--- title: "Set up Zapier zaps with ServiceTitan" slug: "set-up-zapier-zaps-with-servicetitan" updated: 2026-10-15T00:57:58Z published: 2026-10-15T00:57:58Z canonical: "help.servicetitan.com/set-up-zapier-zaps-with-servicetitan" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Set up Zapier zaps with ServiceTitan ## Overview After you connect ServiceTitan to Zapier, you can create Zaps that automate workflows between ServiceTitan and third-party applications. A *Zap* is an automated workflow made up of a *trigger* (the event that starts the workflow) and one or more *actions* (the tasks that run when the trigger fires). This article walks through two example Zaps: sending a Slack alert when a completed job has a remaining invoice balance, and adding scheduled ServiceTitan jobs to Google Calendar. --- ### #### Who uses this feature - Administrators and office employees - This featured integration is currently in open beta - Applies to all business types - Applies to all trades #### Feature configuration - To get started, fill out the ServiceTitan Zapier [registration form](https://docs.google.com/forms/d/e/1FAIpQLSddBC77UaVpnJq3YCDRgcWlSVoxN6ByV8ukPRAXcvIxDsdTlQ/viewform) - A [Client ID and Secret Key](https://developer.servicetitan.io/docs/get-going-manage-client-id-and-secret/) is required to set up this integration. For more information, contact [integrations@servicetitan.com](mailto:integrations@servicetitan.com) - You must be on the Works or Legacy package to use the Zapier integration ## Things to know - Zapier functionality is not officially supported by ServiceTitan and is made available on an 'as is' basis. See the [Terms of Use](https://www.servicetitan.com/terms-of-use) for details. - A *trigger* is an event that starts a Zap. An *action* is the task performed when the trigger fires. - Zapier monitors ServiceTitan for a trigger to begin an action. - For a complete setup walkthrough, see [ServiceTitan Zapier integration](https://help.servicetitan.com/construction/docs/servicetitan-zapier-integration). - If a job is rescheduled or canceled in ServiceTitan, those changes do not automatically update in your connected external applications. ## Use cases - **Invoice balance alerts:** Automatically send a Slack message when a completed job has a remaining invoice balance, so your accounts receivable team can follow up quickly. - **Job scheduling visibility:** Add scheduled ServiceTitan jobs to Google Calendar so office staff can view the day's schedule without logging in to ServiceTitan. - **Lead notifications:** Send an alert to a Slack channel when a new lead comes in, so your sales team can respond faster. - **Task creation:** Automatically create tasks in ServiceTitan when you receive a form submission from a third-party application. ## Send a Slack alert for remaining invoice balances This Zap sends a Slack direct message when a completed job has a remaining invoice balance. Use it to keep your team informed about outstanding balances and speed up follow-up. ### Set the trigger 1. Open [zapier.com](https://zapier.com/) and click **Create Zap**. 2. Search for and select **ServiceTitan (3.0.X)**. 3. From the **Choose Trigger Event** dropdown, select **Get Jobs**, then click **Continue**. 4. Connect your ServiceTitan account. Enter your **Tenant ID**, **Client ID**, and **Client Secret** when prompted. 5. From the **Environment to use** dropdown, select the production environment, then click **Yes, Continue to ServiceTitan**. 6. In the *Customize Job* section, select **Completed** from the **Status** dropdown. 7. Click **Continue**. ### Add a filter for invoice balance 1. Click the blue **+** button to add a step. 2. Search for and select **Filter by Zapier**. 3. In the *Filter Setup & Testing* section, select **Invoice Balance** from the first dropdown. 4. Set the condition to **(Number) Greater than** and enter **0** as the value. 5. Click **Continue**. > [!NOTE] > **Note:** This filter ensures the Zap only continues when the completed job has an outstanding invoice balance greater than zero. ### Configure the Slack action 1. Click the blue **+** button to add another step. 2. Search for and select **Slack**. 3. From the **Choose Action Event** dropdown, select **Send Direct Message**, then click **Continue**. 4. Connect your Slack account when prompted. 5. In the *Customize Message* section, select the recipient from the **To Username** dropdown. 6. In the **Message Text** field, select the ServiceTitan data fields you want to include, such as *ID*, *Status*, *Invoice Total*, and *Invoice Balance*. 7. Click **Continue**, then test and turn on your Zap. > [!TIP] > **Tip:** The Slack alert displays job details such as job number, job status, completed timestamp, invoice total, and invoice balance. ## Add scheduled jobs to Google Calendar This Zap adds scheduled ServiceTitan jobs to your Google Calendar. Use it to give your office staff visibility into the day's job schedule from their calendar application. ### Set the trigger 1. Open [zapier.com](https://zapier.com/) and click **Create Zap**. 2. Search for and select **ServiceTitan (3.0.X)**. 3. From the **Choose Trigger Event** dropdown, select **Get Jobs**, then click **Continue**. 4. Click **Sign in to ServiceTitan** to connect your account. Enter your **Client ID** and **Client Secret** when prompted. 5. In the *Customize Job* section, select **Scheduled** from the **Status** dropdown. 6. Click **Test & Continue**. ### Configure the Google Calendar action 1. Click the blue **+** button to add a step. 2. Search for and select **Google Calendar**. 3. From the **Choose Action Event** dropdown, select **Create Detailed Event**, then click **Continue**. 4. Connect your Google account when prompted. 5. In the *Customize Detailed Event* section, map the following fields from ServiceTitan data: - **Summary**: Select the job number and type name fields - **Description**: Select customer name, location name, and service address fields - **Start Date & Time**: Select the *Start* field from ServiceTitan - **End Date & Time**: Select the *End* field from ServiceTitan 6. Click **Continue**, test the Zap, then toggle it on. > [!WARNING] > **Caution:** If a job is rescheduled or canceled in ServiceTitan, those changes are not reflected in your Google Calendar. You must update or remove the calendar event manually. ## Want to learn more? - See [ServiceTitan Zapier integration](https://help.servicetitan.com/construction/docs/servicetitan-zapier-integration) - See [Get started with the API Developer Portal](https://help.servicetitan.com/construction/docs/get-started-with-api-dev-portal-v2) - Visit [Zapier Help](https://zapier.com/help) for help building and troubleshooting Zaps A pre-release that is open to any ServiceTitan user who wants to participate. Any user can use the product and give feedback as the official release approaches. [Learn more →](https://help.servicetitan.com/docs/procure-to-pay-p2p-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)