTM campaign
- UTM ad group
- UTM term
- UTM content
- Google Analytics id
Action
Write
- NameRequired
- Email
- Phone Number
- Street
- Unit
- City
- State
- Zip
- Country
- Summary
Action
Write
- NameRequired
- CustomerRequired
- Street
- Unit
- City
- State
- Zip
- Country
- Latitude
- Longitude
- Type
- Value
- Memo
- Type
- Value
- Memo
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
Action
Write
- TechnicianRequired
- StartRequired
- DurationRequired
- NameRequired
- Timesheet CodeRequired
- Summary
- Clear Dispatch Board
- Clear Technician View
- Remove Technician From Capacity Planning
Action
Write
- Task idRequired
- Is ClosedRequired
- NameRequired
- Assigned ToRequired
- Due Date Time
Action
Write
- Job IdRequired
- Appointment IdRequired
- Technician Id Required
- Dispatched onRequired
- Arrived onRequired
- Canceled on
- Completed on
Action
Write
- Customer Id
- Name
- Type
- Do Not Mail
- Do Not Service
- Street
- Unit
- City
- State
- Zip
- Country
- Latitude
- Longitude
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
- Active
Action
Write
- IDRequired
- Item type
Action
Write
- LeadRequired
- Campaign
- Priority
- Business Unit Id
- Job Type
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Business Unit Id
Action
Search
- Customer Id
Action
Search
- Customer Id
Action
Search
- Invoices IDs (maximum 50)
- Invoice Number
- Status
- Job Id
- Job Number
- Batch Id
- Batch Number
- Customer Id
Action
Search
- Job Type Id
Action
Search
- Location Id
Action
Search
- Customer Id
- Location
- ID
- Technician
- Job Id
- Appointment Id
Action
Search
- Technician Id
Action
Search
- Job status
Action
Search

About CallRail

CallRail is an analytics platform designed for those who rely on quality calls and inbound leads to measure success.

Learn more

Related categories

Call Tracking

About ServiceTitan

ServiceTitan is a mobile, cloud-based software platform that helps home services companies streamline operations, improve customer service, and increase sales.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

PRODUCTS

CAPABILITIES

By team

CallRail + ServiceTitan + Formatter by Zapier

Create lead attributions in ServiceTitan for new CallRail calls

Phone Call Completed

CompaniesRequired

Phone Call Started

AccountRequired

CompanyRequired

Company Created

AccountsRequired

Form Capture Tagged

AccountRequired

CompaniesRequired

Session Tracker Created

AccountRequired

CompaniesRequired

SMS Sent

AccountRequired

CompaniesRequired

User Created

AccountsRequired

Numbers

TransformRequired

Utilities

TransformRequired

New Appointment

Jobs IDs (maximum 50)

Job Id

Project

Appointment Status

Technician

Starts On Or After

Modified On Or After

Modified Before

New Customer

Customers IDs (maximum 50)

Name

City

State

Zip

Phone

Active

Modified On Or After

Modified Before

New Form Submissions

Form IDs (maximum 50)

Active

Status

Submitted On Or After

Submitted Before

Owner Type

New Job

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

New Lead

Leads IDs (maximum 50)

Modified Before

Modified On Or After

Customer Id

Is Prospect

Without Customer

Status

Customer City

Customer State

Customer Zip

Customer Created On Or After

Customer Created Before