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Integrate OneLocal LocalReferrals with ServiceTitan to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate OneLocal LocalReferrals with ServiceTitan - no code necessary. See how you can get setup in minutes.

Select a trigger from OneLocal LocalReferrals

A trigger is an event that starts your Zap and runs the workflow. For example, with OneLocal LocalReferrals, a trigger could be "New Referral."

A trigger is the event that kicks off your automated workflow.

Setup an action from ServiceTitan

An action is what takes place after the automation is triggered. For example, with ServiceTitan, the action could be "Apply Tag to Customer."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected OneLocal LocalReferrals to ServiceTitan

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your OneLocal LocalReferrals to ServiceTitan integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect OneLocal LocalReferrals and ServiceTitan to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect OneLocal LocalReferrals and ServiceTitan to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Referral
Triggers when a new referral is created.
Trigger
Scheduled
Try It
- Name
- Mobile Phone
- Email
  Required
- Preferred Delivery Method
  Required
- Send Invite Message
- Choose Template
Action
Write
- Advocate Email
  Required
- Friend Name
  Required
- Friend Email
  Required
- Friend Mobile Phone
- Preferred Delivery Method
  Required
- Send Invite Message
Action
Write
- Appointments IDs (maximum 50)
- Job Id
- Project Id
- Appointment Number
- Project Status
- Technician Id
- Customer
- Starts On Or After
- Starts Before
- Modified Before
- Modified On Or After
- Created on or after
- Created before
Trigger
Scheduled
Try It
- Active
- Modified On Or After
- Modified Before
Trigger
Scheduled
Try It

- Employee Ids (maximum 50)
- Name
- Active
- Created before
- Created on or after
- Modified Before
- Modified On Or After
Trigger
Scheduled
Try It
- Form IDs (maximum 50)
- Active
- Project Status
- Submitted On Or After
- Submitted Before
- Owner Type
Trigger
Scheduled
Try It

- Job or Project Notes
Trigger
Scheduled
Try It
- Lead
  Required
- Include Total
Trigger
Scheduled
Try It
- Locations IDs (maximum 50)
- Customer
- City
- State
- Zip
- Active
- Modified Before
- Modified On Or After
- Tag Types
Trigger
Scheduled
Try It
- Applied to invoices
- Applied to reference number
- Invoice Status
- Business unit ids
- Transaction type
- Customer
- Total greater
- Total less
- Modified Before
- Modified On Or After
- Created before
- Created on or after
Trigger
Scheduled
Try It
- Technician Ids (maximum 50)
- Name
- Active
- Created before
- Created on or after
- Modified Before
- Modified On Or After
Trigger
Scheduled
Try It
- Customers IDs (maximum 50)
- Tag Types
Action
Write
- Project Id
- Job Id
Action
Write
- Booking Provider
  Required
- Booking
  Required
- Type
  Required
- Value
  Required
- Memo
Action
Write
- Name
- Type
  Required
- Do Not Mail
- Do Not Service
- Name
  Required
- Street
  Required
- Unit
- City
  Required
- State
  Required
- Zip
  Required
- Country
  Required
- Latitude
- Longitude
- 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
- Tag Types
Action
Write
- Customer
- Text content of customer note
  Required
- Pin to top
- Add to locations
Action
Write
- Name
- Summary
  Required
- Tax
- Project Status
- Sold by
- Job Id
- Name
- Url
- Project Id
- Location
Action
Write
- Adjustment to Invoice
  Required
- Appointment Number
- Type
- Invoiced On
- Sub total
- Tax
- Summary
  Required
- Royalty Status
- Royalty Date
- Royalty Sent on
- Royalty Memo
- Review Status
- Export
- Assigned To
Action
Write
- Job Id
  Required
- Filename
  Required
- File url
  Required
Action
Write
- Customer
- Location
- Campaign
- Business Unit
- Job Type
- Summary
  Required
- Tag Types
- Priority
- Call Reason Id
- Follow Up Date
Action
Write
- Landing Page Url
  Required
- Referrer Url
  Required
- 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 Number
  Required
- Forwarding Phone Number
  Required
- Tracking Phone Number
  Required
- Call Started On
  Required
Action
Write
- Lead
  Required
- Follow Up Date
- Text content of customer note
  Required
- Pin to top
Action
Write
- Lead
  Required
- Text content of customer note
  Required
- Pin to top
Action
Write
- Location
- Type
  Required
- Value
  Required
- Memo
Action
Write
- Employee Type
  Required
- Employee Id
  Required
- Posted On
  Required
- Amount
- Memo
- Activity Code Id
- Invoice Id
- Hours
- Rate
Action