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Create ServiceTitan customers from new Close leads in real-time
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Close + ServiceTitan

Create ServiceTitan customers from new Close leads in real-time

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Close + ServiceTitan

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1. Choose trigger event

2. Choose action

1. Select the event

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App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Call Recording" from Close.

Add your action

An action happens after the trigger—such as "Apply Tag to Customer" in ServiceTitan.

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Call Recording
Triggers when a new call recording or voicemail is added to Close.
Trigger
Instant
Try It
- Direction
- Completed?
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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- Trigger Actions
  Required
- Custom Object Type
  Required
Trigger
Instant
Try It
- Completed?
Trigger
Instant
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- Status ID
Trigger
Instant
Try It
- Limitations
- Lead Smart View
- (deprecated) Search Query
Trigger
Polling
Try It

- Added or Removed?
Trigger
Instant
Try It
- Note Contains Words Starting With...
Trigger
Polling
Try It
- Status ID
- Status Label
- Status Type
- Value Period
- Assigned to User
Trigger
Instant
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- Direction
- User ID
Trigger
Instant
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New Unsubscribed Email
Triggers when a new email address is unsubscribed from Close.
Trigger
Instant
Try It
- Lead ID
  Required
- Address Label
- Address 1
- Address 2
- City
- State
- Zipcode
- Country
Action
Write
- Call ID
  Required
Action
Write
- Contact ID
  Required
- Email Address
  Required
Action
Write
- Source Lead ID
  Required
- Destination Lead ID
  Required
Action
Write
- Send Done Email
  Required
- Type
  Required
- Lead Smart View or (deprecated) Search Query
  Required
Action
Write
- Action Type
  Required
- Smart View or (deprecated) Search Query
  Required
- Workflow ID
- Send Done Email
  Required
Action
Write
- Lead
  Required
- Contact
  Required
- Assigned To
  Required
- Text
  Required
- Date
Action
Write
- Lead
  Required
- Custom Activity Type
  Required
- Created By User
- Status
  Required
- Pinned
Action
Write
- Lead
  Required
- Contact
- Status
  Required
- Date Created
- Date Scheduled
- To
- Cc
- Bcc
- Subject
- Body Text
- Body HTML
- Template
- Follow-Up Date
- Email Account ID
- Email Thread ID
- Attachments
Action
Write
- Email Address
  Required
- Role
  Required
Action
Write
- Lead ID
  Required
- Text Type
  Required
- Title
- Pinned
- Attachments
Action
Write
- Report breakdown
  Required
- Pipeline
  Required
- Report type
  Required
- Report Period (range)
- Report Period (dates)
- Created Period (range)
- Created Period (dates)
- Comparison Period (range)
- Comparison Period (dates)
- Comparison Period (custom dates)
- Smart View
- Users or Groups
Action
Write
- Lead
- Status
  Required
- Confidence
- Value
- Value Period
- Close Date
- Note
- User
- Contact ID
- Attachments
Action
Write
- Contact
  Required
- Workflow
  Required
- Send emails from
- Assign calls to
- Send SMS from
Action
Write
- Lead
  Required
- Contact ID
- Date Created
- Status
  Required
- Date Scheduled
- Local Phone
  Required
- Remote Phone
  Required
- Text
- Template
- Source
  Required
- Attachments
Action
Write
- Assigned To
- Lead
  Required
- Date
- Text
  Required
- Is Complete
Action
Write
- Email Address
  Required
Action
Write
- Email Address
  Required
Action
Write
- Contact ID
  Required
- Name
- Title
- Email Addresses
- Phone Numbers
- Urls
- Add to or Replace
Action
Write
- Custom Object ID
  Required
- Custom Object Type
  Required
- Custom Object Name
Action
Write
- Note ID
  Required
- Title
- Pinned
- Text Type
  Required
Action
Write
- Subscription
  Required
- Action
  Required
Action
Write
- Task ID
  Required
- Assigned To
- Text
- Date
- Is Complete
Action
Write
- Direction
- Note
- User ID
- Date Range
- Outcome
- Find First Call on Lead
- Lead ID
- Or Search by Call ID
Action
Search
- Result Limit
  Required
- Contact Name
- Contact Title
- Contact Email
- Contact Phone
- Lead ID
- Search by Contact ID
Action
Search
- Result Limit
  Required
- Custom Object Type
  Required
- Lead ID
- Custom Object Name
- Search by Custom Object ID
Action
Search
- Company Name
- Company Name Matching
- Company URL
- Email
- Phone
- Or Search by Lead ID
- Or Use a Custom Search Query
Action
Search
- Note Contains Words Starting With...
- Title Contains Words Starting With...
- Lead ID
- Or Search by Note ID
Action
Search
- Workflow
- Contact ID
- Lead ID
Action
Search
- Full Name
- Email
- Or Search by User ID
Action
Search
- Result Limit
  Required
- Contact Name
- Contact Title
- Contact Email
- Contact Phone
- Lead ID
- Search by Contact ID
- Lead
- Name
- Title
- Url
- Office Phone
- Mobile Phone
- Home Phone
- Direct Phone
- Fax Phone
- Other Phone
- Office Email
- Home Email
- Direct Email
- Other Email
Action
Search or write
- Result Limit
  Required
- Custom Object Type
  Required
- Lead ID
- Custom Object Name
- Search by Custom Object ID
- Lead ID
  Required
- Custom Object Type
  Required
- Custom Object Name
  Required
Action
Search or write
- Note Contains Words Starting With...
- Title Contains Words Starting With...
- Lead ID
  Required
- Or Search by Note ID
- Text Type
  Required
- Title
- Pinned
- Attachments
Action
Search or write
- Assigned To
- Due Date
- Description
- Is Complete
- Lead ID
- Or Search by Task ID
- Assigned To
- Lead
  Required
- Date
- Text
  Required
- Is Complete
Action
Search or write
- 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 Provider
  Required
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
- Form IDs (maximum 50)
- Active
- Status
- Submitted On Or After
- Submitted Before
- Owner Type
Trigger
Polling
Try It
- Job or Project Notes
Trigger
Polling
Try It
- Lead
  Required
- Include Total
Trigger
Polling
Try It
- Locations IDs (maximum 50)
- Customer
- City
- State
- Zip
- Active
- Modified Before
- Modified On Or After
- Tag Types
Trigger
Polling
Try It
- Non Job Ids
- Technician
- Starts On Or After
- Starts On Or Before
- Timesheet Code Id
- Active Only
- Show On Technician Schedule
- Created On Or After
- Created Before
Trigger
Polling
Try It
- Purchase order Ids (maximum 50)
- Purchase order status
- Purchase order number
- Id of the job for this PO
- Id of the technician for this PO
- Id of the project for this PO
- Created on or after
- Created before
- Modified on or after
- Modified before
- Date on or after
- Date before
- Sent on or after
- Sent before
Trigger
Polling
Try It
- Modified On Or After
- Modified Before
- Active
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
- Id of the appointment to assign to.
  Required
- Technicians Ids
  Required
Action
Write
- Appointment to cancel
  Required
Action
Write
- Booking Provider
  Required
- Booking
  Required
- Type
  Required
- Value
  Required
- Memo
Action
Write
- Name
  Required
- Type
- Do Not Mail
- Do Not Service
- Name
  Required
- Street
  Required
- Unit
- City
  Required
- State
  Required
- Zip
  Required
- Country
  Required
- Latitude
- Longitude
- Street
  Required
- Unit
- City
  Required
- State
  Required
- Zip
  Required
- Country
  Required
- Latitude
- Longitude
- Type
- Value
- Memo
- Type
- Value
- Memo
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
- Tag Types
Action
Write
- Customer Id
- Text content of customer note
  Required
- Pin to top
- Add to locations
Action
Write
- Name
  Required
- Summary
- Tax
- Status
- Sold by
- Name
- Url
- Job Id
- Project Id
- Location Id
Action
Write
- Adjustment to Invoice
  Required
- Number
- Type
- Invoiced On
- Sub total
- Tax
- Summary
- Royalty Status
- Royalty Date
- Royalty Sent on
- Royalty Memo
- Review Status
- Export
- Assigned To
Action
Write
- Job Id
  Required
- Filename
  Required
- File url
  Required
Action
Write
- Customer
- Location
- Campaign Id
  Required
- Business Unit Id
- Job Type
- Summary
  Required
- Tag Types
- Priority
- Call Reason Id
- Follow Up Date
Action
Write
- Landing Page Url
  Required
- Referrer Url
  Required
- 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 Number
  Required
- Forwarding Phone Number
  Required
- Tracking Phone Number
  Required
- Call Started On
  Required
Action
Write
- Lead
  Required
- Follow-Up Date
  Required
- Text
- Pin To Top
Action
Write
- Lead
  Required
- Note
  Required
- Pin To Top
Action
Write
- Location
  Required
- Type
  Required
- Value
  Required
- Memo
Action
Write
- Employee Type
  Required
- Employee Id
  Required
- Posted On
  Required
- Amount
- Memo
- Activity Code Id
- Invoice Id
- Hours
- Rate
Action
Write
- Id of the vendor for this PO
  Required
- Id of the purchase order type for this PO
  Required
- Id of the business unit for this PO
  Required
- Id of the inventory location for this PO
  Required
- Id of the job for this PO
- Id of the technician for this PO
- Id of the project for this PO
- Address Description
  Required
- Street
  Required
- Unit
  Required
- City
  Required
- State
  Required
- Zip
  Required
- Country
  Required
- Vendor invoice number
- Vendor invoice number
  Required
- Summary/memo for this PO
- PO date
  Required
- PO required on date
  Required
- Tax
  Required
- Shipping cost
  Required
- SKU ID
  Required
- Description
  Required
- Vendor Part Number
  Required
- Quantity
  Required
- Cost
  Required
Action
Write
- Reported To
  Required
- Assigned To
  Required
- Is Closed
  Required
- Name
  Required
- Business Unit
  Required
- Employee Task Type
  Required
- Employee Task Source
  Required
- Employee Task Resolution
  Required
- Reported date
  Required
- Due date
  Required
- Involved Employee Id List
- Customer Id
- Job Id
- Project Id
- Description
- Priority
  Required
Action
Write
- ID of job to detach from project
  Required
Action
Write
- Appointment to reschedule.
  Required
- Reason
  Required
- Memo
  Required
Action
Write
- Appointment to reschedule.
  Required
- Start date/time
  Required
- End date/time
  Required
- Arrival window start date/time
- Arrival window end date/time
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
- Tag Types
Action
Write
- Employee Id
  Required
- Action name
  Required
Action
Write
- Installed Equipments Id
- Name
- Installed On
- Serial Number
- Memo
- Manufacturer
- Model
- Cost
- Manufacturer Warranty Start
- Manufacturer Warranty End
- Service Provider Warranty Start
- Service Provider Warranty End
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
- Alias
- File Name
- Type
- Alias
- File Name
- Type
- Alias
- File Name
- Type
- Tag Types
Action
Write
- ID
  Required
- Item type
Action
Write
- Lead
  Required
- Campaign
- Priority
- Business Unit Id
- Job Type
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
- Technician Id
  Required
- Technician Name
- Technician's phone number
- Email
- Login (Username)
- Business Unit Id
- User role Id
- List of company positions
- Azure Active Directory User Id
- License type
- Team name
- Daily revenue goal
- Burden rate (hourly)
- Biography
- Memo
- Upcoming appointment visibility
- Appointment history visibility
- Street
- Unit
- City
- State
- Zip
- Country
- Latitude
- Longitude
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Appointments Ids (maximum 50)
- ID of job for new appointment
- Project Id
- Technician Id
- Customer Id
Action
Search
- Business Unit Id
Action
Search
- Category type
Action
Search
- 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
Action
Search
- Employee Ids (maximum 50)
- Employee name
- Employee active
- Created before
- Created on or after
- Modified before
- Modified on or after
Action
Search
- Estimate Ids
- Job Id
- Project Id
- Sold By
- Sold By Employee
- Status
- Total greater
- Total less
- Sold after
- Sold before
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
- Customer Id
- Tag Types
Action
Search
- Project Ids
- Customer Id
- Location Id
- Invoice Id
- Technician
- Job Id
- Appointment Id
Action
Search
- Service Ids (maximum 50)
- Services created before
- Services created on or after
- Services modified before
- Services modified on or after
- Service active
- External data application guid
- External data key
- External data values
Action
Search
- Technician Ids (maximum 50)
- Technician name
- Technician active
- Created before
- Created on or after
- Modified before
- Modified on or after
Action
Search
- Location Id
Action
Search

- Field(s) Required to Trigger
Trigger
Instant
Try It
- Contact Smart View ID
  Required
Trigger
Polling
Try It
- Custom_activity_v2_instructions
- Custom Activity Type
  Required
- Filled-in fields
Trigger
Instant
Try It
- Direction
- Template ID
- User ID
Trigger
Instant
Try It
- Type
- User ID
  Required
Trigger
Instant
Try It
- New Status ID
- Old Status ID
- Trigger on Lead Creation
Trigger
Instant
Try It
- Statuses
Trigger
Instant
Try It
- Object Type
  Required
- Action
  Required
- User ID
- Changed Fields
Trigger
Instant
Try It
- New Status ID
- New Status Type
- Old Status ID
- Old Status Type
- Trigger on Opportunity Creation
Trigger
Instant
Try It
- Workflow
- Action
  Required
Trigger
Instant
Try It
- Completed?
- Assigned to User
Trigger
Instant
Try It
- Direction
- User ID
Trigger
Instant
Try It
- Lead ID
  Required
- Contact ID
  Required
- Direction
  Required
- Message Text
  Required
- Local Phone
  Required
- Remote Phone
  Required
- External WhatsApp Message ID
  Required
- Integration Link
- Response To Activity ID
- Activity At
- Attachments
- Send to Inbox
Action
Write
- Email ID
  Required
Action
Write
- Type
  Required
- Metrics
  Required
- Date Range
  Required
- Users
- groups
- Query
Action
Write
- Metrics
  Required
- Date Range
  Required
- Users
- Groups
- Query
Action
Write
- Template ID
  Required
- Lead Smart View or (deprecated) Search Query
  Required
- Exclude leads that already received this email template
  Required
- Contact Preference
  Required
- Send Done Email
  Required
- Email Acccount
Action
Write
- Lead
  Required
- Contact ID
- Phone Number
- Direction
- Duration
- Outcome
- Text
- Recording URL
- User ID
Action
Write
- Lead
- Name
- Title
- Url
- Office Phone
- Mobile Phone
- Home Phone
- Direct Phone
- Fax Phone
- Other Phone
- Office Email
- Home Email
- Direct Email
- Other Email
Action
Write
- Lead ID
  Required
- Custom Object Type
  Required
- Custom Object Name
  Required
Action
Write
- Export Type
  Required
- Format
  Required
- Lead Smart View or (deprecated) Search Query
- Fields
- Include Activities
- Include Smart Fields
Action
Write
- Company Name
- Description
- URL
- Status
- Contact Name
- Contact Title
- Contact Office Email
- Contact Direct Email
- Contact Home Email
- Contact Other Email
- Contact Office Phone
- Contact Direct Phone
- Contact Mobile Phone
- Contact Home Phone
- Contact Fax Phone
- Contact Other Phone
- Contact URL
- Address Label
- Address Street 1
- Address Street 2
- Address City
- Address State
- Address ZIP Code
- Address Country
- Note
- Text
- Note
- Task Text
- Task Due Date
- Task Assignee
- Note
- Opportunity Status
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Date
- Opportunity Note
- Opportunity User
Action
Write
- Lead Smart View or (deprecated) Search Query
  Required
Action
Write
- Opportunity Query
- Lead Smart View or (deprecated) Search Query
- Status Types
- Statuses
- User IDs
- Start Date
- End Date
- Or Use a Date Range Label
Action
Write
- User ID
- Start Date
- End Date
- Or Use a Date Range Label
Action
Write
- Name
  Required
- Query
  Required
- Share With Specific Users
- Or Share With Organization
Action
Write
- Report Type
  Required
- Lead Smart View or (deprecated) Search Query
- Start Date
- End Date
- Or Use a Date Range Label
- User ID
Action
Write
- Group(s) to Select From
- Availability
Action
Write
- Phone Number
  Required
- Call Forwarding Enable/Disable
  Required
- Forward to Number
Action
Write
- Call ID
  Required
- Contact
- Text
- Phone Number
- Duration
- Outcome
- Recording URL
Action
Write
- Custom Activity ID
  Required
- Custom Activity Type
  Required
- Status
- Pinned
Action
Write
- Lead ID
  Required
- Company Name
- Description
- Url
- Status
Action
Write
- Opportunity ID
  Required
- Assigned to User
- Contact ID
- Status
- Confidence
- Value
- Value Period
- Close Date
- Notes
- Attachments
Action
Write
- Smart View ID
  Required
- Name
- Query
- Share With Specific Users
- Or Share With Organization
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Copy_text
- User ID
- From Email Or Domain
- From Name
Action
Search
- Custom Activity Type
  Required
- Status
- Lead ID
- Search by Custom Activity ID
Action
Search
- Group Name
- Group ID
Action
Search
- Result Limit
  Required
- Date
- Assigned To
- Status
- Title
- Lead ID
- Search by Meeting ID
Action
Search
- Opportunity Status ID
- Opportunity Status Type
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Close Date
- Opportunity User
- Opportunity Note
- Opportunity Lead ID
- Opportunity Contact ID
- Or Search by Opportunity ID
Action
Search
- Assigned To
- Due Date
- Description
- Is Complete
- Lead ID
- Or Search by Task ID
Action
Search
- Result Limit
  Required
- Lead ID
- User ID
- Direction
- Message Text
- External WhatsApp Message ID
- Local Phone
- Remote Phone
- Search by WhatsApp Message ID
Action
Search
- Custom Activity Type
  Required
- Status
- Lead
  Required
- Search by Custom Activity ID
- Custom Activity Type
  Required
- Created By User
- Status
  Required
- Pinned
Action
Search or write
- Company Name
- Company Name Matching
- Company URL
- Email
- Phone
- Or Search by Lead ID
- Or Use a Custom Search Query
- Company Name
- Description
- URL
- Status
- Contact Name
- Contact Title
- Contact Office Email
- Contact Direct Email
- Contact Home Email
- Contact Other Email
- Contact Office Phone
- Contact Direct Phone
- Contact Mobile Phone
- Contact Home Phone
- Contact Fax Phone
- Contact Other Phone
- Contact URL
- Address Label
- Address Street 1
- Address Street 2
- Address City
- Address State
- Address ZIP Code
- Address Country
- Note
- Text
- Note
- Task Text
- Task Due Date
- Task Assignee
- Note
- Opportunity Status
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Date
- Opportunity Note
- Opportunity User
Action
Search or write
- Opportunity Status ID
- Opportunity Status Type
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Close Date
- Opportunity User
- Opportunity Note
- Lead
- Contact ID
- Or Search by Opportunity ID
- Status
  Required
- Confidence
- Value
- Value Period
- Close Date
- Note
- User
- Attachments
Action
Search or write
- Result Limit
  Required
- Lead ID
- User ID
- Direction
- Message Text
- External WhatsApp Message ID
- Local Phone
- Remote Phone
- Search by WhatsApp Message ID
- Lead ID
  Required
- Contact ID
  Required
- Direction
  Required
- Message Text
  Required
- Local Phone
  Required
- Remote Phone
  Required
- External WhatsApp Message ID
  Required
- Integration Link
- Response To Activity ID
- Activity At
- Attachments
- Send to Inbox
Action
Search or write
- 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
- Invoices IDs (maximum 50)
- Invoice Status
- Batch
- Batch number
- Job
- Business Unit
- Customer
- Total greater
- Total less
- Invoiced On Before
- Invoiced On Or After
- Invoice Review Status
- Invoice Assigned to Ids
- Modified On Or After
- Modified Before
Trigger
Polling
Try It
- Jobs IDs (maximum 50)
- Job number
- Project Id
- Job Status
- Appointment Status
- Job Type
- Business Unit
- Customer Id
- Location Id
- Technician Id
- Appointment Starts Before
- Appointment Starts On Or After
- Created Before
- Created On Or After
- Modified Before
- Modified On Or After
- Completed Before
- Completed On Or After
- Tag Types
Trigger
Polling
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
Polling
Try It
- Equipment IDs
- Modified On Or After
- Modified On Or Before
- Active
Trigger
Polling
Try It
- Applied to invoices
- Applied to reference number
- Status
- Business unit ids
- Transaction type
- Customer Id
- Total greater
- Total less
- Modified before
- Modified on or after
- Created before
- Created on or after
Trigger
Polling
Try It
- Technician Ids (maximum 50)
- Technician name
- Technician active
- Created before
- Created on or after
- Modified before
- Modified on or after
Trigger
Polling
Try It
- Equipment IDs
- Modified On Or After
- Modified On Or Before
- Active
Trigger
Polling
Try It
- Customers
- Tag Types
Action
Write
- Project Id to attach job
  Required
- ID of job to attach to project
  Required
Action
Write
- ID of job for new appointment
  Required
- Start date/time
  Required
- End date/time
  Required
- Arrival window start date/time
- Arrival window end date/time
- Technicians Ids
- Special instructions
Action
Write
- Booking Provider
  Required
- Source
  Required
- Name
  Required
- Street
- Unit
- City
- State
- Zip
- Country
- Type
- Value
- Memo
- Type
- Value
- Memo
- Customer Type
- Start
- Summary
  Required
- Campaign
- Business Unit
- Job Type
- Priority
- Is First Time Client
  Required
- Send Confirmation Email
- External Id
  Required
Action
Write
- Customer
  Required
- Type
  Required
- Value
  Required
- Memo
Action
Write
- Employee Name
  Required
- Mobile Phone
- Office phone
- Email
  Required
- Login (Username)
- Account creation method
  Required
- Business Unit Id
- User role Id
  Required
- List of company positions
  Required
- Azure Active Directory User Id
Action
Write
- Location Id
  Required
- Name
- Installed On
- Serial Number
- Memo
- Manufacturer
- Model
- Cost
- Manufacturer Warranty Start
- Manufacturer Warranty End
- Service Provider Warranty Start
- Service Provider Warranty End
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
- Alias
- File Name
- Type
- Alias
- File Name
- Type
- Alias
- File Name
- Type
- Tag Types
Action
Write
- Customer Id
  Required
- Location Id
  Required
- Business Unit
  Required
- Project
- Estimate
- Job Type
  Required
- Priority
  Required
- Campaign
  Required
- Start
  Required
- End
  Required
- Arrival Window Start
- Arrival Window End
- Technician Ids
- Summary
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
- Tag Types
Action
Write
- Note
  Required
- Pin To Top
- Job or Project Notes
  Required
Action
Write
- Booking
  Required
- Landing Page Url
  Required
- Referrer Url
  Required
- 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
- Lead
  Required
- Landing Page Url
  Required
- Referrer Url
  Required
- 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
- Name
  Required
- Email
- Phone Number
- Street
- Unit
- City
- State
- Zip
- Country
- Summary
Action
Write
- Name
  Required
- Customer
  Required
- 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
- Tag Types
Action
Write
- Technician
  Required
- Start
  Required
- Duration
  Required
- Name
  Required
- Timesheet Code
  Required
- Summary
- Clear Dispatch Board
- Clear Technician View
- Remove Technician From Capacity Planning
- Days of Week
- Repeat
- Repeat Frequency
- Repeat Interval
- End Type
Action
Write
- Location
  Required
- 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
- Task id
  Required
- Is Closed
  Required
- Name
  Required
- Assigned To
  Required
- Due Date Time
Action
Write
- Technician Name
  Required
- Technician's phone number
- Email
- Login (Username)
- Account creation method
  Required
- Business Unit Id
- User role Id
  Required
- List of company positions
  Required
- Azure Active Directory User Id
- License type
  Required
- Team name
- Daily revenue goal
- Burden rate (hourly)
- Biography
- Memo
- Upcoming appointment visibility
- Appointment history visibility
- Street
- Unit
- City
- State
- Zip
- Country
- Latitude
- Longitude
Action
Write
- Lead
  Required
- Dismiss Call Reason
  Required
Action
Write
- Appointment to remove hold.
  Required
Action
Write
- Id of the appointment to assign to.
  Required
- Technicians Ids
  Required
Action
Write
- Employee Id
  Required
- Employee Name
- Mobile Phone
- Office phone
- Email
- Login (Username)
- Business Unit Id
- User role Id
- List of company positions
- Azure Active Directory User Id
Action
Write
- Estimate ID
  Required
- Sku
- Sku Name
- Parent Item Id
- Description
  Required
- Is Add On
- Quantity
- Unit Price
- Skip Updating Membership Prices
- Item Group Name
- Item Group Root
Action
Write
- ID
  Required
- Number
- Type
- Invoiced On
- Sub total
- Tax
- Summary
- Royalty Status
- Review Status
- Royalty Date
- Royalty Sent on
- Royalty Memo
- Export
- Assigned To
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
- Tag Types
Action
Write
- Location
- Customer
- Name
- Active
- Tax Zone Id
- Street
- Unit
- City
- State
- Zip
- Country
- Latitude
- Longitude
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
- Tag Types
Action
Write
- Purchase order Id
  Required
- Id of the vendor for this PO
  Required
- Id of the purchase order type for this PO
  Required
- Id of the business unit for this PO
  Required
- Id of the inventory location for this PO
- Id of the job for this PO
- Id of the technician for this PO
- Id of the project for this PO
- Street
- Unit
- City
- State
- Zip
- Country
- Vendor invoice number
- Vendor invoice number
  Required
- Summary/memo for this PO
- PO date
  Required
- PO required on date
  Required
- Tax
  Required
- Shipping cost
  Required
Action
Write
- Technician Id
  Required
- Action name
  Required
Action
Write
- Appointments Ids (maximum 50)
- ID of job for new appointment
- Created before
- Created on or after
- Modified before
- Modified on or after
Action
Search
- Booking provider Ids (maximum 50)
- Name of the booking provider tag
- Created before
- Created on or after
- Modified before
- Modified on or after
Action
Search
- Campaign Id
Action
Search
- Customer Id
Action
Search
- Discount and Fees Ids (maximum 50)
- Services created before
- Services created on or after
- Services modified before
- Services modified on or after
- Service active
- External data application guid
- External data key
- External data values
Action
Search
- Equipment Ids (maximum 50)
- Services created before
- Services created on or after
- Services modified before
- Services modified on or after
- Service active
- External data application guid
- External data key
- External data values
Action
Search
- Installed Equipments Ids
- Location Ids
Action
Search
- Type
  Required
Action
Search
- Lead
Action
Search
- Materials Ids (maximum 50)
- Services created before
- Services created on or after
- Services modified before
- Services modified on or after
- Service active
- External data application guid
- External data key
- External data values
Action
Search
- Purchase order Ids (maximum 50)
- Purchase order status
- Purchase order number
- Id of the job for this PO
- Id of the technician for this PO
- Id of the project for this PO
- Created on or after
- Created before
- Modified on or after
- Modified before
- Date on or after
- Date before
- Sent on or after
- Sent before
Action
Search
- Active
- Created before
- Created on or after
- Modified before
- Modified on or after
Action
Search
- Vendor Ids
- Active
- External data application Guid
- External data key
- External data values
- Created before
- Created on or after
- Modified before
- Modified on or after
Action
Search

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Connect Close and ServiceTitan to integrate crucial parts of your business

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Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

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The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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Make work flow with AI

Level up your Close to ServiceTitan integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.

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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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Zapier Interfaces

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

Connect Close and ServiceTitan to power AI-driven automation

Launch your first automated workflow

Create ServiceTitan customers from new Close leads in real-time

Create ServiceTitan customers from new Close leads in real-time

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How Zapier works

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Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Close and ServiceTitan to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Close on the Zapier blog

4 Close automation ideas

Learn how to automate ServiceTitan on the Zapier blog

5 ways to automate ServiceTitan with Zapier

Make work flow with AI

Connect Close to ServiceTitan on the world's largest no-code automation platform