ServiceTitan Integration
Bookings and customers can be created in ServiceTitan, but every access path is gated by ServiceTitan and authorized per tenant.
Common in: Larger plumbing, HVAC, electrical & roofing operations
How it works
ServiceTitan offers a Zapier integration in open beta and a partner API. Both are gated: the Zapier beta requires The Works package (or a legacy package) plus credentials registered by your ServiceTitan admin, and direct API access is authorized tenant by tenant through ServiceTitan's developer program.
How the connection is made
ServiceTitan's developer program, authorized per tenant by your ServiceTitan admin, or the Zapier open beta on packages that include it.
Example workflow
A tenant-authorized connection lets the agent recognize an existing customer, read job status, and create a booking that lands in your dispatch board.
A conceptual example. The exact fields and actions are confirmed for your account during the compatibility review.
Data we may create
- Bookings
- Jobs
- Customers
Data we may read
- Customer records
- Job & booking status
Requirements
- A ServiceTitan package that includes integration access (for example The Works)
- Your ServiceTitan admin registers credentials and grants API permissions
- Per-tenant onboarding through ServiceTitan's developer program
Known limitations
- No self-serve path exists, and the Zapier integration is in open beta, so treat this as a coordinated onboarding with your ServiceTitan admin rather than a quick connect. If access can't be granted, the guaranteed handoff fallback applies.
If a direct integration isn't available
Where a direct integration isn't available or permitted, we deliver booked opportunities through a reliable handoff, internal team notifications, a shared calendar, or a structured export, so nothing is lost.
Check ServiceTitan compatibility for your account
A short assessment records your system and volume, then the review confirms exact capability against your plan and permissions.
Start a compatibility review