Microsoft Teams + ServiceTitan

Send chat messages in Microsoft Teams for new non-job events in ServiceTitan

Stay on top of your ServiceTitan tasks at all times. With this workflow, as soon as any new non-job related event takes place in ServiceTitan, you'll receive a chat message in your Microsoft Teams. It spares the hassle of switching between applications, keeps your team updated, and ensures you never miss out on important updates. Simplify your task management with a seamless communication flow between ServiceTitan and Microsoft Teams.

Stay on top of your ServiceTitan tasks at all times. With this workflow, as soon as any new non-job related event takes place in ServiceTitan, you'll receive a chat message in your Microsoft Teams. It spares the hassle of switching between applications, keeps your team updated, and ensures you never miss out on important updates. Simplify your task management with a seamless communication flow between ServiceTitan and Microsoft Teams.

  1. When this happens...
    ServiceTitanServiceTitan
    New Non Job

    Triggers when there's a new non job.

    TriggerPolling
  2. automatically do this!
    Microsoft TeamsMicrosoft Teams
    Send Chat Message

    Sends a message to an existing chat.

    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
microsoft-teams logo
microsoft-teams logo

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.
Learn more

Related categories

  • Microsoft
  • Team Chat

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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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