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Set up your first integration
Quickly connect ServiceTitan to Square with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate ServiceTitan with Square - 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 "New Project" from ServiceTitan.
Add your action
An action happens after the trigger—such as "Add Customer to Group" in Square.
You’re connected!
Zapier seamlessly connects ServiceTitan and Square, 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.
- 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- Modified On Or After
- Modified Before
- Active
Try ItTriggerPolling- Employee Ids (maximum 50)
- Employee name
- Employee active
- Created before
- Created on or after
- Modified before
- Modified on or after
Try ItTriggerPolling
- 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- 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
Try ItTriggerPolling- 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
Try ItTriggerPolling
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Practical ways you can use ServiceTitan and Square
Sync customer information to Square
When a new customer is added in ServiceTitan, Zapier will automatically create a customer profile in Square. This automation saves time from manual data entry and ensures consistent customer records across platforms, reducing duplicative work and improving data accuracy.
Business OwnerAttach new invoices to projects
When a new invoice is created in Square, Zapier attaches it to the corresponding project in ServiceTitan. This ensures that every project has updated invoice details, simplifying budget tracking and enhancing overall project financial management.
Project ManagementLearn how to automate ServiceTitan on the Zapier blog
Learn how to automate Square on the Zapier blog
Frequently Asked Questions about ServiceTitan + Square integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ServiceTitan and Square
How can I integrate ServiceTitan with Square for seamless operations?
You can integrate ServiceTitan with Square through our automation platform that uses triggers and actions. For example, when a new invoice is created in ServiceTitan (trigger), it can automatically create a sales receipt in Square (action), ensuring your financial records are always up-to-date.
What are the most common triggers available when integrating ServiceTitan with Square?
Common triggers include 'New Invoice', 'New Customer', and 'Updated Payment Status' in ServiceTitan. These triggers can initiate actions like creating customers or processing payments in Square without manual intervention.
Can I update an existing customer in Square when their information changes in ServiceTitan?
Yes, when there's an update to customer information in ServiceTitan (trigger), it can automatically update the corresponding customer details in Square (action) to ensure consistency across your platforms.
Is it possible to sync payment statuses between ServiceTitan and Square automatically?
Certainly, by setting 'Updated Payment Status' as a trigger in ServiceTitan, we can enable automatic updates of payment statuses in Square as an action. This ensures your systems reflect accurate payment records without manual data entry.
Can I set up a workflow to send receipts via email from Square after an invoice is created in ServiceTitan?
Absolutely, after creating an invoice in ServiceTitan (trigger), you can set up an action that not only creates a sales receipt in Square but also sends the receipt via email to your clients directly from Square.
How do I ensure that all my transactions are accurately recorded between both platforms?
By using workflows that connect specific events like 'Payment Received' or 'Invoice Created' (triggers) from ServiceTitan with corresponding actions in Square, you ensure all transactions are accurately recorded and synchronized between both platforms.
What steps should I follow if I encounter issues during the integration setup?
If issues arise during integration setup, review our detailed troubleshooting guide. It covers solutions for common setup problems and offers support options if personalized assistance is needed.
