1.Capture new job payload
Integrate ServiceTitan and workflow mapping tools to capture job payloads to centralize source job references.
Create estimate contacts from new jobs for estimators
Automatically detect new job payloads across ServiceTitan and PaintScout. Create and update estimate contacts when job created, customer reference resolves, or job type qualifiesβso you can standardize contacts, tag job type, and route work without manual data entry.
How this automation creates estimate-ready contacts
When new jobs arrive with scattered customer details, estimators waste time rebuilding contact records. This automation finds customers, parses and normalizes contact fields, and creates and tags standardized contactsβso your team can launch estimates faster.
ServiceTitanor swap with your favorite app
2.Find customer from job
Integrate ServiceTitan and customer lookup tools to pull raw contact values to find matching customers.
3.Parse and normalize contact
Integrate AI by Zapier and data parsing tools to normalize names and emails into standardized contact fields.
AI by Zapieror swap with your favorite app
4.Create contact in CRM
Integrate PaintScout and CRM routing tools to create or update estimate contacts to tag them by job type.
PaintScoutor swap with your favorite app
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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.
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