Connect Microsoft Office 365 and ServiceTitan to unlock the power of automation
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Set up your first integration
Quickly connect Microsoft Office 365 to ServiceTitan with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Microsoft Office 365 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 "Calendar Event Start" from Microsoft Office 365.
Add your action
An action happens after the trigger—such as "Apply Tag to Customer" in ServiceTitan.
You’re connected!
Zapier seamlessly connects Microsoft Office 365 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.
- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Try ItTriggerPolling- Calendar
Try ItTriggerPolling- Shared Inbox
Try ItTriggerPolling- New Flagged Email
Triggers when a new email is flagged.
Try ItTriggerPolling
- Parent FolderRequired
- Child Folder
Try ItTriggerPolling- Contact Folder
Try ItTriggerPolling- Parent Folder
- Child Folder
- Search termsRequired
- Note
Try ItTriggerPolling- Parent Folder
- Child Folder
Try ItTriggerPolling
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Practical ways you can use Microsoft Office 365 and ServiceTitan
Sync new customer info to contacts.
When a new customer is added in ServiceTitan, Zapier automatically creates a new contact in Microsoft Office 365. This ensures customer lists stay updated, simplifying outreach and account management.
Business Owner
Notify IT team about new technicians.
When a new technician is added to ServiceTitan, Zapier sends an email notification through Microsoft Office 365. This helps keep the IT team informed for system access provisioning or updates, improving workflow efficiency.
ITLearn how to automate Microsoft Office 365 on the Zapier blog
Learn how to automate ServiceTitan on the Zapier blog
Frequently Asked Questions about Microsoft Office 365 + ServiceTitan integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Office 365 and ServiceTitan
What kind of data can be synced between Microsoft Office 365 and ServiceTitan?
You can sync various types of data such as contacts, calendar events, and emails. For example, when a new contact is created in Microsoft Office 365, it can automatically be added to ServiceTitan as well.
How does the integration handle calendar events?
The integration allows you to set triggers for calendar events. For instance, if a new event is created in the Microsoft Office 365 calendar, it can trigger the creation of a corresponding job or task in ServiceTitan.
Can I automate email notifications through this integration?
Yes, our system supports automation of email notifications. If certain actions happen in ServiceTitan like job completions or updates, automatic emails can be triggered through your Office 365 account.
Is it possible to update client information automatically across both platforms?
Absolutely. You can configure triggers so that whenever client information is updated in ServiceTitan, these changes reflect immediately in your Microsoft Office 365 contacts.
Are there any limitations on actions that can be automated between these two platforms?
There are some limitations depending on the specific actions and permissions set within each platform. While most basic operations like syncing contacts and calendar management are supported, complex multi-step workflows may require additional configuration.
How frequently does the sync occur between Microsoft Office 365 and ServiceTitan?
The synchronization frequency can vary based on your settings; typically it occurs every few minutes if both systems have been set to push updates instantly upon changes or additions.
Do I need any special permissions to integrate Microsoft Office 365 with ServiceTitan?
Yes, you will need appropriate administrative permissions on both platforms to set up integrations effectively and ensure that all triggers and actions function correctly across systems.
