1.Search and map tagged jobs
Integrate ServiceTitan and job tracking to locate referral-tagged jobs and map job reference and completion fields to the event payload.
Send referral-tagged job events to referral program manager
Automatically monitor service jobs filtered by configured referral tags across ServiceTitan and Zapier. Automatically create referral events when jobs modified, jobs completed, or referral-tag jobs appearβso you can submit events, filter qualifying records, and log outcomes without manual reconciliation.
How this automation accelerates referral follow-through
When referral-tagged jobs are updated without sending events, reward processing stalls and program owners miss the loop. This automation monitors ServiceTitan job tags, filters qualifying records, and posts referral events while logging webhook responsesβso your team can close the referral cycle.
ServiceTitanor swap with your favorite app
2.Continue only qualifying jobs
Integrate Filter by Zapier and completion criteria tools to continue only when the referral tag matches and the job meets completion rules.
Filter by Zapieror swap with your favorite app
3.Post referral event endpoint
Integrate Webhooks by Zapier and JSON payload tools to post the referral event with reward type and log the webhook response.
Webhooks by Zapieror swap with your favorite app
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Explore all referral program management automations
Scale referral program growth with automated referral tracking, reward routing, and advocate notifications
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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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