Microsoft Outlook + ServiceTitan
Create Microsoft Outlook events for new ServiceTitan appointments
Streamline your scheduling tasks with this efficient workflow. When a new appointment is scheduled in ServiceTitan, it triggers the creation of an event in your Microsoft Outlook calendar. This not only saves you from double-data entry but also ensures accuracy and timeliness in managing your appointments. Enjoy the seamless coordination between your ServiceTitan and Microsoft Outlook applications.
Streamline your scheduling tasks with this efficient workflow. When a new appointment is scheduled in ServiceTitan, it triggers the creation of an event in your Microsoft Outlook calendar. This not only saves you from double-data entry but also ensures accuracy and timeliness in managing your appointments. Enjoy the seamless coordination between your ServiceTitan and Microsoft Outlook applications.
- When this happens...New Appointment
Triggers when there's a new appointments.
- automatically do this!Create Event
Create an event in the calendar of your choice.
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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
