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Our most popular template

Create new ServiceTitan customers when specific column values change on your monday.com board
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monday.com + ServiceTitan
Create items in monday.com for every new job in ServiceTitan
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ServiceTitan + monday.com
Create new ServiceTitan job notes for every updated board in monday.com
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monday.com + ServiceTitan
Update jobs in ServiceTitan when specific column value changes in monday.com boards
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monday.com + ServiceTitan
Create new items in monday.com from new form submissions in ServiceTitan
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ServiceTitan + monday.com
Update jobs in ServiceTitan when specific columns values change in monday.com board
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monday.com + ServiceTitan

Create new ServiceTitan customers when specific column values change on your monday.com board

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monday.com + ServiceTitan

Create items in monday.com for every new job in ServiceTitan

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ServiceTitan + monday.com

Create new ServiceTitan job notes for every updated board in monday.com

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monday.com + ServiceTitan

Update jobs in ServiceTitan when specific column value changes in monday.com boards

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monday.com + ServiceTitan

Create new items in monday.com from new form submissions in ServiceTitan

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ServiceTitan + monday.com

Update jobs in ServiceTitan when specific columns values change in monday.com board

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monday.com + ServiceTitan

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Any Column Value Changed in Board" from monday.com.

Add your action

An action happens after the trigger—such as "Apply Tag to Customer" in ServiceTitan.

You’re connected!

Zapier seamlessly connects monday.com and ServiceTitan, automating your workflow.

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.

- Board ID
  Required
Trigger
Instant
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- Board ID
  Required
- Group Names to trigger on
Trigger
Instant
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- Board ID
  Required
Trigger
Instant
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- Board ID
  Required
- Column ID
  Required
Trigger
Instant
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- Board ID
  Required
Trigger
Instant
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- Board ID
  Required
Action
Write
- Item ID
  Required
Action
Write

- Board ID
  Required
- Item ID
  Required
- Override empty fields
Action
Write
- Board ID
  Required
- Column Title
  Required
- Column Type
  Required
Action
Write
- Board ID
  Required
- Group ID
- Item Name
  Required
- Subitem Name
Action
Write
- Item ID
  Required
- Body
  Required
Action
Write
- Item ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Subitem ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Board ID
  Required
- User :
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
Action
Search
- Board ID
  Required
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search
- 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
Trigger
Polling
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- Active
- Modified On Or After
- Modified Before
Trigger
Polling
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- Customers 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
Trigger
Polling
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
- Created before
- Created on or after
- Modified before
- Modified on or after
Trigger
Polling
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
- Invoice Review Status
- Invoice Assigned to Ids
- Modified On Or After
- Modified Before
Trigger
Polling
Try It
- Jobs 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
Trigger
Polling
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- Leads 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
Trigger
Polling
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- Equipment IDs
- Modified On Or After
- Modified On Or Before
- Active
Trigger
Polling
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- Applied 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
Trigger
Polling
Try It
- Technician Ids (maximum 50)
- Technician name
- Technician active
- Created before
- Created on or after
- Modified before
- Modified on or after
Trigger
Polling
Try It
- Equipment IDs
- Modified On Or After
- Modified On Or Before
- Active
Trigger
Polling
Try It
- Customers
- Tag Types
Action
Write
- Project Id to attach job
  Required
- ID of job to attach to project
  Required
Action
Write
- ID of job for new appointment
  Required
- Start date/time
  Required
- End date/time
  Required
- Arrival window start date/time
- Arrival window end date/time
- Technicians Ids
- Special instructions
Action
Write
- Booking Provider
  Required
- Source
  Required
- Name
  Required
- Street
- Unit
- City
- State
- Zip
- Country
- Type
- Value
- Memo
- Type
- Value
- Memo
- Customer Type
- Start
- Summary
  Required
- Campaign
- Business Unit
- Job Type
- Priority
- Is First Time Client
  Required
- Send Confirmation Email
- External Id
  Required
Action
Write
- Customer
  Required
- Type
  Required
- Value
  Required
- Memo
Action
Write
- Employee Name
  Required
- Mobile Phone
- Office phone
- Email
  Required
- Login (Username)
- Account creation method
  Required
- Business Unit Id
- User role Id
  Required
- List of company positions
  Required
- Azure Active Directory User Id
Action
Write
- Location Id
  Required
- 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
Action
Write
- Customer Id
  Required
- Location Id
  Required
- Business Unit
  Required
- Project
- Estimate
- Job Type
  Required
- Priority
  Required
- Campaign
  Required
- Start
  Required
- End
  Required
- Arrival Window Start
- Arrival Window End
- Technician Ids
- Summary
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
- Tag Types
Action
Write
- Note
  Required
- Pin To Top
- Job or Project Notes
  Required
Action
Write
- Booking
  Required
- 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
Action
Write
- Lead
  Required
- 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
Action
Write
- Name
  Required
- Email
- Phone Number
- Street
- Unit
- City
- State
- Zip
- Country
- Summary
Action
Write
- Name
  Required
- Customer
  Required
- 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
- Technician
  Required
- Start
  Required
- Duration
  Required
- Name
  Required
- Timesheet Code
  Required
- Summary
- Clear Dispatch Board
- Clear Technician View
- Remove Technician From Capacity Planning
- Days of Week
- Repeat
- Repeat Frequency
- Repeat Interval
- End Type
Action
Write
- Location
  Required
- 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
Action
Write
- Task id
  Required
- Is Closed
  Required
- Name
  Required
- Assigned To
  Required
- Due Date Time
Action
Write
- Technician Name
  Required
- Technician's phone number
- Email
- Login (Username)
- Account creation method
  Required
- Business Unit Id
- User role Id
  Required
- List of company positions
  Required
- Azure Active Directory User Id
- License type
  Required
- Team name
- Daily revenue goal
- Burden rate (hourly)
- Biography
- Memo
- Upcoming appointment visibility
- Appointment history visibility
- Street
- Unit
- City
- State
- Zip
- Country
- Latitude
- Longitude
Action
Write
- Lead
  Required
- Dismiss Call Reason
  Required
Action
Write
- Appointment to remove hold.
  Required
Action
Write
- Id of the appointment to assign to.
  Required
- Technicians Ids
  Required
Action
Write
- Employee Id
  Required
- Employee Name
- Mobile Phone
- Office phone
- Email
- Login (Username)
- Business Unit Id
- User role Id
- List of company positions
- Azure Active Directory User Id
Action
Write
- Estimate ID
  Required
- Sku
- Sku Name
- Parent Item Id
- Description
  Required
- Is Add On
- Quantity
- Unit Price
- Skip Updating Membership Prices
- Item Group Name
- Item Group Root
Action
Write
- ID
  Required
- Number
- Type
- Invoiced On
- Sub total
- Tax
- Summary
- Royalty Status
- Review Status
- Royalty Date
- Royalty Sent on
- Royalty Memo
- Export
- Assigned To
Action
Write
- 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
Action
Write
- 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
Action
Write
- Purchase order Id
  Required
- Id of the vendor for this PO
  Required
- Id of the purchase order type for this PO
  Required
- Id of the business unit for this PO
  Required
- 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 number
  Required
- Summary/memo for this PO
- PO date
  Required
- PO required on date
  Required
- Tax
  Required
- Shipping cost
  Required
Action
Write
- Technician Id
  Required
- Action name
  Required
Action
Write
- Appointments Ids (maximum 50)
- ID of job for new appointment
- Created before
- Created on or after
- Modified before
- Modified on or after
Action
Search
- Booking provider Ids (maximum 50)
- Name of the booking provider tag
- Created before
- Created on or after
- Modified before
- Modified on or after
Action
Search
- Campaign Id
Action
Search
- Customer Id
Action
Search
- Discount 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
Action
Search
- Equipment 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
Action
Search
- Installed Equipments Ids
- Location Ids
Action
Search
- Type
  Required
Action
Search
- Lead
Action
Search
- Materials 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
Action
Search
- Purchase 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
Action
Search
- Active
- Created before
- Created on or after
- Modified before
- Modified on or after
Action
Search
- Vendor Ids
- Active
- External data application Guid
- External data key
- External data values
- Created before
- Created on or after
- Modified before
- Modified on or after
Action
Search

- Item_created_in_board_copy
- Board ID
  Required
Trigger
Instant
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New Board
Triggers when a new board is created.
Trigger
Polling
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- Board ID
  Required
- Column IDs
  Required
Trigger
Instant
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- Board ID
  Required
- Column ID
  Required
Trigger
Instant
Try It
New User
Triggers when a new user joins your monday.com account.
Trigger
Polling
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- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- New Item Name Value
  Required
Action
Write
- Board Name
  Required
- Board Kind
  Required
- Template Id
- Workspace Id
Action
Write
- Board ID
  Required
- Group Name
  Required
Action
Write
- Board ID
  Required
- Item Name
  Required
- Subitem Name
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
- New Group Title
- Should add group to top?
Action
Write
- Board ID
  Required
- Item ID
  Required
- Column
  Required
- File
  Required
- File Name
  Required
Action
Write
- Board ID
  Required
- Column to search in
  Required
Action
Search
- Board ID
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
Action
Search
- 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
Trigger
Polling
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- Booking Provider
  Required
Trigger
Polling
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- Modified On Or After
- Modified Before
- Active
Trigger
Polling
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- Employee Ids (maximum 50)
- Employee name
- Employee active
- Created before
- Created on or after
- Modified before
- Modified on or after
Trigger
Polling
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- Form IDs (maximum 50)
- Active
- Status
- Submitted On Or After
- Submitted Before
- Owner Type
Trigger
Polling
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- Job or Project Notes
Trigger
Polling
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- Lead
  Required
- Include Total
Trigger
Polling
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- Locations IDs (maximum 50)
- Customer
- City
- State
- Zip
- Active
- Modified Before
- Modified On Or After
- Tag Types
Trigger
Polling
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- Non 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
Trigger
Polling
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- Purchase 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
Trigger
Polling
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- Modified On Or After
- Modified Before
- Active
Trigger
Polling
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- Estimates 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
Trigger
Polling
Try It
- Id of the appointment to assign to.
  Required
- Technicians Ids
  Required
Action
Write
- Appointment to cancel
  Required
Action
Write
- Booking Provider
  Required
- Booking
  Required
- Type
  Required
- Value
  Required
- Memo
Action
Write
- Name
  Required
- Type
- Do Not Mail
- Do Not Service
- Name
  Required
- Street
  Required
- Unit
- City
  Required
- State
  Required
- Zip
  Required
- Country
  Required
- Latitude
- Longitude
- Street
  Required
- Unit
- City
  Required
- State
  Required
- Zip
  Required
- Country
  Required
- 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 Id
- Text content of customer note
  Required
- Pin to top
- Add to locations
Action
Write
- Name
  Required
- Summary
- Tax
- Status
- Sold by
- Name
- Url
- Job Id
- Project Id
- Location Id
Action
Write
- Adjustment to Invoice
  Required
- Number
- Type
- Invoiced On
- Sub total
- Tax
- Summary
- 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 Id
  Required
- Business Unit Id
- 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
  Required
- Text
- Pin To Top
Action
Write
- Lead
  Required
- Note
  Required
- Pin To Top
Action
Write
- Location
  Required
- 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
Write
- Id of the vendor for this PO
  Required
- Id of the purchase order type for this PO
  Required
- Id of the business unit for this PO
  Required
- Id of the inventory location for this PO
  Required
- Id of the job for this PO
- Id of the technician for this PO
- Id of the project for this PO
- Address Description
  Required
- Street
  Required
- Unit
  Required
- City
  Required
- State
  Required
- Zip
  Required
- Country
  Required
- Vendor invoice number
- Vendor invoice number
  Required
- Summary/memo for this PO
- PO date
  Required
- PO required on date
  Required
- Tax
  Required
- Shipping cost
  Required
- SKU ID
  Required
- Description
  Required
- Vendor Part Number
  Required
- Quantity
  Required
- Cost
  Required
Action
Write
- Reported To
  Required
- Assigned To
  Required
- Is Closed
  Required
- Name
  Required
- Business Unit
  Required
- Employee Task Type
  Required
- Employee Task Source
  Required
- Employee Task Resolution
  Required
- Reported date
  Required
- Due date
  Required
- Involved Employee Id List
- Customer Id
- Job Id
- Project Id
- Description
- Priority
  Required
Action
Write
- ID of job to detach from project
  Required
Action
Write
- Appointment to reschedule.
  Required
- Reason
  Required
- Memo
  Required
Action
Write
- Appointment to reschedule.
  Required
- Start date/time
  Required
- End date/time
  Required
- Arrival window start date/time
- Arrival window end date/time
Action
Write
- 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
Action
Write
- Employee Id
  Required
- Action name
  Required
Action
Write
- 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
Action
Write
- ID
  Required
- Item type
Action
Write
- Lead
  Required
- Campaign
- Priority
- Business Unit Id
- Job Type
Action
Write
- 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
Action
Write
- 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
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Appointments Ids (maximum 50)
- ID of job for new appointment
- Project Id
- Technician Id
- Customer Id
Action
Search
- Business Unit Id
Action
Search
- Category type
Action
Search
- Customers 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
Action
Search
- Employee Ids (maximum 50)
- Employee name
- Employee active
- Created before
- Created on or after
- Modified before
- Modified on or after
Action
Search
- Estimate Ids
- Job Id
- Project Id
- Sold By
- Sold By Employee
- Status
- Total greater
- Total less
- Sold after
- Sold before
Action
Search
- Invoices IDs (maximum 50)
- Invoice Number
- Status
- Job Id
- Job Number
- Batch Id
- Batch Number
- Customer Id
Action
Search
- Job Type Id
Action
Search
- Customer Id
- Tag Types
Action
Search
- Project Ids
- Customer Id
- Location Id
- Invoice Id
- Technician
- Job Id
- Appointment Id
Action
Search
- Service 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
Action
Search
- Technician Ids (maximum 50)
- Technician name
- Technician active
- Created before
- Created on or after
- Modified before
- Modified on or after
Action
Search
- Location Id
Action
Search

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Practical ways you can use monday.com and ServiceTitan

Track new jobs in ServiceTitan on monday.com

When a new job is created in ServiceTitan, Zapier automatically creates an item on a specific monday.com board. This workflow ensures that jobs are visible in one place, helping business owners monitor progress and maintain organization.

Business Owner

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Log ServiceTitan tasks in monday.com for tracking

When a new task is created in ServiceTitan, Zapier automatically adds it to a monday.com board. This keeps the IT team updated on workflows and ensures no task is overlooked, improving task management and resolution times.

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Update ServiceTitan when monday.com items change status

When a project status changes on monday.com, Zapier updates the corresponding task or project in ServiceTitan. This keeps both systems in sync, ensuring accurate tracking of project timelines and statuses.

Project Management

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Learn how to automate monday.com on the Zapier blog

Learn how to automate ServiceTitan on the Zapier blog

Make work flow with AI

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

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Frequently Asked Questions about monday.com + ServiceTitan integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with monday.com and ServiceTitan

Can I automatically create tasks in monday.com from ServiceTitan work orders?

Yes, you can set up automation to create tasks in monday.com whenever a new work order is created in ServiceTitan. This can be achieved by setting a trigger for 'New Work Order' and an action for 'Create Task'.

How do I update a project status in monday.com based on job completions in ServiceTitan?

We can automate the process so that when a job is marked as completed in ServiceTitan, the corresponding project status is updated in monday.com. Use the 'Job Completed' trigger with the 'Update Project Status' action.

Is it possible to sync customer information between monday.com and ServiceTitan?

Yes, triggers such as 'Customer Information Updated' can be used alongside actions like 'Sync Customer Data' to keep customer information consistent across both platforms.

What kind of notifications can I receive from this integration?

You can receive notifications for various triggers such as 'New Work Order', 'Job Completion', or any specific field updates. Set actions like sending email alerts or updating dashboards within monday.com.

How are employees notified of new jobs from ServiceTitan within monday.com?

Automations can be established where, upon receiving new jobs in ServiceTitan, notifications are sent to relevant boards or team members within monday.com using the 'New Job Notification' action.

Can we track time spent on jobs across both platforms?

By using triggers like 'Time Entry Logged', time data from ServiceTitan can be mirrored into monday.com for comprehensive tracking and analysis.

How do I handle errors when integrations fail between these platforms?

In cases where integration triggers or actions fail, set up error alert notifications through email or direct message to quickly address issues and ensure seamless operations.

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

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About ServiceTitan

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

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Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

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

Connect monday.com and ServiceTitan to unlock the power of automation

Set up your first integration

Create new ServiceTitan customers when specific column values change on your monday.com board

Create items in monday.com for every new job in ServiceTitan

Create new ServiceTitan job notes for every updated board in monday.com

Update jobs in ServiceTitan when specific column value changes in monday.com boards

Create new items in monday.com from new form submissions in ServiceTitan

Update jobs in ServiceTitan when specific columns values change in monday.com board

Create new ServiceTitan customers when specific column values change on your monday.com board

Create items in monday.com for every new job in ServiceTitan

Create new ServiceTitan job notes for every updated board in monday.com

Update jobs in ServiceTitan when specific column value changes in monday.com boards

Create new items in monday.com from new form submissions in ServiceTitan

Update jobs in ServiceTitan when specific columns values change in monday.com board

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Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use monday.com and ServiceTitan

Track new jobs in ServiceTitan on monday.com

Log ServiceTitan tasks in monday.com for tracking

Update ServiceTitan when monday.com items change status

Learn how to automate monday.com on the Zapier blog

Use Zapier's monday integration to streamline your work

Learn how to automate ServiceTitan on the Zapier blog

5 ways to automate ServiceTitan with Zapier

Make work flow with AI

Frequently Asked Questions about monday.com + ServiceTitan integrations

Connect monday.com to ServiceTitan on the world's largest no-code automation platform