ServiceTitan + Startel CMC

Create new ServiceTitan customers from new Startel CMC intelliforms

Connect your Startel CMC and ServiceTitan apps in an easy flow with this nifty automation. This workflow activates when a new IntelliForm is completed in Startel CMC, seamlessly prompting ServiceTitan to create a new customer. It streamlines your service management, providing a faster, efficient way of transferring data between your platforms. Increase productivity by utilizing this workflow to keep your customer information updated and consistent.

Connect your Startel CMC and ServiceTitan apps in an easy flow with this nifty automation. This workflow activates when a new IntelliForm is completed in Startel CMC, seamlessly prompting ServiceTitan to create a new customer. It streamlines your service management, providing a faster, efficient way of transferring data between your platforms. Increase productivity by utilizing this workflow to keep your customer information updated and consistent.

  1. When this happens...
    Startel CMCStartel CMC
    New IntelliForm

    Triggers when a new IntelliForm is saved or filed on the specified Client ID.

    TriggerPolling
  2. automatically do this!
    ServiceTitanServiceTitan
    Create Customer

    Creates a new customer

    ActionWrite
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Supported triggers and actions

    • Client IDRequired

    • Member IDRequired

    • Category

    Action
    Write
    • Form IDRequired

    • CommentRequired

    Action
    Write
    • Form IDRequired

    Action
    Write
    • Client IDRequired

    • Number of DaysRequired

    Action
    Search
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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)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
startel-cmc logo
startel-cmc logo

About Startel CMC

The Startel CMC is a best-in-class contact management system for contact centers and telephone answering services.

Related categories

  • Communication