ServiceTitan

servicetitan is a field service management platform for home and commercial service businesses, offering tools for scheduling, dispatch, invoicing, and customer management integrating servicetitan with make com enables automated job scheduling, customer data syncing, and invoice processing this is ai generated content based on official servicetitan documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www servicetitan com directly requirements to use the servicetitan app in make, you must have a servicetitan account and request access to the api, https //www servicetitan com for subscription, refer to the https //www servicetitan com connect servicetitan and {{product name}} to get started, you must first create a connection between servicetitan and {{product name}} , allowing the two services to communicate obtain your oauth2 0 credentials in your servicetitan account create the connection in make obtain your oauth2 0 credentials in your servicetitan account before you create the connection in {{product name}} , you should first obtain your oauth2 0 credentials in your servicetitan account to obtain your oauth2 0 credentials navigate to integrations > api application access from the side menu click connect new app select the servicetitan application you want to connect if prompted, enter the callback uri https //www integromat com/oauth/cb/service titan select the appropriate integration environment click allow to grant access copy the client id displayed on screen copy the client secret displayed on screen copy the tenant id displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //developer servicetitan io/docs/get going manage client id and secret/ create the connection in {{product name}} https //www make com/en/register , add the servicetitan module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your servicetitan account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page servicetitan modules after connecting to the servicetitan app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a job creates a new job entry in the system create a job note adds new notes to a specific job create a task creates a new task in your selected task management application make an api call executes a custom api request to the connected service using your authorized credentials search adjustments finds specific inventory adjustments based on your criteria or displays a complete list of all inventory adjustments search customers searches for customers in your database based on specified criteria search receipts finds specific receipts based on your search criteria or displays a complete list of all receipts upload an attachment uploads a selected file as an attachment to a specific job record watch jobs triggers when a new job entry is added to your account templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} servicetitan resources you can have access to more resources related to this app on the following links https //community make com/search?q=servicetitan https //www servicetitan com https //developer servicetitan io/apis/ https //www make com/en/integrations/service titan