ServiceTitan

    Create Jobs, Tasks, and Notes in ServiceTitan for trades as soon as a call is qualified

    Goal → For trades, create Jobs/Tasks/Notes in ServiceTitan as soon as a call is qualified—and keep dispatch aligned.

    Ways to connect

    1) Post-call webhooks → your backend → ServiceTitan API (V2)

    Webhook arrives with job type, address, time window; your service calls ServiceTitan V2 APIs.

    • Webhook arrives with job type, address, and time window
    • Your service calls ServiceTitan V2 APIs to book jobs or create tasks/notes1
    • Access managed via developer portal & API keys
    • Real-time job creation for dispatch coordination

    2) Zapier (no code)

    The ServiceTitan Zapier app can create job bookings, tasks, job notes, or attachments.

    • The ServiceTitan Zapier app can create job bookings2
    • Create tasks, job notes, or attachments
    • Trigger when qualified calls arrive
    • Setup requires tenant credentials and admin permissions

    3) Direct API

    Use the API Dev Portal V2 to get an integration environment and write jobs/appointments programmatically.

    • Use the API Dev Portal V2 onboarding3
    • Get integration environment cloned from production
    • Write jobs/appointments programmatically
    • Full control over job details and scheduling

    Demo (0:20) 🎧

    "Water heater leak" → webhook → create ServiceTitan Job for tomorrow 8–10am window with customer details

    Works with:Call Routing, Appointment Booking
    See industries:Home Services

    References

    1. ServiceTitan V2 API and Developer Portal documentation
    2. Zapier ServiceTitan Integration for job bookings, tasks, and notes
    3. ServiceTitan API Dev Portal V2 onboarding for integration environments

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