Send emails in Gmail for new form submissions in ServiceTitan
Easily stay on top of your client communication with this workflow. When a new form submission occurs in your ServiceTitan app, an automatic email is immediately sent via Gmail. This efficient automation allows you to deliver prompt and professional responses, improving your customer service and boosting client relationships.
Easily stay on top of your client communication with this workflow. When a new form submission occurs in your ServiceTitan app, an automatic email is immediately sent via Gmail. This efficient automation allows you to deliver prompt and professional responses, improving your customer service and boosting client relationships.
- When this happens...New Form Submissions
Triggers when there's a new Form Submission.
- automatically do this!Send Email
Triggers when a new e-mail appears in the specified mailbox.
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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 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 ItInvoices 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 It
Jobs 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 ItJobs 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 It