SendJim + ServiceTitan
Create contacts in SendJim for new customers in ServiceTitan
Effortlessly keep your customer information up-to-date between ServiceTitan and SendJim with this handy workflow. Whenever you add a new customer in ServiceTitan, their contact information will be automatically added to SendJim, ensuring seamless communication and relationship management. Spend less time manually transferring data and more time focusing on delivering top-notch service to your valuable customers.
Effortlessly keep your customer information up-to-date between ServiceTitan and SendJim with this handy workflow. Whenever you add a new customer in ServiceTitan, their contact information will be automatically added to SendJim, ensuring seamless communication and relationship management. Spend less time manually transferring data and more time focusing on delivering top-notch service to your valuable customers.
- When this happens...New Customer
Triggers when there's a new customers.
- automatically do this!Create Contact
Create a contact
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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
