1.Monitor new sold estimates
Integrate ServiceTitan and estimate tracking to watch for sold estimate updates that include maintenance agreement SKU data.
Send maintenance sale notification to operations team immediately
Automatically monitor sold estimate updates across ServiceTitan and maintenance agreement SKUs. Send operations alerts with next steps when qualifying maintenance matchesβand log each sale in Microsoft Excel to avoid missed follow-up.
How this automation protects maintenance sale follow-up
When sold maintenance agreements are missed, operations lose time and customers wait for next steps. This automation monitors ServiceTitan sold estimates, detects qualifying maintenance SKUs, writes the sale to Excel, and notifies operations and sales with an Outlook emailβso your team can act fast.
ServiceTitanor swap with your favorite app
2.Detect qualifying maintenance SKUs
Integrate Code by Zapier and data validation to detect qualifying maintenance SKUs and return a match flag and sold date.
Code by Zapieror swap with your favorite app
3.Gate to maintenance agreement matches
Integrate Filter by Zapier and conditional logic to continue only when the maintenance SKU check returns a match.
Filter by Zapieror swap with your favorite app
4.Add sale row to worksheet
Integrate Microsoft Excel and table updates to add a new row with estimate details, customer and location fields, and sold date.
Microsoft Excelor swap with your favorite app
5.Send internal maintenance email
Integrate Microsoft Outlook and email templates to send an internal HTML message with next actions to operations and sales leads.
Microsoft Outlookor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Trusted by 3.4 million companies
Related automations
- Apps: Stripe, Formatter by Zapier, Slack, LeadConnectorSwap with your favorite apps.
Add new paying client to CRM and notify team
Your payments come in without a linked contact or context, leaving transaction coordination and follow-up incomplete. Capture the payer as a lead and alert operations and agents so onboarding starts same day.
- Apps: Zoom, Formatter by Zapier, Email by ZapierSwap with your favorite apps.
Alert compliance team on meeting joins in real time
Your meeting joins arrive without audit context, leaving compliance unable to confirm attendee presence. The flow delivers join details to coordinators so they can log attendance and act within minutes.
- Apps: Slack, Filter by ZapierSwap with your favorite apps.
Alert engineering on reactions to key messages in channels
Your project messages with approvals or questions can be overlooked when reactions go unseen, delaying decisions and site work. You get fast alerts so owners can act the same day.
- Apps: HubSpot, Email by Zapier, SlackSwap with your favorite apps.
Alert facilitator when new implementation doc is created
Implementation documents land untracked on contact records, leaving facilitators unaware of new session materials. Get immediate alerts so facilitators can review materials and prepare before sessions.
- Apps: Webhooks by Zapier, Filter by Zapier, Paths by Zapier, SlackSwap with your favorite apps.
Alert finance and fulfillment to balance-due orders now
Your orders with outstanding payment status leave fulfillment and billing teams without clear next steps. You receive targeted team alerts so follow-up occurs same day.
- Apps: Webhooks by Zapier, Formatter by Zapier, SlackSwap with your favorite apps.
Alert marketing owner to support plan change quickly
Your support plan changes often go unnoticed, leaving contact segments and marketing automations out of date. Get the owner alerted immediately so contacts are adjusted within minutes.
- Apps: Webhooks by Zapier, Formatter by Zapier, Microsoft TeamsSwap with your favorite apps.
Alert operations channels of drone flight status updates
Your drone flight updates arrive untracked, leaving crews unaware of in-flight issues and delaying safety responses. You receive channel alerts that let teams triage flights and dispatch within minutes.
- Apps: Airtable, Filter by Zapier, SlackSwap with your favorite apps.
Alert operations to missing contact details for orders
Your pending orders sometimes miss customer contact or shipping details, delaying fulfillment and outreach. Get alerts so fulfillment coordinators can update records and keep dispatch on schedule.
- Apps: Stripe, Formatter by Zapier, Filter by Zapier, SlackSwap with your favorite apps.
Alert ops and billing on qualifying new subscriptions
Your new subscription notices lack context, so billing and engineers can't provision accounts quickly. Receive concise channel alerts so teams can provision and begin onboarding within 24 hours.
- Apps: Salesforce, SlackSwap with your favorite apps.
Alert owner and team when tracker hits contracting
Your implementation tracker moved to contracting without owner context, delaying pre-onboarding. The alert gives the owner context for same-day triage.
- Apps: Gmail, Formatter by Zapier, Webhooks by Zapier, Code by Zapier, SlackSwap with your favorite apps.
Alert team about same-day actions for urgent follow-up
Your scheduled action emails lack context, leaving account managers unprepared for site checks. Receive channel alerts with item context and record links the same day.
- Apps: Webhooks by Zapier, Filter by Zapier, Slack, Amazon SESSwap with your favorite apps.
Alert team and email buyer for bulk subscription orders
Your subscription purchases sometimes lack a verification step, leaving fulfillment unaware of incoming high-value orders. It emails buyers and alerts your team for verification within 24β48 hours.
- View all
Explore all notification management automations
Simplify team updates with automated alert routing, priority tagging, and channel delivery
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.