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LoyaltyLoop + ServiceTitan

Submit customer data in LoyaltyLoop for new ServiceTitan jobs

This integration adds new customer contact details to LoyaltyLoop when a ServiceTitan job has been created, allowing you to automatically engage the customer for feedback and request an online review. Stop wrestling with manual data entry and keep your contacts up to date effortlessly.

This integration adds new customer contact details to LoyaltyLoop when a ServiceTitan job has been created, allowing you to automatically engage the customer for feedback and request an online review. Stop wrestling with manual data entry and keep your contacts up to date effortlessly.

  1. When this happens...
    ServiceTitanServiceTitan
    New Job

    Triggers when there's a new job.

    TriggerScheduled
  2. automatically do this!
    LoyaltyLoopLoyaltyLoop
    Submit Customer Data

    Submit customer data for the survey you specify.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • 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
    • 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
loyaltyloop logo
loyaltyloop logo

About LoyaltyLoop

LoyaltyLoop helps businesses build loyal customer relationships, measure satisfaction, drive online reviews and more.
Help

Related categories

  • Marketing Automation

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servicetitan logo

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