SendJim + ServiceTitan

Create contacts in SendJim for new customers in ServiceTitan

Effortlessly keep your customer information up-to-date between ServiceTitan and SendJim with this handy workflow. Whenever you add a new customer in ServiceTitan, their contact information will be automatically added to SendJim, ensuring seamless communication and relationship management. Spend less time manually transferring data and more time focusing on delivering top-notch service to your valuable customers.

Effortlessly keep your customer information up-to-date between ServiceTitan and SendJim with this handy workflow. Whenever you add a new customer in ServiceTitan, their contact information will be automatically added to SendJim, ensuring seamless communication and relationship management. Spend less time manually transferring data and more time focusing on delivering top-notch service to your valuable customers.

  1. When this happens...
    ServiceTitanServiceTitan
    New Customer

    Triggers when there's a new customers.

    TriggerPolling
  2. automatically do this!
    SendJimSendJim
    Create Contact

    Create a contact in SendJim

    ActionWrite
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Supported triggers and actions

    • 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

    Trigger
    Polling
    Try It
    • Active

    • Modified On Or After

    • Modified Before

    Trigger
    Polling
    Try It
    • Customers IDs (maximum 50)

    • Created before

    • Created on or after

    • Modified before

    • Modified on or after

    • Name

    • Street

    • Unit

    • City

    • State

    • Zip

    • Country

    • Phone

    • Active

    • External data application Guid

    • External data key

    • External data values

    • Tag Types

    • Tag Type Match Condition

    Trigger
    Polling
    Try It
    • Estimates IDs (maximum 50)

    • Job

    • Project

    • Job Number

    • Sold By

    • Sold By Employee

    • Active

    • Status

    • Total greater

    • Total less

    • Sold after

    • Sold before

    • Created before

    • Created on or after

    • Modified before

    • Modified on or after

    Trigger
    Polling
    Try It
sendjim logo
sendjim logo

About SendJim

SendJim is a way to quickly send custom gifts, postcards, and more to your customers.
Learn more

Related categories

  • Marketing
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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