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Choose a trigger
A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.
Add your action
An action happens after the trigger—such as "Apply Tag to Customer" in ServiceTitan.
You’re connected!
Zapier seamlessly connects Salesforce 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.
- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Parent ObjectRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note TitleRequired
- Note ContentRequired
- Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Warning
- Salesforce ObjectRequired
- Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- 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 ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Active
- Modified On Or After
- Modified Before
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- 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 ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- 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 ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Invoices IDs (maximum 50)
- Invoice Status
- Batch
- Batch number
- Job
- Business Unit
- Customer
- Total greater
- Total less
- Invoiced On Before
- Invoiced On Or After
- Invoice Review Status
- Invoice Assigned to Ids
- Modified On Or After
- Modified Before
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Jobs IDs (maximum 50)
- Job number
- Project Id
- Job Status
- Appointment Status
- Job Type
- Business Unit
- Customer Id
- Location Id
- Technician Id
- Appointment Starts Before
- Appointment Starts On Or After
- Created Before
- Created On Or After
- Modified Before
- Modified On Or After
- Completed Before
- Completed On Or After
- Tag Types
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Leads IDs (maximum 50)
- Modified Before
- Modified On Or After
- Customer Id
- Is Prospect
- Without Customer
- Status
- Customer City
- Customer State
- Customer Zip
- Customer Created On Or After
- Customer Created Before
- Customer Modified On Or After
- Sort
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Equipment IDs
- Modified On Or After
- Modified On Or Before
- Active
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Applied to invoices
- Applied to reference number
- Status
- Business unit ids
- Transaction type
- Customer Id
- Total greater
- Total less
- Modified before
- Modified on or after
- Created before
- Created on or after
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Technician Ids (maximum 50)
- Technician name
- Technician active
- Created before
- Created on or after
- Modified before
- Modified on or after
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Equipment IDs
- Modified On Or After
- Modified On Or Before
- Active
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Customers
- Tag Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project Id to attach jobRequired
- ID of job to attach to projectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ID of job for new appointmentRequired
- Start date/timeRequired
- End date/timeRequired
- Arrival window start date/time
- Arrival window end date/time
- Technicians Ids
- Special instructions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Booking ProviderRequired
- SourceRequired
- NameRequired
- Street
- Unit
- City
- State
- Zip
- Country
- Type
- Value
- Memo
- Type
- Value
- Memo
- Customer Type
- Start
- SummaryRequired
- Campaign
- Business Unit
- Job Type
- Priority
- Is First Time ClientRequired
- Send Confirmation Email
- External IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- TypeRequired
- ValueRequired
- Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Employee NameRequired
- Mobile Phone
- Office phone
- EmailRequired
- Login (Username)
- Account creation methodRequired
- Business Unit Id
- User role IdRequired
- List of company positionsRequired
- Azure Active Directory User Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Location IdRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer IdRequired
- Location IdRequired
- Business UnitRequired
- Project
- Estimate
- Job TypeRequired
- PriorityRequired
- CampaignRequired
- StartRequired
- EndRequired
- Arrival Window Start
- Arrival Window End
- Technician Ids
- Summary
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
- Tag Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NoteRequired
- Pin To Top
- Job or Project NotesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BookingRequired
- Landing Page UrlRequired
- Referrer UrlRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- Landing Page UrlRequired
- Referrer UrlRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Email
- Phone Number
- Street
- Unit
- City
- State
- Zip
- Country
- Summary
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- CustomerRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TechnicianRequired
- StartRequired
- DurationRequired
- NameRequired
- Timesheet CodeRequired
- Summary
- Clear Dispatch Board
- Clear Technician View
- Remove Technician From Capacity Planning
- Days of Week
- Repeat
- Repeat Frequency
- Repeat Interval
- End Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LocationRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task idRequired
- Is ClosedRequired
- NameRequired
- Assigned ToRequired
- Due Date Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Technician NameRequired
- Technician's phone number
- Email
- Login (Username)
- Account creation methodRequired
- Business Unit Id
- User role IdRequired
- List of company positionsRequired
- Azure Active Directory User Id
- License typeRequired
- Team name
- Daily revenue goal
- Burden rate (hourly)
- Biography
- Memo
- Upcoming appointment visibility
- Appointment history visibility
- Street
- Unit
- City
- State
- Zip
- Country
- Latitude
- Longitude
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- Dismiss Call ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Appointment to remove hold.Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Id of the appointment to assign to.Required
- Technicians IdsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Employee IdRequired
- Employee Name
- Mobile Phone
- Office phone
- Email
- Login (Username)
- Business Unit Id
- User role Id
- List of company positions
- Azure Active Directory User Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Estimate IDRequired
- Sku
- Sku Name
- Parent Item Id
- DescriptionRequired
- Is Add On
- Quantity
- Unit Price
- Skip Updating Membership Prices
- Item Group Name
- Item Group Root
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- Number
- Type
- Invoiced On
- Sub total
- Tax
- Summary
- Royalty Status
- Review Status
- Royalty Date
- Royalty Sent on
- Royalty Memo
- Export
- Assigned To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job IdRequired
- 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
ActionThis is an event a Zap performs.WriteCreate 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Purchase order IdRequired
- Id of the vendor for this PORequired
- Id of the purchase order type for this PORequired
- Id of the business unit for this PORequired
- 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 numberRequired
- Summary/memo for this PO
- PO dateRequired
- PO required on dateRequired
- TaxRequired
- Shipping costRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Technician IdRequired
- Action nameRequired
ActionThis is an event a Zap performs.WriteCreate 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
ActionThis is an event a Zap performs.SearchFind 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
ActionThis is an event a Zap performs.SearchFind existing data in your app- Campaign Id
ActionThis is an event a Zap performs.SearchFind existing data in your app- Customer Id
ActionThis is an event a Zap performs.SearchFind 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
ActionThis is an event a Zap performs.SearchFind 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
ActionThis is an event a Zap performs.SearchFind existing data in your app- Installed Equipments Ids
- Location Ids
ActionThis is an event a Zap performs.SearchFind existing data in your app- TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Lead
ActionThis is an event a Zap performs.SearchFind 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
ActionThis is an event a Zap performs.SearchFind 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
ActionThis is an event a Zap performs.SearchFind existing data in your app- Active
- Created before
- Created on or after
- Modified before
- Modified on or after
ActionThis is an event a Zap performs.SearchFind 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
ActionThis is an event a Zap performs.SearchFind existing data in your app
- New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Disclaimer
- Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- CampaignRequired
- ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CampaignRequired
- LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - FileRequired
- Title
- Description
- Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead to UpdateRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- 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 ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Modified On Or After
- Modified Before
- Active
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Employee Ids (maximum 50)
- Employee name
- Employee active
- Created before
- Created on or after
- Modified before
- Modified on or after
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Form IDs (maximum 50)
- Active
- Status
- Submitted On Or After
- Submitted Before
- Owner Type
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Locations IDs (maximum 50)
- Customer
- City
- State
- Zip
- Active
- Modified Before
- Modified On Or After
- Tag Types
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Non Job Ids
- Technician
- Starts On Or After
- Starts On Or Before
- Timesheet Code Id
- Active Only
- Show On Technician Schedule
- Created On Or After
- Created Before
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- 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
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Modified On Or After
- Modified Before
- Active
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- 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 ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Id of the appointment to assign to.Required
- Technicians IdsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Appointment to cancelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Booking ProviderRequired
- BookingRequired
- TypeRequired
- ValueRequired
- Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Type
- Do Not Mail
- Do Not Service
- NameRequired
- StreetRequired
- Unit
- CityRequired
- StateRequired
- ZipRequired
- CountryRequired
- Latitude
- Longitude
- StreetRequired
- Unit
- CityRequired
- StateRequired
- ZipRequired
- CountryRequired
- Latitude
- Longitude
- Type
- Value
- Memo
- Type
- Value
- Memo
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
- Tag Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer Id
- Text content of customer noteRequired
- Pin to top
- Add to locations
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Summary
- Tax
- Status
- Sold by
- Name
- Url
- Job Id
- Project Id
- Location Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Adjustment to InvoiceRequired
- Number
- Type
- Invoiced On
- Sub total
- Tax
- Summary
- Royalty Status
- Royalty Date
- Royalty Sent on
- Royalty Memo
- Review Status
- Export
- Assigned To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job IdRequired
- FilenameRequired
- File urlRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer
- Location
- Campaign IdRequired
- Business Unit Id
- Job Type
- SummaryRequired
- Tag Types
- Priority
- Call Reason Id
- Follow Up Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Landing Page UrlRequired
- Referrer UrlRequired
- 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
- Customer Phone NumberRequired
- Forwarding Phone NumberRequired
- Tracking Phone NumberRequired
- Call Started OnRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- Follow-Up DateRequired
- Text
- Pin To Top
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- NoteRequired
- Pin To Top
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LocationRequired
- TypeRequired
- ValueRequired
- Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Employee TypeRequired
- Employee IdRequired
- Posted OnRequired
- Amount
- Memo
- Activity Code Id
- Invoice Id
- Hours
- Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Id of the vendor for this PORequired
- Id of the purchase order type for this PORequired
- Id of the business unit for this PORequired
- Id of the inventory location for this PORequired
- Id of the job for this PO
- Id of the technician for this PO
- Id of the project for this PO
- Address DescriptionRequired
- StreetRequired
- UnitRequired
- CityRequired
- StateRequired
- ZipRequired
- CountryRequired
- Vendor invoice number
- Vendor invoice numberRequired
- Summary/memo for this PO
- PO dateRequired
- PO required on dateRequired
- TaxRequired
- Shipping costRequired
- SKU IDRequired
- DescriptionRequired
- Vendor Part NumberRequired
- QuantityRequired
- CostRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Reported ToRequired
- Assigned ToRequired
- Is ClosedRequired
- NameRequired
- Business UnitRequired
- Employee Task TypeRequired
- Employee Task SourceRequired
- Employee Task ResolutionRequired
- Reported dateRequired
- Due dateRequired
- Involved Employee Id List
- Customer Id
- Job Id
- Project Id
- Description
- PriorityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ID of job to detach from projectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Appointment to reschedule.Required
- ReasonRequired
- MemoRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Appointment to reschedule.Required
- Start date/timeRequired
- End date/timeRequired
- Arrival window start date/time
- Arrival window end date/time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer Id
- Name
- Type
- Do Not Mail
- Do Not Service
- Street
- Unit
- City
- State
- Zip
- Country
- Latitude
- Longitude
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
- Active
- Tag Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Employee IdRequired
- Action nameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Installed Equipments Id
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- Item type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- Campaign
- Priority
- Business Unit Id
- Job Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project Id
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Technician IdRequired
- Technician Name
- Technician's phone number
- Email
- Login (Username)
- Business Unit Id
- User role Id
- List of company positions
- Azure Active Directory User Id
- License type
- Team name
- Daily revenue goal
- Burden rate (hourly)
- Biography
- Memo
- Upcoming appointment visibility
- Appointment history visibility
- Street
- Unit
- City
- State
- Zip
- Country
- Latitude
- Longitude
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Api_docs_info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Appointments Ids (maximum 50)
- ID of job for new appointment
- Project Id
- Technician Id
- Customer Id
ActionThis is an event a Zap performs.SearchFind existing data in your app- Business Unit Id
ActionThis is an event a Zap performs.SearchFind existing data in your app- Category type
ActionThis is an event a Zap performs.SearchFind existing data in your app- 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
ActionThis is an event a Zap performs.SearchFind existing data in your app- Employee Ids (maximum 50)
- Employee name
- Employee active
- Created before
- Created on or after
- Modified before
- Modified on or after
ActionThis is an event a Zap performs.SearchFind existing data in your app- Estimate Ids
- Job Id
- Project Id
- Sold By
- Sold By Employee
- Status
- Total greater
- Total less
- Sold after
- Sold before
ActionThis is an event a Zap performs.SearchFind existing data in your app- Invoices IDs (maximum 50)
- Invoice Number
- Status
- Job Id
- Job Number
- Batch Id
- Batch Number
- Customer Id
ActionThis is an event a Zap performs.SearchFind existing data in your app- Job Type Id
ActionThis is an event a Zap performs.SearchFind existing data in your app- Customer Id
- Tag Types
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project Ids
- Customer Id
- Location Id
- Invoice Id
- Technician
- Job Id
- Appointment Id
ActionThis is an event a Zap performs.SearchFind existing data in your app- Service 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
ActionThis is an event a Zap performs.SearchFind existing data in your app- Technician Ids (maximum 50)
- Technician name
- Technician active
- Created before
- Created on or after
- Modified before
- Modified on or after
ActionThis is an event a Zap performs.SearchFind existing data in your app- Location Id
ActionThis is an event a Zap performs.SearchFind existing data in your app
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Connect Salesforce and ServiceTitan to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Salesforce on the Zapier blog
Learn how to automate ServiceTitan on the Zapier blog
Frequently Asked Questions about Salesforce + ServiceTitan integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and ServiceTitan
What are the available triggers for integrating Salesforce with ServiceTitan?
When integrating Salesforce with ServiceTitan, you have access to several triggers such as 'New Lead' and 'Lead Updated' in Salesforce. These events can automatically initiate actions in ServiceTitan like creating or updating a customer profile.
Can I update a record in Salesforce when a task is completed in ServiceTitan?
Yes, our integration allows you to set actions that update a Salesforce record once a task is marked complete in ServiceTitan. You can configure specific fields to be updated based on the completion data from ServiceTitan.
Is it possible to create automatic workflows using this integration?
Absolutely, you can create automated workflows where actions in one platform trigger processes in the other. For example, upon creation of a work order in ServiceTitan, an opportunity or task might be automatically generated in Salesforce.
How do we handle errors during synchronization between Salesforce and ServiceTitan?
We offer detailed logs and error handling mechanisms. If an error occurs during synchronization, it will be logged, and you'll be notified via email with details on what went wrong and how to address it.
Can custom fields be synced between the two platforms?
Yes, custom fields can be mapped and synced between Salesforce and ServiceTitan. Ensuring that these fields are accurately aligned between both systems is part of our configuration process.
Are there limitations on data that can be transferred between the platforms?
While most standard field data can be transferred seamlessly, there may be limitations on custom or complex data types. It's essential to review field compatibility during setup.
What happens if there's a change in API endpoints from either platform?
We regularly monitor changes to API endpoints from both Salesforce and ServiceTitan. In case of updates that affect integration functionality, our team will implement necessary adjustments promptly to maintain seamless connectivity.