Skip to content
Loading

SendJim + ServiceTitan + Filter by Zapier

Send follow-up sequences from SendJim for new jobs in ServiceTitan

Without this integration, ServiceTitan users can only send one type of follow-up sequence to their customers in SendJim, no matter the job type. This zap allows ServiceTitan users to send a specific follow-up sequence in SendJim based on what the job's Business Unit Name is. Plumbing customers can now get plumbing follow-ups, while the HVAC customers get HVAC follow-ups with minimal upkeep from the ServiceTitan user!

Without this integration, ServiceTitan users can only send one type of follow-up sequence to their customers in SendJim, no matter the job type. This zap allows ServiceTitan users to send a specific follow-up sequence in SendJim based on what the job's Business Unit Name is. Plumbing customers can now get plumbing follow-ups, while the HVAC customers get HVAC follow-ups with minimal upkeep from the ServiceTitan user!

  1. When this happens...
    ServiceTitanServiceTitan
    TriggerScheduled
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this!
    SendJimSendJim
    Send QuickSend

    Send QuickSend to the provided address, email, or phone number

    ActionWrite
Start free with email
Start free with Google
Start free with email
Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

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

    • 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
sendjim logo
sendjim logo

About SendJim

SendJim is a way to quickly send custom gifts, postcards, and more to your customers.
Learn more

Related categories

  • Marketing
servicetitan logo
servicetitan logo

About ServiceTitan

ServiceTitan is a mobile, cloud-based software platform that helps home services companies streamline operations, improve customer service, and increase sales.
Learn moreHelp

Related categories

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Related categories