ServiceTitan + Trello

Create Trello cards for new ServiceTitan leads effortlessly

Streamline your customer management process with this workflow. When a new lead is entered in ServiceTitan, a corresponding card is instantly created in Trello. With this automation, you can easily keep track of all leads, facilitating optimal customer service and business growth. It provides a clear record while eliminating the time and effort required for manual data entry.

Streamline your customer management process with this workflow. When a new lead is entered in ServiceTitan, a corresponding card is instantly created in Trello. With this automation, you can easily keep track of all leads, facilitating optimal customer service and business growth. It provides a clear record while eliminating the time and effort required for manual data entry.

  1. When this happens...
    ServiceTitanServiceTitan
    New Lead

    Triggers when there's a new lead.

    TriggerPolling
  2. automatically do this!
    TrelloTrello
    Create Card

    Adds a new card on a specific board and list.

    ActionWrite
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Supported triggers and actions

    • 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
    Try It
    • Active

    • Modified On Or After

    • Modified Before

    Trigger
    Polling
    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

    • 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
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 more

Related categories

  • CRM (Customer Relationship Management)

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trello logo
trello logo

About Trello

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
Learn more

Related categories

  • Project Management

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