Set up Zapier zaps with ServiceTitan

  • Published on May 13, 2026
  • 3 minute(s) read
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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

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 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.

  • 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 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: 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: 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 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.

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.

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