Edit Alert Emails

New Contributor

It would be great if we could edit alert emails. My goal is that once a job is sold, and alert email goes out to a specific team member with a link to a google form. This form is the process we want followed when jobs are sold. It would be such a simple add if I could just add that link. Make sense?


Contributor III

@scullysp You actually can do this. You'll want to provide the link to the google form to your success manager and ask them to add it to the "SoldEstimateAlertTemplate" configuration. 

Customer Advocacy Specialist at ServiceTitan
Director of Memberships at LadyTitans
ServiceTitan CSR/Dispatcher Group Moderator

Contributor II

@scullysp I think you should throw it in ideas to get votes for consideration by the development team! You got my vote. (But also, yes to Zapier integration!)

New Contributor III

Hi @scullysp! I love this idea! I wonder if this could be automated through the Zapier integration? Anyone with Zapier experience would love to hear your thoughts on this!!

ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

100% doable with Zapier- I used to do it at a previous company. I haven't tried it with the 2.0 API because I haven't used Zapier since two companies ago, but I definitely used it for customized alerts!!

Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions