Microsoft Teams + ServiceTitan

Send chat messages in Microsoft Teams for new form submissions in ServiceTitan

Stay informed about new form submissions in ServiceTitan with an efficient workflow. Once set up, this process sends a chat message in Microsoft Teams every time there's a new form submission in ServiceTitan. Perfect for teams who want to streamline communication and swiftly respond to form entries, this workflow ensures no submission goes unnoticed.

When this happens...
New Form Submissions
Triggers when there's a new Form Submission.
TriggerScheduled
automatically do this!
Send Chat Message
Sends a message in an existing chat.
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
- LeadRequired
- Include Total
Trigger
Scheduled
Try It

- Locations IDs (maximum 50)
- Customer
- City
- State
- Zip
- Active
- Modified Before
- Modified On Or After
Trigger
Scheduled
Try It
- Customers
- Tag Types
Action
Write

- Booking ProviderRequired
- SourceRequired
- NameRequired
- Street
- Unit
- City
- State
- Zip
- Country
- Type
- Value
- Memo
- Type
- Value
- Memo
- Customer Type
- Start
- SummaryRequired
- Campaign
- Business Unit
- Job Type
- Priority
- Is First Time ClientRequired
- Send Confirmation Email
- External IdRequired
Action
Write
- CustomerRequired
- TypeRequired
- ValueRequired
- Memo
Action
Write
- Customer IdRequired
- Location IdRequired
- Business UnitRequired
- Project
- Estimate
- Job Type Required
- PriorityRequired
- CampaignRequired
- StartRequired
- EndRequired
- Arrival Window Start
- Arrival Window End
- Technician Ids
- Summary
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
Action
Write
- JobRequired
- NoteRequired
- Pin To Top
Action
Write
- BookingRequired
- Landing Page UrlRequired
- Referrer UrlRequired
- 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
- LeadRequired
- Landing Page UrlRequired
- Referrer UrlRequired
- 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
- NameRequired
- Email
- Phone Number
- Street
- Unit
- City
- State
- Zip
- Country
- Summary
Action
Write
- NameRequired
- CustomerRequired
- 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
Action
Write
- TechnicianRequired
- StartRequired
- DurationRequired
- NameRequired
- Timesheet CodeRequired
- Summary
- Clear Dispatch Board
- Clear Technician View
- Remove Technician From Capacity Planning
Action
Write
- Task idRequired
- Is ClosedRequired
- NameRequired
- Assigned ToRequired
- Due Date Time
Action
Write
- Job IdRequired
- Appointment IdRequired
- Technician Id Required
- Dispatched onRequired
- Arrived onRequired
- Canceled on
- Completed on
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
Action
Write
- IDRequired
- Item type
Action
Write
- LeadRequired
- Campaign
- Priority
- Business Unit Id
- Job Type
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Business Unit Id
Action
Search
- Customer Id
Action
Search
- Customer Id
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
- Location Id
Action
Search
- Customer Id
- Location
- ID
- Technician
- Job Id
- Appointment Id
Action
Search
- Technician Id
Action
Search
- Job status
Action
Search
- TeamRequired
Trigger
Scheduled
Try It
- ChatRequired
- Exclude messages by you?
Trigger
Scheduled
Try It
- TeamRequired
Trigger
Scheduled
Try It
- TeamRequired
- Channel NameRequired
- Description
- Favorite for All?
Action
Write
- TeamRequired
- ChannelRequired
- Message Text Format
- Message TextRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- 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
- 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
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
- Booking ProviderRequired
- BookingRequired
- TypeRequired
- ValueRequired
- Memo
Action
Write
- NameRequired
- Type
- Do Not Mail
- Do Not Service
- NameRequired
- StreetRequired
- Unit
- CityRequired
- StateRequired
- ZipRequired
- CountryRequired
- Latitude
- Longitude
- StreetRequired
- Unit
- CityRequired
- StateRequired
- ZipRequired
- CountryRequired
- Latitude
- Longitude
- Type
- Value
- Memo
- Type
- Value
- Memo
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
Action
Write
- Name
- Summary
- Tax
- JobRequired
- Id
- Sku
- Sku Name
- Parent Item
- Description
- Is Add On
- Quantity
- Unit Price
- Skip Updating Membership Prices
- Item Group Name
- Item Group Root Id
- Name
- Url
Action
Write
- Job Id Required
- FilenameRequired
- File urlRequired
Action
Write
- Customer
- Location
- Campaign Id Required
- Business Unit Id
- Job Type
- SummaryRequired
- Tag Types
- Priority
- Call Reason Id
- Follow Up Date
Action
Write
- Landing Page UrlRequired
- Referrer UrlRequired
- 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 NumberRequired
- Forwarding Phone NumberRequired
- Tracking Phone NumberRequired
- Call Started OnRequired
Action
Write
- LeadRequired
- Follow-Up DateRequired
- Text
- Pin To Top
Action
Write
- LeadRequired
- NoteRequired
- Pin To Top
Action
Write
- LocationRequired
- TypeRequired
- ValueRequired
- Memo
Action
Write
- LocationRequired
- 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
- Reported ToRequired
- Assigned ToRequired
- Is ClosedRequired
- NameRequired
- Business UnitRequired
- Employee Task TypeRequired
- Employee Task SourceRequired
- Employee Task ResolutionRequired
- Reported dateRequired
- Due dateRequired
- Involved Employee Id List
- Customer Id
- Job Id
- Description
- PriorityRequired
Action
Write
- LeadRequired
- Dismiss Call ReasonRequired
Action
Write
- IDRequired
- Number
- Type
- Invoiced On
- Sub total
- Tax
- Summary
- Royalty Status
- Royalty Date
- Royalty Sent on
- Royalty Memo
- Export
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
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
- Appointment Id
Action
Search
- Campaign Id
Action
Search
- Customer Id
Action
Search
- Status
Action
Search
- Job Id
Action
Search
- LeadRequired
Action
Search
- Location Id
Action
Search
- Active
Action
Search
- Name
- Street
- Unit
- City
- State
- Zip
- Country
- Phone
- Active
Action
Search
- Customer Id
Action
Search
- TeamRequired
- ChannelRequired
- Member
- Highlight Word
Trigger
Scheduled
Try It
New Chat
Triggers when a new chat is created.
Trigger
Scheduled
Try It
- TeamRequired
- ChannelRequired
Trigger
Scheduled
Try It
- TeamRequired
- Channel NameRequired
- Description
Action
Write
- ChatRequired
- Message Text Format
- Message TextRequired
Action
Write

About Microsoft Teams

Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.

Learn more Help

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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.

Learn more Help

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

Microsoft Teams + ServiceTitan

Send chat messages in Microsoft Teams for new form submissions in ServiceTitan

New Project

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

New Business Unit

Active

Modified On Or After

Modified Before

New Estimate

Estimates IDs (maximum 50)

Job

Project

Job Number

Sold By

Sold By Employee

Active

Status

Total greater

Total less

Sold after

Sold before

New Invoice

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

New Lead Notes

Include Total

New Location

Locations IDs (maximum 50)

Customer

City

State

Zip

Active

Modified Before

Modified On Or After

Apply Tag Types

Customers

Tag Types

Create Booking

Booking ProviderRequired

SourceRequired

NameRequired

Street

Unit

City

State

Zip

Country

Type

Value

Memo

Type

Value

Memo

Customer Type

Start