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Set up your first integration
Quickly connect Dialpad to ServiceTitan with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Dialpad with ServiceTitan - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Call State Changed" from Dialpad.
Add your action
An action happens after the trigger—such as "Apply Tag to Customer" in ServiceTitan.
You’re connected!
Zapier seamlessly connects Dialpad and ServiceTitan, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Call StatesRequired
Try ItTriggerInstant- Api_docs_info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite- Projects IDs (maximum 50)
- Customer
- Location
- Job Id
- Project Status
- Target Completion Date Before
- Target Completion Date On Or After
- Starts Before
- Starts On Or After
- Modified Before
- Modified On Or After
Try ItTriggerPolling- Booking ProviderRequired
Try ItTriggerPolling
- SMS directionRequired
Try ItTriggerInstant- Create and Optionally Assign Contact in Dialpad
This action creates a new contact in Dialpad with the provided details and optionally assigns it to a specific department or user.
ActionWrite - Appointments IDs (maximum 50)
- Job Id
- Project Id
- Appointment Number
- Appointment Status
- Technician Id
- Customer Id
- Appointments starts on or after
- Appointments starts before
- Appointments modified before
- Appointments modified on or after
- Appointments created on or after
- Appointments created before
Try ItTriggerPolling- Active
- Modified On Or After
- Modified Before
Try ItTriggerPolling
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Practical ways you can use Dialpad and ServiceTitan
Notify teams in Dialpad for critical project updates in ServiceTitan
When a new critical update or project status change is logged in ServiceTitan, Zapier can notify teams in Dialpad via automated messages. This keeps everyone in the loop and ensures faster response times, streamlining workflows and improving communication.
IT
Sync Dialpad calls with ServiceTitan projects
Log every call-related project update automatically. When a call ends or its state changes in Dialpad, Zapier can update the associated project in ServiceTitan. This ensures no missed updates and helps keep project records timely and accurate.
Project ManagementLearn how to automate Dialpad on the Zapier blog
Learn how to automate ServiceTitan on the Zapier blog
Frequently Asked Questions about Dialpad + ServiceTitan integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Dialpad and ServiceTitan
How do I start integrating Dialpad with ServiceTitan?
To begin integrating Dialpad with ServiceTitan, you'll need to set up a workflow. In our platform, create a Zap that includes triggers from Dialpad, like a 'New Call' or 'New Voicemail', connecting them to corresponding actions in ServiceTitan such as 'Create a Customer' or 'Update Job Status'. You'll need active accounts on both services and follow the step-by-step setup guide within our dashboard.
What triggers in Dialpad can be used for integration?
Our integration supports several triggers from Dialpad, including 'New Call', 'Call Ended', 'New Voicemail', and 'New SMS'. These triggers can initiate various actions in ServiceTitan, allowing you to automate tasks like updating customer interactions or creating service appointments.
Can I use the integration to record call details from Dialpad into ServiceTitan?
Yes, by using the trigger of 'Call Ended' from Dialpad, you can set up an action in ServiceTitan to log call details into your records, creating seamless documentation and improving customer service tracking.
Is it possible to trigger an SMS notification in ServiceTitan when receiving a call on Dialpad?
Absolutely! You can set up a workflow where a new call on Dialpad triggers an SMS notification action within ServiceTitan. This keeps your team immediately informed about ongoing client interactions.
Do I need coding skills to set up this integration?
No coding skills are required. Our user-friendly interface guides you through selecting the necessary triggers and actions effortlessly, allowing users without technical backgrounds to configure workflows easily.
Are there any pre-configured integrations available for Dialpad and ServiceTitan?
We offer several templates for popular use cases between Dialpad and ServiceTitan. These templates include common workflows such as logging calls automatically or synchronizing customer records without manual intervention. You can customize these further based on your organization’s requirements.
How can I troubleshoot if my integration isn’t working as expected?
If your processes don't seem to work correctly, first ensure all accounts are connected properly in our platform. Review each step within your configured workflows; check if the right trigger-action pairs are selected and test each individually. Our support documentation offers additional troubleshooting tips, should issues persist.
