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Microsoft Outlook
Microsoft Outlook
1. Choose trigger event
ServiceTitan
ServiceTitan
2. Choose action
1. Select the event
Setup
Test
Microsoft Outlook
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Calendar Event Start" from Microsoft Outlook.
Add your action
An action happens after the trigger—such as "Apply Tag to Customer" in ServiceTitan.
You’re connected!
Zapier seamlessly connects Microsoft Outlook 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 Outlook and ServiceTitan with AI agents and code
Beyond Zap workflows. Call Microsoft Outlook 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 Outlook and ServiceTitan actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Attendees to Calendar Event
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.
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
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 Outlook and ServiceTitan
Add appointments to Outlook from ServiceTitan.
When a new appointment is created in ServiceTitan, Zapier automatically adds it to your Microsoft Outlook calendar. This ensures business owners have a clear schedule and can manage time effectively, reducing the chance of missed appointments and improving operational efficiency.
Zapier streamlines lead tracking by connecting ServiceTitan to Microsoft Outlook. Whenever a new lead is created in ServiceTitan, it adds a corresponding contact in Outlook, keeping the marketing team organized and ready for outreach.
Project managers can stay up-to-date by syncing ServiceTitan and Outlook. When a new job or project note is created in ServiceTitan, Zapier sends it to Outlook as an email, helping teams stay aligned and making project updates easy to track.
Learn how to automate Microsoft Outlook on the Zapier blog
Learn how to automate ServiceTitan on the Zapier blog
Make work flow with AI
Level up your Microsoft Outlook 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 Outlook + ServiceTitan integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Outlook and ServiceTitan
How can I integrate Microsoft Outlook with ServiceTitan using Zapier?
To integrate Microsoft Outlook with ServiceTitan, you can set up a Zap in Zapier. This requires you to connect both apps in your Zapier account and then configure triggers and actions. Common triggers from Outlook might include receiving a new email or a calendar event starting, while actions in ServiceTitan could be creating a new job or updating customer information.
What triggers are available for Microsoft Outlook when integrating with ServiceTitan?
When integrating with ServiceTitan, the available triggers for Microsoft Outlook include receiving a new email, updating a contact, adding an event to the calendar, and creating a new task. These triggers allow you to automate responses or actions within ServiceTitan based on activities happening in Outlook.
What actions can be performed in ServiceTitan through the integration with Microsoft Outlook?
Through integration with Microsoft Outlook, actions that can be performed in ServiceTitan include creating a new job based on an email received, updating customer records when calendar events occur, and logging communication details into job notes directly from emails.
Can I create an automated workflow to log emails from specific contacts into ServiceTitan?
Yes, you can set up an automated workflow by using a trigger in Microsoft Outlook like 'New Email From' specific contacts. This trigger can lead to an action in ServiceTitan such as logging the email content into customer job notes or updating customer interactions.
Is it possible to update customer information in ServiceTitan based on calendar events from Microsoft Outlook?
Certainly! You can use the 'Event Start' or 'Event Update' triggers in Microsoft Outlook as the basis for automation. For example, these events could automatically update related customer appointment records within ServiceTitan.
How do we handle duplicate entries when automating between Microsoft Outlook and ServiceTitan?
Our platform offers filters and conditions that help avoid duplicate entries during automation setups between Microsoft Outlook and ServiceTitan. You can specify unique identifiers like email ID or event name as conditions to ensure each entry is distinct before performing any action in ServiceTitan.
Are there ways to manage task assignments between Microsoft Outlook tasks and ServiceTitan?
Yes, by utilizing task creation or update triggers from Microsoft Outlook, you can assign or reassign tasks within the ServiceTitan system automatically. The integration allows for seamless transition of task updates and statuses between both platforms.
About Microsoft Outlook
Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
ServiceTitan is a mobile, cloud-based software platform that helps home services companies streamline operations, improve customer service, and increase sales.
