Zapier + ServiceTitan
Connect ServiceTitan to Everything with Custom Zapier Automations
We build Zapier workflows that automate the repetitive tasks between ServiceTitan and your other tools.
Stop re-entering data. Stop chasing follow-ups. Let Zapier handle it.
Zapier automations we build for ServiceTitan shops
Real workflows we have implemented for home service companies. Each one eliminates a manual step your team currently has to remember.
Job Lifecycle
Job Completion Email
- Auto-send a thank-you email when a job is marked complete in ServiceTitan.
- Trigger follow-up messaging sequences without anyone having to remember.
Job Data to Google Sheets
- When a job is booked or completed, automatically add a row to a Google Sheet.
- Capture job details, revenue, technician, and customer info without manual entry.
Unsold Estimate Follow-Up
- When an estimate remains unsold after a set number of days, trigger a follow-up email or internal task.
- Recover revenue that would otherwise be forgotten.
Customer Communication
Technician ETA Text
- When a tech is dispatched, auto-send the customer an SMS with an estimated arrival time.
- Reduce inbound calls and improve the customer experience with real-time updates.
Review Request Follow-Up
- Send a review request via SMS or email 2 days after a job is closed.
- Route the request to the right review platform based on job type or location.
New Customer Welcome Sequence
- When a new customer is created in ServiceTitan, send a welcome email and add them to your email list.
- Start the relationship right with automated, consistent communication.
Membership Renewal Reminder
- When a membership is approaching expiration, trigger a reminder sequence to the customer.
- Reduce churn and keep recurring revenue on track without manual follow-up.
Lead & Sales
Lead to ServiceTitan Customer
- When a new lead submits a web form, automatically create a customer and job in ServiceTitan.
- Eliminate manual data entry and get leads into ServiceTitan instantly.
High-Value Job Alert
- When a job is booked over a certain revenue threshold, alert the owner via text or email.
- Stay on top of large opportunities and make sure nothing falls through the cracks.
Alerts & Reporting
Job Status Change Alert
- Notify the office team via Slack or email when a job status changes to a specific value.
- Keep dispatch, billing, and management informed without anyone checking the system.
Form Submission to Sheet
- When a ServiceTitan form is submitted in the field, push the data to a Google Sheet in real time.
- Capture technician notes, equipment data, and job details automatically.
Daily Revenue Summary
- Every morning, pull the previous day's job data from ServiceTitan and send a summary report.
- Get revenue, jobs completed, and open estimates in your inbox before 8am.
How it works
Book a strategy call
We talk through your current ServiceTitan setup and what you want to automate.
Map your workflows
We identify which tools you use and design the right Zapier triggers and actions.
Build and test
We build the Zaps, connect your accounts, and test each workflow before handoff.
Ongoing support
For shops that want continued help, we offer ongoing support packages.
Get Started
Let's talk about your Zapier setup
Fill out the form and we will be in touch to schedule a time.
Book a Strategy Call
Tell us what you are working with and we will take it from there.
