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RepCard + ServiceTitan

Set new appointments in RepCard and create corresponding bookings in ServiceTitan

This workflow activates when you set an appointment in RepCard and then creates a booking in ServiceTitan for seamless scheduling. Enhance productivity and ensure no appointments fall through the cracks. It's perfect for office management and service companies striving for heightened efficiency and superior client service.

This workflow activates when you set an appointment in RepCard and then creates a booking in ServiceTitan for seamless scheduling. Enhance productivity and ensure no appointments fall through the cracks. It's perfect for office management and service companies striving for heightened efficiency and superior client service.

  1. When this happens...
    RepCardRepCard
    Appointment Set

    Triggers when a new Appointment is created for any contact.

    TriggerInstant
  2. automatically do this!
    ServiceTitanServiceTitan
    Create Booking

    Creates a new booking

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Trigger when any appointment is changed to the status(s) below:Required

    Trigger
    Instant
    Try It
  • RepCard triggers, actions, and search

    New Contact

    Triggers when new contact is created. (Lead, Customer, Recruit, etc.).

    Trigger
    Instant
    Try It
    • Trigger when any contact is changed to the status(s) below:

    Trigger
    Instant
    Try It
    • EventRequired

    • First Name

    • Last Name

    • Ticket NumberRequired

    • Email

    • Phone Number

    • Company Name

    • Ticket TypeRequired

    Action
    Write
  • RepCard triggers, actions, and search

    Appointment Set

    Triggers when a new Appointment is created for any contact.

    Trigger
    Instant
    Try It
    • Trigger when any user registered to the Event belowRequired

    Trigger
    Instant
    Try It
    • Appointment Title

    • First NameRequired

    • Last Name

    • Email

    • Phone Country Code

    • Phone Number

    • Address

    • State

    • City

    • Zip Code

    • Meeting Location

    • Meeting Link

    • Notes

    • CalendarRequired

    • SetterRequired

    • Closer

    • Appointment Start TimeRequired

    • Appointment End TimeRequired

    Action
    Write
repcard logo
repcard logo

About RepCard

RepCard is a sales tool used to facilitate automated follow up with leads that will drive reviews and referrals back to the sales person.
Learn more

Related categories

  • Sales & CRM
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