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Zapier makes it easy to integrate Microsoft Teams with ServiceTitan - no code necessary. See how you can get setup in minutes.
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Microsoft Teams
Microsoft Teams
1. Choose trigger event
ServiceTitan
ServiceTitan
2. Choose action
1. Select the event
Setup
Test
Microsoft Teams
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Channel" from Microsoft Teams.
Add your action
An action happens after the trigger—such as "Apply Tag to Customer" in ServiceTitan.
You’re connected!
Zapier seamlessly connects Microsoft Teams 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.
Create a new record or update an existing record in your app.
Project Id to attach job
Required
ID of job to attach to project
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
ID of job for new appointment
Required
Start date/time
Required
End date/time
Required
Arrival window start date/time
Arrival window end date/time
Technicians Ids
Special instructions
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Booking Provider
Required
Source
Required
Name
Required
Street
Unit
City
State
Zip
Country
Type
Value
Memo
Type
Value
Memo
Customer Type
Start
Summary
Required
Campaign
Business Unit
Job Type
Priority
Is First Time Client
Required
Send Confirmation Email
External Id
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Customer
Required
Type
Required
Value
Required
Memo
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Employee Name
Required
Mobile Phone
Office phone
Email
Required
Login (Username)
Account creation method
Required
Business Unit Id
User role Id
Required
List of company positions
Required
Azure Active Directory User Id
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Location Id
Required
Name
Installed On
Serial Number
Memo
Manufacturer
Model
Cost
Manufacturer Warranty Start
Manufacturer Warranty End
Service Provider Warranty Start
Service Provider Warranty End
Custom field Id
Value
Custom field Id
Value
Custom field Id
Value
Alias
File Name
Type
Alias
File Name
Type
Alias
File Name
Type
Tag Types
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Customer Id
Required
Location Id
Required
Business Unit
Required
Project
Estimate
Job Type
Required
Priority
Required
Campaign
Required
Start
Required
End
Required
Arrival Window Start
Arrival Window End
Technician Ids
Summary
Custom field Id
Value
Custom field Id
Value
Custom field Id
Value
Tag Types
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Required
Pin To Top
Job or Project Notes
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Booking
Required
Landing Page Url
Required
Referrer Url
Required
Google Click Identifier
Facebook Click Identifier
Microsoft Click ID
UTM source
UTM medium
UTM campaign
UTM ad group
UTM term
UTM content
Google Analytics id
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead
Required
Landing Page Url
Required
Referrer Url
Required
Google Click Identifier
Facebook Click Identifier
Microsoft Click ID
UTM source
UTM medium
UTM campaign
UTM ad group
UTM term
UTM content
Google Analytics id
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Required
Email
Phone Number
Street
Unit
City
State
Zip
Country
Summary
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Required
Customer
Required
Street
Unit
City
State
Zip
Country
Latitude
Longitude
Type
Value
Memo
Type
Value
Memo
Custom field Id
Value
Custom field Id
Value
Custom field Id
Value
Tag Types
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Technician
Required
Start
Required
Duration
Required
Name
Required
Timesheet Code
Required
Summary
Clear Dispatch Board
Clear Technician View
Remove Technician From Capacity Planning
Days of Week
Repeat
Repeat Frequency
Repeat Interval
End Type
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Location
Required
Estimate
Job
Name
Summary
Status Id
Sub Status Id
Start Date
Target Completion Date
Actual Completion Date
Custom field Id
Value
Custom field Id
Value
Custom field Id
Value
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Task id
Required
Is Closed
Required
Name
Required
Assigned To
Required
Due Date Time
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Technician Name
Required
Technician's phone number
Email
Login (Username)
Account creation method
Required
Business Unit Id
User role Id
Required
List of company positions
Required
Azure Active Directory User Id
License type
Required
Team name
Daily revenue goal
Burden rate (hourly)
Biography
Memo
Upcoming appointment visibility
Appointment history visibility
Street
Unit
City
State
Zip
Country
Latitude
Longitude
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead
Required
Dismiss Call Reason
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Appointment to remove hold.
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Id of the appointment to assign to.
Required
Technicians Ids
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Employee Id
Required
Employee Name
Mobile Phone
Office phone
Email
Login (Username)
Business Unit Id
User role Id
List of company positions
Azure Active Directory User Id
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Estimate ID
Required
Sku
Sku Name
Parent Item Id
Description
Required
Is Add On
Quantity
Unit Price
Skip Updating Membership Prices
Item Group Name
Item Group Root
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
ID
Required
Number
Type
Invoiced On
Sub total
Tax
Summary
Royalty Status
Review Status
Royalty Date
Royalty Sent on
Royalty Memo
Export
Assigned To
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Job Id
Required
Customer Id
Location Id
Business Unit
Project
Estimate
Job Type
Priority
Campaign
Summary
Should Update Invoice Items
Custom field Id
Value
Custom field Id
Value
Custom field Id
Value
Tag Types
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Location
Customer
Name
Active
Tax Zone Id
Street
Unit
City
State
Zip
Country
Latitude
Longitude
Custom field Id
Value
Custom field Id
Value
Custom field Id
Value
Tag Types
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Purchase order Id
Required
Id of the vendor for this PO
Required
Id of the purchase order type for this PO
Required
Id of the business unit for this PO
Required
Id of the inventory location for this PO
Id of the job for this PO
Id of the technician for this PO
Id of the project for this PO
Street
Unit
City
State
Zip
Country
Vendor invoice number
Vendor invoice number
Required
Summary/memo for this PO
PO date
Required
PO required on date
Required
Tax
Required
Shipping cost
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Technician Id
Required
Action name
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Appointments Ids (maximum 50)
ID of job for new appointment
Created before
Created on or after
Modified before
Modified on or after
Action
This is an event a Zap performs.
Search
Find existing data in your app
Booking provider Ids (maximum 50)
Name of the booking provider tag
Created before
Created on or after
Modified before
Modified on or after
Action
This is an event a Zap performs.
Search
Find existing data in your app
Campaign Id
Action
This is an event a Zap performs.
Search
Find existing data in your app
Customer Id
Action
This is an event a Zap performs.
Search
Find existing data in your app
Discount and Fees Ids (maximum 50)
Services created before
Services created on or after
Services modified before
Services modified on or after
Service active
External data application guid
External data key
External data values
Action
This is an event a Zap performs.
Search
Find existing data in your app
Equipment Ids (maximum 50)
Services created before
Services created on or after
Services modified before
Services modified on or after
Service active
External data application guid
External data key
External data values
Action
This is an event a Zap performs.
Search
Find existing data in your app
Installed Equipments Ids
Location Ids
Action
This is an event a Zap performs.
Search
Find existing data in your app
Type
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Lead
Action
This is an event a Zap performs.
Search
Find existing data in your app
Materials Ids (maximum 50)
Services created before
Services created on or after
Services modified before
Services modified on or after
Service active
External data application guid
External data key
External data values
Action
This is an event a Zap performs.
Search
Find existing data in your app
Purchase order Ids (maximum 50)
Purchase order status
Purchase order number
Id of the job for this PO
Id of the technician for this PO
Id of the project for this PO
Created on or after
Created before
Modified on or after
Modified before
Date on or after
Date before
Sent on or after
Sent before
Action
This is an event a Zap performs.
Search
Find existing data in your app
Active
Created before
Created on or after
Modified before
Modified on or after
Action
This is an event a Zap performs.
Search
Find existing data in your app
Vendor Ids
Active
External data application Guid
External data key
External data values
Created before
Created on or after
Modified before
Modified on or after
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use Microsoft Teams and ServiceTitan with AI agents and code
Beyond Zap workflows. Call Microsoft Teams and ServiceTitan actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Microsoft Teams and ServiceTitan actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create Channel
Apply Tag to Customer
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Microsoft Teams and ServiceTitan
Alert team for new customer jobs in ServiceTitan
When a new job is created in ServiceTitan, Zapier sends an automatic message to a specific channel in Microsoft Teams. This keeps everyone in the loop and ensures no job gets overlooked. Teams stay updated without manual monitoring, improving organizational efficiency.
When a new lead is added in ServiceTitan, Zapier sends the details directly to a dedicated channel in Microsoft Teams. This enables the marketing team to act quickly on fresh opportunities, helping increase conversion rates and lead responsiveness.
Notify team on appointment scheduling updates in Teams
Whenever a new appointment is scheduled in ServiceTitan, Zapier sends an automatic notification to your selected Microsoft Teams channel. This ensures project schedules remain up-to-date and clear, reducing communication delays and helping meet project deadlines.
Learn how to automate Microsoft Teams on the Zapier blog
Learn how to automate ServiceTitan on the Zapier blog
Make work flow with AI
Level up your Microsoft Teams to ServiceTitan integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Microsoft Teams + ServiceTitan integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Teams and ServiceTitan
What is Microsoft Teams and ServiceTitan integration?
The integration between Microsoft Teams and ServiceTitan allows for seamless communication and automation of tasks between the two platforms. By setting up this connection, you can automate activities such as sending messages in Microsoft Teams when a certain event occurs in ServiceTitan, like a new job being scheduled.
How do I set up triggers for the integration?
To set up triggers for the integration, you'll need to choose an event in ServiceTitan that you want to track - such as when a new customer is added or a job status changes. Then, configure this event to trigger an action in Microsoft Teams, like posting a message in a specific channel or notifying team members.
Can I customize actions taken in Microsoft Teams with this integration?
Yes, actions taken in Microsoft Teams can be customized based on your preferences and business needs. You can choose who receives notifications, which channels are updated, and what information is included in the messages.
What information from ServiceTitan can be sent to Microsoft Teams?
With the integration set up, you can send various pieces of information from ServiceTitan to Microsoft Teams, such as updates on job statuses, customer inquiries, employee schedules, or service requests.
Is historical data from ServiceTitan accessible through this integration?
The integration focuses on real-time data exchange. Historical data isn't automatically synchronized but current events and updates will trigger notifications and actions within Microsoft Teams.
How secure is the data transfer between Microsoft Teams and ServiceTitan?
We prioritize security by using encrypted connections for data transfer between Microsoft Teams and ServiceTitan. Both platforms have robust security measures that ensure your information remains confidential and protected during automated workflows.
Do I need technical expertise to integrate these platforms?
Technical expertise is not required to integrate Microsoft Teams with ServiceTitan. The process is designed to be user-friendly with step-by-step instructions guiding you through setting up triggers and actions without needing extensive technical knowledge.
About Microsoft Teams
Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.
ServiceTitan is a mobile, cloud-based software platform that helps home services companies streamline operations, improve customer service, and increase sales.
