CallRail + ServiceTitan
Create new ServiceTitan bookings when forms are captured in CallRail
Improve your CallRail form responses effectiveness by instantly turning them into ServiceTitan bookings. When a form is captured in CallRail, vital information is immediately transferred to ServiceTitan, removing the need for manual data entry and assuring a faster customer response. This efficient workflow saves time, enhances customer interactions, and increases overall operational efficiency.
Improve your CallRail form responses effectiveness by instantly turning them into ServiceTitan bookings. When a form is captured in CallRail, vital information is immediately transferred to ServiceTitan, removing the need for manual data entry and assuring a faster customer response. This efficient workflow saves time, enhances customer interactions, and increases overall operational efficiency.
- When this happens...
Form CapturedTriggers when a form is captured.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create BookingCreates a new booking
ActionWriteCreate a new record or update an existing record in your app.
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AccountRequired
CompaniesRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
CompanyRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
CompaniesRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
CompaniesRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
CompaniesRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Jobs IDs (maximum 50)
Job Id
Project
Appointment Status
Technician
Starts On Or After
Modified On Or After
Modified Before
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCustomers IDs (maximum 50)
Name
City
State
Zip
Phone
Active
Modified On Or After
Modified Before
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planForm IDs (maximum 50)
Active
Status
Submitted On Or After
Submitted Before
Owner Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planJobs 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
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planLeads 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
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planEstimates IDs (maximum 50)
Job
Project
Job Number
Sold By
Sold By Employee
Active
Status
Total greater
Total less
Sold after
Sold before
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBooking ProviderRequired
BookingRequired
TypeRequired
ValueRequired
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job Id Required
FilenameRequired
File urlRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer
Location
Campaign Id Required
Business Unit Id
Job Type
SummaryRequired
Tag Types
Priority
Call Reason Id
Follow Up Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Follow-Up DateRequired
Text
Pin To Top
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
NoteRequired
Pin To Top
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LocationRequired
TypeRequired
ValueRequired
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Dismiss Call ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
Number
Type
Invoiced On
Sub total
Tax
Summary
Royalty Status
Royalty Date
Royalty Sent on
Royalty Memo
Export
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Appointment Id
ActionThis is an event a Zap performs.SearchFind existing data in your appCampaign Id
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer Id
ActionThis is an event a Zap performs.SearchFind existing data in your appStatus
ActionThis is an event a Zap performs.SearchFind existing data in your appJob Id
ActionThis is an event a Zap performs.SearchFind existing data in your appLeadRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLocation Id
ActionThis is an event a Zap performs.SearchFind existing data in your appActive
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Street
Unit
City
State
Zip
Country
Phone
Active
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer Id
ActionThis is an event a Zap performs.SearchFind existing data in your app
AccountRequired
CompaniesRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
CompaniesRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
CompaniesRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
CompaniesRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
CompaniesRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
CompaniesRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planActive
Modified On Or After
Modified Before
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planEstimates IDs (maximum 50)
Job
Project
Job Number
Sold By
Sold By Employee
Active
Status
Total greater
Total less
Sold after
Sold before
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planInvoices 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
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planLocations IDs (maximum 50)
Customer
City
State
Zip
Active
Modified Before
Modified On Or After
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCustomers
Tag Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
TypeRequired
ValueRequired
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.JobRequired
NoteRequired
Pin To Top
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Email
Phone Number
Street
Unit
City
State
Zip
Country
Summary
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TechnicianRequired
StartRequired
DurationRequired
NameRequired
Timesheet CodeRequired
Summary
Clear Dispatch Board
Clear Technician View
Remove Technician From Capacity Planning
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task idRequired
Is ClosedRequired
NameRequired
Assigned ToRequired
Due Date Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job IdRequired
Appointment IdRequired
Technician Id Required
Dispatched onRequired
Arrived onRequired
Canceled on
Completed on
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
Item type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Campaign
Priority
Business Unit Id
Job Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Business Unit Id
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer Id
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer Id
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoices IDs (maximum 50)
Invoice Number
Status
Job Id
Job Number
Batch Id
Batch Number
Customer Id
ActionThis is an event a Zap performs.SearchFind existing data in your appJob Type Id
ActionThis is an event a Zap performs.SearchFind existing data in your appLocation Id
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer Id
Location
ID
Technician
Job Id
Appointment Id
ActionThis is an event a Zap performs.SearchFind existing data in your appTechnician Id
ActionThis is an event a Zap performs.SearchFind existing data in your appJob status
ActionThis is an event a Zap performs.SearchFind existing data in your app
About CallRail
CallRail is an analytics platform designed for those who rely on quality calls and inbound leads to measure success.
Related categories
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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