With our previous CRM/FSM software we took the estimate information and transferred the information in the estimate into a customer contract. When we came to ServiceTitan we were unable to do it that way. I was informed about Zapier but didn't have t...
The Project ID is in IDWhen the test is run the data is all wrong, and It says in the preview that it is searching the Invoice ID, not the project ID.
I have 2 custom text fields on projects that contain customer submissions I'm sending in from Google sheets through Zapier, Service Titan Update Projects Module. Both custom fields update as expected, but when existing data is in one custom field and...
Does anyone have a Zap set up for syncing the job schedule in Service Titan with an outside Calendar?
Is it advisable to activate the Zapier integration? Our existing CRM system offers Zapier integration, but we've experienced occasional API errors that result in missed data. Before delving too deeply into these integrations using Titan, I'd like to ...
Working on process improvement within the company.I'm looking to take the status of a job from start to finish in ST on a digital tracking board in the office.So far, I'm seeing programs like Trello or Monday.com that will work to show the progress i...
I'm trying to build a zap that creates a task and a series of subtasks. Since task id is a required field on the subtask, it seems to me that I actually need two separate zaps, and the second would start after the first completes. HOWEVER, there is n...
Has anyone connected service titan to callrail via zapier? I can't even get past the service titan "secret code" key part to get zapier connected. What are the steps? Connect zapier to to service titan then connect zapier to callrail?Also, I want cal...
Hi all! When we were getting this new board ready to share with you, I discovered that Zapier recently made it even easier for you to share Zaps with others. Check out the article here. Did you know this already (or am I behind the times)? How many o...
