Referral Factory + ServiceTitan
Tag new Referral Factory users in ServiceTitan as customers
Keep on top of your new users from Referral Factory with this workflow. As soon as a user registers, the workflow immediately tags that individual as a customer in ServiceTitan. This seamless process ensures efficient customer management and guarantees every new participant from the referral program is tracked accurately in ServiceTitan.
Keep on top of your new users from Referral Factory with this workflow. As soon as a user registers, the workflow immediately tags that individual as a customer in ServiceTitan. This seamless process ensures efficient customer management and guarantees every new participant from the referral program is tracked accurately in ServiceTitan.
- When this happens...
New UserTriggers when a new user has been referred to your campaign. This is often called a new referred lead.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Apply Tag to CustomerApply Tag Types to customer
ActionWriteCreate a new record or update an existing record in your app.
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CampaignRequired
Which users should we send?Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CampaignRequired
First NameRequired
EmailRequired
Send Notification
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CouponRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Projects IDs (maximum 50)
Customer
Location
Job Id
Project Status
Target Completion Date Before
Target Completion Date On Or After
Starts Before
Starts On Or After
Modified Before
Modified On Or After
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planModified On Or After
Modified Before
Active
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planEmployee Ids (maximum 50)
Employee name
Employee active
Created before
Created on or after
Modified before
Modified on or after
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planForm IDs (maximum 50)
Active
Status
Submitted On Or After
Submitted Before
Owner Type
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planLocations IDs (maximum 50)
Customer
City
State
Zip
Active
Modified Before
Modified On Or After
Tag Types
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNon Job Ids
Technician
Starts On Or After
Starts On Or Before
Timesheet Code Id
Active Only
Show On Technician Schedule
Created On Or After
Created Before
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPurchase order Ids (maximum 50)
Purchase order status
Purchase order number
Id of the job for this PO
Id of the technician for this PO
Id of the project for this PO
Created on or after
Created before
Modified on or after
Modified before
Date on or after
Date before
Sent on or after
Sent before
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planModified On Or After
Modified Before
Active
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planEstimates IDs (maximum 50)
Job
Project
Job Number
Sold By
Sold By Employee
Active
Status
Total greater
Total less
Sold after
Sold before
Created before
Created on or after
Modified before
Modified on or after
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planId of the appointment to assign to.Required
Technicians IdsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Appointment to cancelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Booking ProviderRequired
BookingRequired
TypeRequired
ValueRequired
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
Tag Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer Id
Text content of customer noteRequired
Pin to top
Add to locations
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Summary
Tax
Status
Sold by
Name
Url
Job Id
Project Id
Location Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Adjustment to InvoiceRequired
Number
Type
Invoiced On
Sub total
Tax
Summary
Royalty Status
Royalty Date
Royalty Sent on
Royalty Memo
Review Status
Export
Assigned To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job Id Required
FilenameRequired
File urlRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer
Location
Campaign Id Required
Business Unit Id
Job Type
SummaryRequired
Tag Types
Priority
Call Reason Id
Follow Up Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Follow-Up DateRequired
Text
Pin To Top
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
NoteRequired
Pin To Top
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LocationRequired
TypeRequired
ValueRequired
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Employee TypeRequired
Employee IdRequired
Posted OnRequired
Amount
Memo
Activity Code Id
Invoice Id
Hours
Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Id of the vendor for this PORequired
Id of the purchase order type for this PORequired
Id of the business unit for this PORequired
Id of the inventory location for this PORequired
Id of the job for this PO
Id of the technician for this PO
Id of the project for this PO
Address DescriptionRequired
StreetRequired
UnitRequired
CityRequired
StateRequired
ZipRequired
CountryRequired
Vendor invoice number
Vendor invoice numberRequired
Summary/memo for this PO
PO dateRequired
PO required on dateRequired
TaxRequired
Shipping costRequired
SKU IDRequired
DescriptionRequired
Vendor Part NumberRequired
QuantityRequired
CostRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
Project Id
Description
PriorityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID of job to detach from projectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Appointment to reschedule.Required
ReasonRequired
MemoRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Appointment to reschedule.Required
Start date/timeRequired
End date/timeRequired
Arrival window start date/time
Arrival window end date/time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
Tag Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Employee IdRequired
Action nameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Installed Equipments Id
Name
Installed On
Serial Number
Memo
Manufacturer
Model
Cost
Manufacturer Warranty Start
Manufacturer Warranty End
Service Provider Warranty Start
Service Provider Warranty End
Custom field Id
Value
Custom field Id
Value
Custom field Id
Value
Alias
File Name
Type
Alias
File Name
Type
Alias
File Name
Type
Tag Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
Item type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Campaign
Priority
Business Unit Id
Job Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Technician Id Required
Technician Name
Technician's phone number
Email
Login (Username)
Business Unit Id
User role Id
List of company positions
Azure Active Directory User Id
License type
Team name
Daily revenue goal
Burden rate (hourly)
Biography
Memo
Upcoming appointment visibility
Appointment history visibility
Street
Unit
City
State
Zip
Country
Latitude
Longitude
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Appointments Ids (maximum 50)
ID of job for new appointment
Project Id
Technician Id
Customer Id
ActionThis is an event a Zap performs.SearchFind existing data in your appBusiness Unit Id
ActionThis is an event a Zap performs.SearchFind existing data in your appCategory type
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomers IDs (maximum 50)
Created before
Created on or after
Modified before
Modified on or after
Name
Street
Unit
City
State
Zip
Country
Phone
Active
External data application Guid
External data key
External data values
Tag Types
ActionThis is an event a Zap performs.SearchFind existing data in your appEmployee Ids (maximum 50)
Employee name
Employee active
Created before
Created on or after
Modified before
Modified on or after
ActionThis is an event a Zap performs.SearchFind existing data in your appEstimate Ids
Job Id
Project Id
Sold By
Sold By Employee
Status
Total greater
Total less
Sold after
Sold before
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoices IDs (maximum 50)
Invoice Number
Status
Job Id
Job Number
Batch Id
Batch Number
Customer Id
ActionThis is an event a Zap performs.SearchFind existing data in your appJob Type Id
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer Id
Tag Types
ActionThis is an event a Zap performs.SearchFind existing data in your appProject Ids
Customer Id
Location Id
Invoice Id
Technician
Job Id
Appointment Id
ActionThis is an event a Zap performs.SearchFind existing data in your appService Ids (maximum 50)
Services created before
Services created on or after
Services modified before
Services modified on or after
Service active
External data application guid
External data key
External data values
ActionThis is an event a Zap performs.SearchFind existing data in your appTechnician Ids (maximum 50)
Technician name
Technician active
Created before
Created on or after
Modified before
Modified on or after
ActionThis is an event a Zap performs.SearchFind existing data in your appLocation Id
ActionThis is an event a Zap performs.SearchFind existing data in your app
User CodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
User EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Appointments IDs (maximum 50)
Job Id
Project Id
Appointment Number
Appointment Status
Technician Id
Customer Id
Appointments starts on or after
Appointments starts before
Appointments modified before
Appointments modified on or after
Appointments created on or after
Appointments created before
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planActive
Modified On Or After
Modified Before
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCustomers IDs (maximum 50)
Created before
Created on or after
Modified before
Modified on or after
Name
Street
Unit
City
State
Zip
Country
Phone
Active
External data application Guid
External data key
External data values
Tag Types
Tag Type Match Condition
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planEstimates IDs (maximum 50)
Job
Project
Job Number
Sold By
Sold By Employee
Active
Status
Total greater
Total less
Sold after
Sold before
Created before
Created on or after
Modified before
Modified on or after
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planInvoices IDs (maximum 50)
Invoice Status
Batch
Batch number
Job
Business Unit
Customer
Total greater
Total less
Invoiced On Before
Invoiced On Or After
Invoice Review Status
Invoice Assigned to Ids
Modified On Or After
Modified Before
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planJobs IDs (maximum 50)
Job number
Project Id
Job Status
Appointment Status
Job Type
Business Unit
Customer Id
Location Id
Technician Id
Appointment Starts Before
Appointment Starts On Or After
Created Before
Created On Or After
Modified Before
Modified On Or After
Completed Before
Completed On Or After
Tag Types
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planLeads 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
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planEquipment IDs
Modified On Or After
Modified On Or Before
Active
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planApplied to invoices
Applied to reference number
Status
Business unit ids
Transaction type
Customer Id
Total greater
Total less
Modified before
Modified on or after
Created before
Created on or after
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTechnician Ids (maximum 50)
Technician name
Technician active
Created before
Created on or after
Modified before
Modified on or after
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planEquipment IDs
Modified On Or After
Modified On Or Before
Active
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCustomers
Tag Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project Id to attach jobRequired
ID of job to attach to projectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID of job for new appointmentRequired
Start date/timeRequired
End date/timeRequired
Arrival window start date/time
Arrival window end date/time
Technicians Ids
Special instructions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
TypeRequired
ValueRequired
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Employee NameRequired
Mobile Phone
Office phone
EmailRequired
Login (Username)
Account creation methodRequired
Business Unit Id
User role IdRequired
List of company positionsRequired
Azure Active Directory User Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Location IdRequired
Name
Installed On
Serial Number
Memo
Manufacturer
Model
Cost
Manufacturer Warranty Start
Manufacturer Warranty End
Service Provider Warranty Start
Service Provider Warranty End
Custom field Id
Value
Custom field Id
Value
Custom field Id
Value
Alias
File Name
Type
Alias
File Name
Type
Alias
File Name
Type
Tag Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
Tag Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NoteRequired
Pin To Top
Job or Project NotesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Email
Phone Number
Street
Unit
City
State
Zip
Country
Summary
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
Tag Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TechnicianRequired
StartRequired
DurationRequired
NameRequired
Timesheet CodeRequired
Summary
Clear Dispatch Board
Clear Technician View
Remove Technician From Capacity Planning
Days of Week
Repeat
Repeat Frequency
Repeat Interval
End Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task idRequired
Is ClosedRequired
NameRequired
Assigned ToRequired
Due Date Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Technician NameRequired
Technician's phone number
Email
Login (Username)
Account creation methodRequired
Business Unit Id
User role IdRequired
List of company positionsRequired
Azure Active Directory User Id
License typeRequired
Team name
Daily revenue goal
Burden rate (hourly)
Biography
Memo
Upcoming appointment visibility
Appointment history visibility
Street
Unit
City
State
Zip
Country
Latitude
Longitude
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Dismiss Call ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Appointment to remove hold.Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Id of the appointment to assign to.Required
Technicians IdsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Employee IdRequired
Employee Name
Mobile Phone
Office phone
Email
Login (Username)
Business Unit Id
User role Id
List of company positions
Azure Active Directory User Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Estimate IDRequired
Sku
Sku Name
Parent Item Id
DescriptionRequired
Is Add On
Quantity
Unit Price
Skip Updating Membership Prices
Item Group Name
Item Group Root
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
Number
Type
Invoiced On
Sub total
Tax
Summary
Royalty Status
Review Status
Royalty Date
Royalty Sent on
Royalty Memo
Export
Assigned To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
Tag Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Location
Customer
Name
Active
Tax Zone Id
Street
Unit
City
State
Zip
Country
Latitude
Longitude
Custom field Id
Value
Custom field Id
Value
Custom field Id
Value
Tag Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Purchase order IdRequired
Id of the vendor for this PORequired
Id of the purchase order type for this PORequired
Id of the business unit for this PORequired
Id of the inventory location for this PO
Id of the job for this PO
Id of the technician for this PO
Id of the project for this PO
Street
Unit
City
State
Zip
Country
Vendor invoice number
Vendor invoice numberRequired
Summary/memo for this PO
PO dateRequired
PO required on dateRequired
TaxRequired
Shipping costRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Technician Id Required
Action nameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Appointments Ids (maximum 50)
ID of job for new appointment
Created before
Created on or after
Modified before
Modified on or after
ActionThis is an event a Zap performs.SearchFind existing data in your appBooking provider Ids (maximum 50)
Name of the booking provider tag
Created before
Created on or after
Modified before
Modified on or after
ActionThis is an event a Zap performs.SearchFind existing data in your appCampaign Id
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer Id
ActionThis is an event a Zap performs.SearchFind existing data in your appDiscount and Fees Ids (maximum 50)
Services created before
Services created on or after
Services modified before
Services modified on or after
Service active
External data application guid
External data key
External data values
ActionThis is an event a Zap performs.SearchFind existing data in your appEquipment Ids (maximum 50)
Services created before
Services created on or after
Services modified before
Services modified on or after
Service active
External data application guid
External data key
External data values
ActionThis is an event a Zap performs.SearchFind existing data in your appInstalled Equipments Ids
Location Ids
ActionThis is an event a Zap performs.SearchFind existing data in your appTypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLead
ActionThis is an event a Zap performs.SearchFind existing data in your appMaterials Ids (maximum 50)
Services created before
Services created on or after
Services modified before
Services modified on or after
Service active
External data application guid
External data key
External data values
ActionThis is an event a Zap performs.SearchFind existing data in your appPurchase order Ids (maximum 50)
Purchase order status
Purchase order number
Id of the job for this PO
Id of the technician for this PO
Id of the project for this PO
Created on or after
Created before
Modified on or after
Modified before
Date on or after
Date before
Sent on or after
Sent before
ActionThis is an event a Zap performs.SearchFind existing data in your appActive
Created before
Created on or after
Modified before
Modified on or after
ActionThis is an event a Zap performs.SearchFind existing data in your appVendor Ids
Active
External data application Guid
External data key
External data values
Created before
Created on or after
Modified before
Modified on or after
ActionThis is an event a Zap performs.SearchFind existing data in your app
Related categories
