ServiceTitan + Zoom Team Chat

Send channel messages in Zoom Team Chat for updated estimates in ServiceTitan

When an estimate is updated in ServiceTitan, streamline your communication with this nifty workflow. It instantly sends a channel message in Zoom Team Chat, keeping your entire team informed in real time. Say goodbye to manual updates and enhance your team's collaboration with this effortless automation.

When an estimate is updated in ServiceTitan, streamline your communication with this nifty workflow. It instantly sends a channel message in Zoom Team Chat, keeping your entire team informed in real time. Say goodbye to manual updates and enhance your team's collaboration with this effortless automation.

  1. When this happens...
    ServiceTitanServiceTitan
    Updated Estimate

    Triggers when an estimate is updated.

    TriggerPolling
  2. automatically do this!
    Zoom Team ChatZoom Team Chat
    Send Channel Message

    Post a new message to a specific channel. Also, allows for scheduling a message for later.

    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
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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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zoom-team-chat logo
zoom-team-chat logo

About Zoom Team Chat

Streamline communications with triggers for new channels, messages, mentions, and create actions to send messages, update presence, and more to Zoom Team Chat.
Learn more

Related categories

  • Team Chat