Tag Triggering

New Contributor

( COMMUNITY-I-1659 ) I'd like the ability for there to be a trigger for our tags. The same way that there are triggers for forms. For example, if Service Titan recognizes that we're visiting a new customer, it will apply a "new customer" tag to their job. If Service Titan were to recognize that a customer has cancelled their Membership with us in the past, it applies a "Previous Member" tag to the customer. I manage our Marketing Pro and its a lot easier to create an audience using tags. If I could stop relying on CSR's to apply each tag needed to each job/customer for my Marketing Pro benefits, that'd be great.

I did post this as an idea! ( COMMUNITY-I-1659 ) Please go vote for it, I think this will make things much easier for the Marketing teams involved with Service Titan. 


New Contributor

This would be so helpful and save so much time

ServiceTitan Certified Provider
ServiceTitan Certified Provider

I like this idea! It would also be helpful for other workflows, ex: if you add a parts received tag, it will automatically remove a parts ordered tag. 

Pam Duffy, Powerhouse Consulting Group
ServiceTitan Certified Coach + ServiceTitan Certified Marketer + Zapier Certified Expert

New Contributor III

This is such a great idea and will definitely help with workflow. Voted for it!