Create new ServiceTitan customers from new emails in Email Parser by Zapier
Streamline your customer relationship management with this workflow. As soon as a fresh email is identified in Email Parser by Zapier, a new customer profile springs into action in ServiceTitan. This efficient process prevents duplicate data entry tasks and keeps your customer information up-to-date, ensuring strong business management with ease.
Streamline your customer relationship management with this workflow. As soon as a fresh email is identified in Email Parser by Zapier, a new customer profile springs into action in ServiceTitan. This efficient process prevents duplicate data entry tasks and keeps your customer information up-to-date, ensuring strong business management with ease.
- When this happens...New Email
Triggers when a mailbox gets a new email. Don't forget to set up your parser mailboxes at https://parser.zapier.com/.
- automatically do this!Create Customer
Creates a new customer
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MailboxRequired
Try ItProjects 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 ItActive
Modified On Or After
Modified Before
Try ItEstimates IDs (maximum 50)
Job
Project
Job Number
Sold By
Sold By Employee
Active
Status
Total greater
Total less
Sold after
Sold before
Try It
New Mailbox
Triggers when a new mailbox is added.
Try ItJobs IDs (maximum 50)
Job Id
Project
Appointment Status
Technician
Starts On Or After
Modified On Or After
Modified Before
Try ItCustomers IDs (maximum 50)
Name
City
State
Zip
Phone
Active
Modified On Or After
Modified Before
Try ItForm IDs (maximum 50)
Active
Status
Submitted On Or After
Submitted Before
Owner Type
Try It