1.Captures new form response
Integrate Google Forms and mapping tools to capture submission fields and map them to project inputs.
Create project record and link it to job
Automatically monitor new form responses across Google Forms and Webhooks by Zapier and Code by Zapier and ArcSite and ServiceTitan. Create and update projects when job references are provided, addresses are captured, or intake submissions arriveβso you can retrieve job records, create linked project records, and store project IDs without manual data entry.
How this automation creates linked project records
When new form responses arrive, delays can break the single source of truth for project tracking. This automation captures submission details, retrieves job context, and creates and links project recordsβso your team can keep job and project data aligned.
Google Formsor swap with your favorite app
2.Retrieves ServiceTitan job and customer
Integrate Webhooks by Zapier and ServiceTitan to GET the job record by job reference and pull related address data.
Webhooks by Zapieror swap with your favorite app
3.Formats normalized contact methods
Integrate Code by Zapier and data parsing to select a primary phone and fallback email for project owner fields.
Code by Zapieror swap with your favorite app
4.Creates ArcSite project record
Integrate Webhooks by Zapier and ArcSite to POST a new project using mapped fields and store the returned project ID.
5.Updates ServiceTitan job with project ID
Integrate Webhooks by Zapier and ServiceTitan to PATCH the originating job with the project ID in a custom field.
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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