RepCard + ServiceTitan

Set new appointments in RepCard and create corresponding bookings in ServiceTitan

This workflow activates when you set an appointment in RepCard and then creates a booking in ServiceTitan for seamless scheduling. Enhance productivity and ensure no appointments fall through the cracks. It's perfect for office management and service companies striving for heightened efficiency and superior client service.

This workflow activates when you set an appointment in RepCard and then creates a booking in ServiceTitan for seamless scheduling. Enhance productivity and ensure no appointments fall through the cracks. It's perfect for office management and service companies striving for heightened efficiency and superior client service.

  1. When this happens...
    RepCardRepCard
    Appointment Set

    Triggers when a new Appointment is created for any contact.

    TriggerInstant
  2. automatically do this!
    ServiceTitanServiceTitan
    Create Booking

    Creates a new booking

    ActionWrite
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Supported triggers and actions

  • RepCard triggers, actions, and search

    Appointment Set

    Triggers when a new Appointment is created for any contact.

    Trigger
    Instant
    Try It
    • Trigger when any user registered to the Event belowRequired

    Trigger
    Instant
    Try It
    • StatRequired

    • Date TimeRequired

    • Owner TypeRequired

    • Stat OwnerRequired

    • Stat UIDRequired

    • Stat ValueRequired

    Action
    Write
repcard logo
repcard logo

About RepCard

RepCard is a sales tool used to facilitate automated follow up with leads that will drive reviews and referrals back to the sales person.
Learn more

Related categories

  • Sales & CRM
servicetitan logo
servicetitan logo

About ServiceTitan

ServiceTitan is a mobile, cloud-based software platform that helps home services companies streamline operations, improve customer service, and increase sales.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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