1.Finds completed jobs by tag
Integrate ServiceTitan to find jobs by status and tag, mapping job references and estimator notes to power downstream follow-ups.
Create follow-up tasks for completed tagged service jobs
Automatically monitor completed tagged service jobs across ServiceTitan and dispatch workflows. Create and assign follow-up tasks when qualifying jobs complete, so you can contact customers, apply notes, and close missed estimates without manual follow-up or routing.
How this automation creates follow-up tasks from completed jobs
When completed tagged jobs are missed, customers go uncontacted and estimates stay unresolved. This automation finds qualifying jobs, filters duplicates, assigns the best employee, and creates follow-up tasksβso your team can act on time.
ServiceTitanor swap with your favorite app
2.Filters qualifying tagged jobs
Integrate Filter by Zapier to continue only for completion and tagging criteria, skipping duplicates or already handled jobs.
Filter by Zapieror swap with your favorite app
3.Searches employees for owner
Integrate ServiceTitan to search employees by job region or business unit, returning a single best match for assignment.
4.Creates assigned follow-up task
Integrate ServiceTitan to create a task for the job and customer, set due date to today, and add estimator notes.
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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