--- title: "Book a job off an email lead using Zapier integration" slug: "book-a-job-off-an-email-lead-using-zapier-integration" updated: 2026-03-31T13:51:26Z published: 2026-03-31T13:51:26Z --- > ## 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. # Book a job off an email lead using Zapier integration ## Overview You can book a job off an email lead from a third-party lead source by using an email parsing tool and the ServiceTitan-Zapier integration. This is helpful if you use a Computerized Maintenance Management System (CMMS) such as ServiceChannel, Maximo, Corrigo, or Upkeep. With the ServiceTitan-Zapier integration and an email parser, job request leads from your email inbox go automatically to the Booking section of the Call Booking screen. This eliminates the need to view job lead emails and manually enter booking information in ServiceTitan. --- ### #### Who uses this feature - Owners, administrators, CSRs and office employees #### Feature configuration - Primarily for Commercial Service and Replacement / Commercial Construction business types. - Account configuration is required. Please contact [Technical Support](/v1/docs/contact-servicetitan-technical-support) for details. ## ## Define email parsing rules An email parser is a tool that searches and extracts specific data from incoming emails based on rules you define. The rules you define tells the email parser what data is pulled from the email message and leveraged by the ServiceTitan-Zapier integration to automatically create the booking in ServiceTitan. Some parsing tools define the rules for you by taking an email from the parsing mailbox as a sample and automatically creating data fields. But for other tools, you need to manually define the data fields. Please see your parsing tool's documentation for steps on how to do this. Once you define your parsing rules, most email parsing tools let you save these rules in email templates. The data fields you created here are displayed as options when you create the job booking action in Zapier. ## Create a booking provider tag in ServiceTitan Zapier requires a booking provider tag to create the booking event in ServiceTitan. You can create the booking provider tag in ServiceTitan. 1. Go to the navigation bar and click **Settings**![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png)****. 2. In the side panel, click **Integrations**> **Booking Providers**. 3. Click **Add Tag**. A form opens. 4. Enter a name for the booking provider and a description (optional). 5. When you’re finished, click **Add**. Make note of the ID assigned to the booking provider tag you created. ![Interface for managing booking provider tags with options to add or edit tags.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/book-a-job-off-an-email-lead-using-zapier-integration-image-kvuf2h23.png) ## Creating a job booking Zap in Zapier To use this feature, create a Zap in Zapier that monitors your inbox based on the email parsing rules you defined and creates a booking in ServiceTitan. 1. Create a trigger that starts the Zap. 1. **App:** Select your email parsing tool. Your email parsing tool must be integrated with Zapier. 2. **Event:** Select **New Email**. 3. **Account:** Select your email parsing tool account. 4. **Mailbox:** Enter the mailbox used by your email parsing tool. 5. **Test trigger:** Zapier examines recent emails in the specified mailbox to test the trigger. You can also select the email Zapier uses to test the trigger. > **Note:**You must have your email parsing rules defined prior to testing your trigger. 2. Create the booking action. > **Note:**Options displayed in these fields are data extracted from the email based on the parsing rules you have defined in your email parsing tool. Click **Show all options** to expand the list. *![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/book-a-job-off-an-email-lead-using-zapier-integration-image-5nzg66f7.gif)* 1. **App:** Search and select **ServiceTitan** 2. **Event:** Select **Create Booking**. 3. **Account:** Select your ServiceTitan account. 4. **Booking Provider:** Enter the ID assigned to the booking provider tag you created for your lead source in ServiceTitan. See [Create a booking provider tag in ServiceTitan](/v1/docs/book-a-job-off-an-email-lead-using-zapier-integration#create-a-booking-provider-tag-in-servicetitan) for more information. 5. **Source:** Enter your lead source. For example, you can enter **Email**. 6. **Name:** Select the parsed customer name from the lead email. The value entered here populates the **Name** field on the Call Booking screen. 7. **Address:**Select the address data. 8. **Summary (required):** Enter a summary of the job or select a parsed field from the lead email. The value entered here appears on the **Summary** field in the Call Booking screen. 9. **Is First Time Client:** Select whether the lead is a first-time client or not. 10. **External ID (required):** Select the ID generated by your email parsing tool. This can also be a randomly generated number. 11. **Test action:** Test the action you created. Zapier creates the booking event in ServiceTitan based on the trigger defined. ## Book a job from an email lead The Booking section of the Call Booking screen lists all of your incoming bookings from your email leads. After you receive a booking, review the lead details, and book the job. For more, see [Manage bookings](/v1/docs/manage-bookings). ## Want to learn more? See [ServiceTitan Zapier integration](/v1/docs/servicetitan-zapier-integration).