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ServiceTitan + Smartsheet

Add new rows to Smartsheet when new invoices arise in ServiceTitan

Streamline your invoicing process with this automation: Whenever there's a new invoice in ServiceTitan, it will instantly add a row to your Smartsheet. It's an efficient way to ensure all invoice information is captured and organized in one place, making your financial management more effective and less time-consuming.

Streamline your invoicing process with this automation: Whenever there's a new invoice in ServiceTitan, it will instantly add a row to your Smartsheet. It's an efficient way to ensure all invoice information is captured and organized in one place, making your financial management more effective and less time-consuming.

  1. When this happens...
    ServiceTitanServiceTitan
    New Invoice

    Triggers when there's a new invoices.

    TriggerScheduled
  2. automatically do this!
    SmartsheetSmartsheet
    Add Row to Sheet

    Add a row to a sheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Projects IDs (maximum 50)

    • Customer

    • Location

    • Job Id

    • Project Status

    • Project Sub 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
    • Booking ProviderRequired

    Trigger
    Scheduled
    Try It
    • 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

    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
    • 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
    Scheduled
    Try It
    • Active

    • Modified On Or After

    • Modified Before

    Trigger
    Scheduled
    Try It
    • Employee Ids (maximum 50)

    • Employee name

    • Employee active

    • Created before

    • Created on or after

    • Modified before

    • Modified on or after

    Trigger
    Scheduled
    Try It
    • Form IDs (maximum 50)

    • Active

    • Status

    • Submitted On Or After

    • Submitted Before

    • Owner Type

    Trigger
    Scheduled
    Try It
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

  • CRM (Customer Relationship Management)

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smartsheet logo

About Smartsheet

Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.

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