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Set up your first integration
Quickly connect Calendly to ServiceTitan with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Calendly 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 "Event Canceled" from Calendly.
Add your action
An action happens after the trigger—such as "Apply Tag to Customer" in ServiceTitan.
You’re connected!
Zapier seamlessly connects Calendly 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.
- Event Canceled
Triggers when an event is canceled.
Try ItTriggerPolling - Free Plan Copy
- Webhook subscription scopeRequired
- Event Type
Try ItTriggerInstant- Routing Form
Try ItTriggerInstant- Event NameRequired
- Host UserRequired
- Co-hosts
- Duration (in minutes)Required
- Time Zone
- Start DateRequired
- End DateRequired
- Location Kind
- Location
- Additional Location Info
ActionWrite
- Free Plan Copy
- Webhook subscription scopeRequired
Try ItTriggerInstant- Free Plan Copy
- Webhook subscription scopeRequired
Try ItTriggerInstant- Event UUIDRequired
- Reason
ActionWrite- Mark Invitee as No Show
Marks a specific invitee as a no show.
ActionWrite
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Practical ways you can use Calendly and ServiceTitan
Sync scheduled events with ServiceTitan jobs.
When an invitee schedules an event in Calendly, Zapier automatically creates a corresponding job in ServiceTitan. This ensures business owners can streamline scheduling and operational planning without manual data entry, improving accuracy and saving time.
Business OwnerNotify about new lead appointments.
When a new booking is created in ServiceTitan, Zapier automatically sends a notification to a team communication platform or email, enabling the marketing team to prepare timely campaigns or follow-ups to drive conversions.
Marketing & Marketing OpsTrack no-show customers in ServiceTitan.
When an invitee is marked as a no-show in Calendly, Zapier automatically updates the status in ServiceTitan or creates a follow-up note or task. This workflow helps sales teams manage follow-ups effectively and improve customer engagement by addressing no-shows quickly.
Sales OpsLearn how to automate Calendly on the Zapier blog
Learn how to automate ServiceTitan on the Zapier blog
Frequently Asked Questions about Calendly + ServiceTitan integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Calendly and ServiceTitan
How do I set up a Calendly trigger when an event is scheduled?
To set up a Calendly trigger for when an event is scheduled, you'll need to connect your Calendly account through our integration platform. Once connected, choose the 'Event Scheduled' trigger in Calendly. This will allow you to automatically take actions, like creating or updating a customer record in ServiceTitan each time a new event is scheduled.
Can I update my ServiceTitan appointments whenever an invitee reschedules on Calendly?
Yes, you can automatically update appointments in ServiceTitan whenever an invitee reschedules an event on Calendly. By selecting the 'Invitee Rescheduled' trigger from Calendly, you can map it to the 'Update Appointment' action in ServiceTitan to ensure your schedule stays current.
What happens if I cancel a Calendly event? Will it reflect in ServiceTitan?
When you cancel an event in Calendly, you can set up a trigger named 'Event Canceled.' This ensures that once integrated with ServiceTitan, any cancellations made on Calendly are automatically registered, prompting a cancellation or notification action within ServiceTitan.
Is it possible to create new client records in ServiceTitan from new contacts in Calendly?
Absolutely! Whenever a new contact schedules or interacts via Calendly, select the 'New Invitee Created' trigger. You can then set this up with the 'Create Customer' action in ServiceTitan to maintain accurate and updated client records.
How often does the sync happen between Calendly and ServiceTitan?
The sync between Calendly and ServiceTitan occurs in real-time as triggers are fired following specific events like scheduling or canceling. This means any changes reflected on one platform are almost instantaneously updated on the other.
How can I handle double-bookings or scheduling conflicts through this integration?
Through our integration settings, ensure that your triggers for scheduling are always followed by checks via actions such as 'Check Availability' before finalizing appointment creation or updates. This helps reduce double-booking occurrences.
What permissions are required for integrating my accounts?
To integrate your accounts successfully, both your Calendly and ServiceTitan accounts should have admin access level. Make sure all necessary permissions such as submitting data from third-party applications are enabled during setup.