1.Find technician by owner reference
Integrate ServiceTitan and technician directory workflows to look up the technician and return technician id and email for notifications.
Create job from self-gen lead with validated details
Automatically monitor self-gen lead form submissions across ServiceTitan and dispatch job details. Create and update when details validateβso you can create customer records, schedule field jobs, and email technicians without manual dispatching.
How this automation dispatches validated work orders
When self-gen lead submissions arrive without validated details, dispatch can stall and technicians miss the right arrival window. This automation finds the technician, normalizes start time, and creates a customer and job while notifying the technician so your team dispatches confidently.
ServiceTitanor swap with your favorite app
2.Normalize start time
Integrate AI by Zapier and time formatting tools to standardize the start time into a normalized hh:mm AM/PM value.
AI by Zapieror swap with your favorite app
3.Lookup tenant credentials
Integrate Zapier Tables and data lookup tools to retrieve tenant API keys for downstream ServiceTitan calls.
Zapier Tablesor swap with your favorite app
4.Create customer and job
Integrate ServiceTitan and address mapping tools to create the customer and job, assign the technician, and set an arrival window.
5.Email technician confirmation or error
Integrate Microsoft Outlook and email logging tools to send the technician a created job reference and dispatch summary.
Microsoft Outlookor swap with your favorite app
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Explore all work order dispatching automations
Accelerate work order dispatching with automated job routing, technician alerts, and schedule updates
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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