Send channel messages in Slack for new form submissions in ServiceTitan
Communicate with your team in real-time as new form submissions roll in. Once this workflow is set, every time a new form submission happens in ServiceTitan, an instant message with the details gets sent in your designated Slack channel. This automation keeps everyone informed about new leads or customer inquiries, enhancing collaboration and responses without manual checks and reports.
Communicate with your team in real-time as new form submissions roll in. Once this workflow is set, every time a new form submission happens in ServiceTitan, an instant message with the details gets sent in your designated Slack channel. This automation keeps everyone informed about new leads or customer inquiries, enhancing collaboration and responses without manual checks and reports.
- When this happens...New Form Submissions
Triggers when there's a new Form Submission.
- automatically do this!Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
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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
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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