1.Detect sold estimate update
Integrate ServiceTitan and table mapping to trigger when an estimate record updates to Sold.
Send sold estimate alerts to service ops channel
Automatically monitor updated estimate records status as Sold across ServiceTitan, Zapier Tables, and Slack. Get instant notifications and log alerted estimates when estimate status shifts to sold, estimate record updates to sold, or a sold estimate is editedβso you can prevent duplicate alerts and share closure context without manual reporting.
How this automation protects your sold estimate alerts
When an estimate is updated to Sold, delays and duplicate follow ups can overwhelm ops. This automation monitors sold estimate updates, looks up prior alerts, formats the closure message, and posts to Slack and Zapier Tablesβso your team reacts fast.
ServiceTitanor swap with your favorite app
2.Find prior alert record
Integrate Zapier Tables and data lookup to locate an existing row by estimate reference.
Zapier Tablesor swap with your favorite app
3.Skip when alert exists
Integrate Filter by Zapier and conditional logic to continue only when no prior alert is found.
Filter by Zapieror swap with your favorite app
4.Format date and subtotal
Integrate Formatter by Zapier and formatting tools to present appointment start as a readable date and subtotal as currency.
Formatter by Zapieror swap with your favorite app
5.Send ops channel message
Integrate Slack and notification routing to send the formatted sold closure message to your ops channel.
Slackor swap with your favorite app
6.Mark estimate as alerted
Integrate Zapier Tables and record updates to create a new row for the estimate reference.
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