1.Monitors completed parts request form submissions
Integrate ServiceTitan and form capture to capture completed parts request submission details and job reference.
Create part price tasks from completed form submissions
Automatically detect completed parts request submissions across ServiceTitan. Create and update when pricing requests complete, parts forms submit, or configured parts requests finishβso you can create pricing tasks, assign a parts coordinator, and set due dates without manual follow-up.
How this automation creates pricing task coverage
When a configured parts request form is completed, unanswered requests can delay pricing decisions. This automation captures submission details, creates a parent pricing task, and adds an assigned pricing subtaskβso your team can follow up quickly.
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2.Creates parent pricing task
Integrate ServiceTitan and task management tools to create a parent task with mapped submission fields and priority.
3.Finds parts coordinator employee
Integrate ServiceTitan and directory search to look up an active matching employee by name or role.
4.Creates pricing subtask and assigns
Integrate ServiceTitan and task routing to create a linked subtask, assign the coordinator, and set the due date.
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Accelerate work distribution with automated request intake, owner assignment, and priority routing
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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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