1.Detect new job creation
Integrate ServiceTitan and job record systems to detect new job creation events and send job and project identifiers to the workflow.
Update job tax type from linked project details
Automatically detect new job creations in ServiceTitan and use linked project details across ServiceTitan. Create and update when project tax classification is found, job project identifier is present, or job tax type is missing—so you can apply correct tax classification, update job project name, and avoid wrong billing without manual data entry.
How this automation keeps job tax types accurate
When new jobs arrive with incomplete tax context, billing teams can use the wrong classification and revenue work slows down. This automation watches ServiceTitan job creation, finds linked project tax data, filters empty matches, and updates each job so tax fields stay consistent.
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2.Find matching project record
Integrate ServiceTitan and project lookup tools to find the project by the job project identifier and pull the tax classification fields.
3.Continue only when tax exists
Integrate Zapier and data validation rules to continue only if a project was found and the project tax classification exists.
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4.Update job tax type
Integrate ServiceTitan and job record systems to update the job tax type field, set the job project name, and apply custom field mappings.
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