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Our most popular template

Create new Square customers for new ServiceTitan jobs
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ServiceTitan + Square

Create new Square customers for new ServiceTitan jobs

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ServiceTitan + Square

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1. Choose trigger event

2. Choose action

1. Select the event

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Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Project" from ServiceTitan.

Add your action

An action happens after the trigger—such as "Add Customer to Group" in Square.

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Zapier seamlessly connects ServiceTitan and Square, 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.

- 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
Try It
- Booking Provider
  Required
Trigger
Polling
Try It
- Modified On Or After
- Modified Before
- Active
Trigger
Polling
Try It
- 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
Try It

- Locations IDs (maximum 50)
- Customer
- City
- State
- Zip
- Active
- Modified Before
- Modified On Or After
- Tag Types
Trigger
Polling
Try It
- 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
Try It
- 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
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
- 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
New Appointment
Triggers when a new appointment is created.
Trigger
Polling
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New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
- Location
  Required
- Order Status
Trigger
Polling
Try It
- Customer ID
  Required
- Group
  Required
Action
Write
- Inventory Change Type
  Required
- Location
  Required
- Catalog Object
  Required
- Quantity
  Required
- Ignore unchanged counts
Action
Write
- Location
  Required
- Order ID
  Required
- Customer ID
  Required
- Accepted_payment_methods
  Required
- Payment due date
  Required
- Tipping enabled
- Invoice title
- Invoice number
- Description
- Delivery method
  Required
- Scheduled at
- Date of sale
Action
Write
- Payment
  Required
- Refund amount
- Reason
- Team member
Action
Write
- Help_text
- Location
  Required
Action
Write
- Customer ID
  Required
- First Name
- Last Name
- Email_address
- Phone_number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference ID
- Birthday
Action
Write
Find Order by ID
This action retrieves the details of a specific order from Square using the order ID.
Action
Write
- Customer_id
Action
Search
- Location
  Required
- Field_help
- Customer
- Fulfillment_state
- Status
Action
Search
- Location
  Required
- Field_help
- Customer
- Fulfillment_state
- Status
- Customer ID
- External Identifier
- Source
- Ticket Name
- Quantity
- Amount
- Currency
- Catalog Item Variation ID
- Note
- Unique Identifier
- Amount Discounted
- Amount Discounted Currency
- Name
- Percentage
- Type
- Unique Identifier
- Name
- Percentage
- Type
- Unique Identifier
Action
Search or write

- 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
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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
- 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
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- 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
- 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
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
- 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
- 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
- Item Type
Trigger
Polling
Try It
- Location
  Required
Trigger
Polling
Try It
- Location
Trigger
Polling
Try It
- Location
  Required
- Team Member ID
  Required
- Customer ID
  Required
- Date and Time of Appointment
  Required
- Appointment Service ID
  Required
- Note
Action
Write
- First Name
- Last Name
- Email_address
- Phone_number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference_id
Action
Write
- Location
  Required
- Customer ID
- External Identifier
- Buyer Email Address
- Payment Type
  Required
- Payment Note
- Quantity
  Required
- Amount
  Required
- Currency
  Required
- Line Item Name
- Catalog Item Variation ID
- Pickup
- Display Name
- Carrier
- Expected Ship Date/Time
- Shipping Note
- Fulfillment Email Address
- Phone number of the fulfillment recipient
- Address Line 1
- Address Line 2
- State
- County
- Country
- City
- Postal Code
- Discount Type
- Name
- Percentage
- Amount Discounted
- Discount Currency
- Name
- Percentage
- Type
Action
Write
- Customer ID
  Required
- Group
  Required
Action
Write
- Customer
  Required
- Attribute
  Required
- Value
  Required
- Idempotency Key
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Field_help
- Email_address
- Phone Number
- Reference ID
Action
Search
- Field_help
- Text Filter
- Location
Action
Search
- Field_help
- Email_address
- Phone Number
- Reference ID
- First Name
- Last Name
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
Action
Search or write

For AI agents & developers

Use ServiceTitan and Square with AI agents and code

Beyond Zap workflows. Call ServiceTitan and Square actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose ServiceTitan and Square actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Apply Tag to Customer
Add Customer to Group

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger ServiceTitan and Square actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* servicetitan / square action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use ServiceTitan and Square

Sync customer information to Square

When a new customer is added in ServiceTitan, Zapier will automatically create a customer profile in Square. This automation saves time from manual data entry and ensures consistent customer records across platforms, reducing duplicative work and improving data accuracy.

Business Owner

Try it

Attach new invoices to projects

When a new invoice is created in Square, Zapier attaches it to the corresponding project in ServiceTitan. This ensures that every project has updated invoice details, simplifying budget tracking and enhancing overall project financial management.

Project Management

Try it

Learn how to automate ServiceTitan on the Zapier blog

Learn how to automate Square on the Zapier blog

Make work flow with AI

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

Learn about AI automation

Frequently Asked Questions about ServiceTitan + Square integrations

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

How can I integrate ServiceTitan with Square for seamless operations?

You can integrate ServiceTitan with Square through our automation platform that uses triggers and actions. For example, when a new invoice is created in ServiceTitan (trigger), it can automatically create a sales receipt in Square (action), ensuring your financial records are always up-to-date.

What are the most common triggers available when integrating ServiceTitan with Square?

Common triggers include 'New Invoice', 'New Customer', and 'Updated Payment Status' in ServiceTitan. These triggers can initiate actions like creating customers or processing payments in Square without manual intervention.

Can I update an existing customer in Square when their information changes in ServiceTitan?

Yes, when there's an update to customer information in ServiceTitan (trigger), it can automatically update the corresponding customer details in Square (action) to ensure consistency across your platforms.

Is it possible to sync payment statuses between ServiceTitan and Square automatically?

Certainly, by setting 'Updated Payment Status' as a trigger in ServiceTitan, we can enable automatic updates of payment statuses in Square as an action. This ensures your systems reflect accurate payment records without manual data entry.

Can I set up a workflow to send receipts via email from Square after an invoice is created in ServiceTitan?

Absolutely, after creating an invoice in ServiceTitan (trigger), you can set up an action that not only creates a sales receipt in Square but also sends the receipt via email to your clients directly from Square.

How do I ensure that all my transactions are accurately recorded between both platforms?

By using workflows that connect specific events like 'Payment Received' or 'Invoice Created' (triggers) from ServiceTitan with corresponding actions in Square, you ensure all transactions are accurately recorded and synchronized between both platforms.

What steps should I follow if I encounter issues during the integration setup?

If issues arise during integration setup, review our detailed troubleshooting guide. It covers solutions for common setup problems and offers support options if personalized assistance is needed.

About ServiceTitan

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

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

About Square

Square creates tools that help sellers of all sizes start, run and grow their businesses. Square’s point-of-sale service offers tools for every part of running a business, from accepting credit cards and tracking inventory to real-time analytics and invoicing.

Learn moreLearn moreHelpHelp

Related categories

eCommerce

Payment Processing

Similar apps

PayPal

Payment Processing

Shopify

eCommerce

Epos Now

Payment Processing

Connect ServiceTitan and Square to power AI-driven automation

Launch your first automated workflow

Create new Square customers for new ServiceTitan jobs

Create new Square customers for new ServiceTitan jobs

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use ServiceTitan and Square with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

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

Practical ways you can use ServiceTitan and Square

Sync customer information to Square

Attach new invoices to projects

Learn how to automate ServiceTitan on the Zapier blog

5 ways to automate ServiceTitan with Zapier

Learn how to automate Square on the Zapier blog

6 ways to integrate Square with your business apps

Grow your store's revenue with Square

Remember to follow up on Square purchases with this automation

Make work flow with AI

Frequently Asked Questions about ServiceTitan + Square integrations

Connect ServiceTitan to Square on the world's largest no-code automation platform