--- title: ServiceTitan slug: service-titan image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_service-titan.png docTags: createdAt: 2025-02-03T13:28:18.713Z --- ::::VerticalSplit{layout="left"} :::VerticalSplitItem ::Image[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/service-titan.png" size="50" width="512" height="512" position="center" darkWidth="512" darkHeight="512" showCaption="false"} ::: :::VerticalSplitItem With ServiceTitan modules in Make, you can create tasks, job notes, and jobs, upload attachments, watch jobs, search for adjustments, receipts, and customers, and make API calls. ::: :::: To use the ServiceTitan modules, you must have a ServiceTitan account. You can create an account at [id.servicetitan.com](https://id.servicetitan.com/). Refer to the [ServiceTitan API documentation](https://developer.servicetitan.io/docs/welcome/) for a list of available endpoints. Make provides two ways to connect the ServiceTitan app: - [Connect ServiceTitan with the Make app](docId:3opuJhdIBTpCLkScho2Oo) - [Connect ServiceTitan with your custom app](docId:3opuJhdIBTpCLkScho2Oo) ::::ExpandableHeading ## Connect ServiceTitan with the Make app To connect ServiceTitan with the Make app, you must: 1. [Share the tenant ID with Make](docId:3opuJhdIBTpCLkScho2Oo) 2. Customer Admin Account - [connect the app and generate client credentials](docId:3opuJhdIBTpCLkScho2Oo) 3. Make Account - [Establish the connection in Make](docId:3opuJhdIBTpCLkScho2Oo) ### Share the Tenant ID with Make :::hint{type="info"} First, you need to share your **Tenant ID** with Make through the Tally form [here](https://tally.so/r/m6p58A). Once the form will be submitted, we will add the **Tenant ID** under our **Make Application** within 24 hours. ::: ### Connect the App and Generate Client Credentials Once you fill the [Tally form](https://tally.so/r/m6p58A) and we add you to our Make Application, you can perform the following steps using your ServiceTitan Customer Administrator permissions. 1. Log in to your ServiceTitan Customer Administrator account using either the [integration log in](https://integration.servicetitan.com/) or [production log in](https://go.servicetitan.com/), depending on which environment you created the custom app in. 2. Note: Client ID and Secret values are unique to the specific app and the specific environment. They are not shared between the integration and production environments. 3. In the top right corner of the page, click the **Settings** icon. 4. In the left sidebar, click **Integrations** > **API Application Access**. 5. Click the **Connect New App** button. 6. Select the Make app and click the **Connect** button. 7. Click the **Allow Access** button. 8. Copy the **Tenant ID**, **Client ID**, and **Client Secret** and store them in a safe place. You will use these credentials to create the connection in Make. ### Establish the Connection to ServiceTitan in Make To establish the connection: 1. Log in to your Make account, add a ServiceTitan module to your scenario, and click **Create a connection**. 2. Optional: In the **Connection name** field, enter a name for the connection. 3. In the **ServiceTitan application** field, select **Make ServiceTitan** application. 4. In the **Client ID**, **Client Secret** fields, enter the values created in the [Connect the App and Generate Client Credentials](docId:3opuJhdIBTpCLkScho2Oo) section. 5. Enter the tenant ID in the **Tenant** field. 6. Click **Save**. You have successfully established the connection. You can now edit your scenario and add more ServiceTitan modules. If your connection requires reauthorization at any point, follow the connection renewal steps [here](https://www.make.com/en/help/connections/connecting-to-services.html). :::: :::ExpandableHeading ## Connect ServiceTitan with your custom app You must have a Developer account to set up the integration with Make and a ServiceTitan admin account to create client credentials. To connect ServiceTitan with your custom app, you must: 1. Developer Account - [create a custom app and obtain the application key](docId:3opuJhdIBTpCLkScho2Oo) 2. Customer Admin Account - [connect the app and generate client credentials](docId:3opuJhdIBTpCLkScho2Oo) 3. Make Account - [Establish the connection in Make](docId:3opuJhdIBTpCLkScho2Oo) ### Create a ServiceTitan Custom App and Obtain the Application Key You must have a Developer account to perform the following: 1. Log in to your [ServiceTitan Developer account](https://developer.servicetitan.io/signin/#69nwi). Select either the integration or production environment, depending on which environment your app will be used in. 2. Click the **+ New App** button. 3. Enter all **App details** for your custom app, including the **Tenant(s)** that will use the custom app and the necessary **API Scopes**. For additional details, refer to the [ServiceTitan Create an App API documentation](https://developer.servicetitan.io/docs/get-going-create-an-app/). 4. Click the **Create App** button. You will return to the **My Apps** page. 5. Next to your new app, click **Edit**. 6. Copy the **Application Key** and store it in a safe place as you will use this key to create the connection in Make. ### Connect the App and Generate Client Credentials You must have ServiceTitan Customer Administrator permissions to perform the following: 1. Log in to your ServiceTitan Customer Administrator account using either the [integration log in](https://integration.servicetitan.com/) or [production log in](https://go.servicetitan.com/), depending on which environment you created the custom app in. 2. Note: Client ID and Secret values are unique to the specific app and the specific environment. They are not shared between the integration and production environments. 3. In the top right corner of the page, click the **Settings** icon. 4. In the left sidebar, click **Integrations** > **API Application Access**. 5. Click the **Connect New App** button. 6. Select the custom app you created and click the **Connect** button. 7. Click the **Allow Access** button. 8. Copy the **Tenant ID**, **Client ID**, and **Client Secret** and store them in a safe place. You will use these credentials to create the connection in Make. ### Establish the Connection to ServiceTitan in Make To establish the connection: 1. Log in to your Make account, add a ServiceTitan module to your scenario, and click **Create a connection**. 2. Optional: In the **Connection name** field, enter a name for the connection. 3. In the **ServiceTitan application** field, select **My ServiceTitan application**. 4. In the **Client ID**, **Client Secret** fields, enter the values created in the [Connect the App and Generate Client Credentials](docId:3opuJhdIBTpCLkScho2Oo) section. 5. Enter the tenant ID in the **Tenant** field. 6. In the **Application Key** field, enter the application key of the custom app created in the Create a ServiceTitan Custom App and Obtain the Application Key section. 7. To connect to the integration environment, select **Yes** in the **Integration Environment** field. To connect to the production environment, select **No**. 8. Click **Save**. You have successfully established the connection. You can now edit your scenario and add more ServiceTitan modules. If your connection requires reauthorization at any point, follow the connection renewal steps [here](https://www.make.com/en/help/connections/connecting-to-services.html). ::: ## ServiceTitan modules After connecting to the ServiceTitan app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Create a Job Creates a new job entry in the system. ::: :::ExpandableHeading ### Create a Job Note Adds new notes to a specific job. ::: :::ExpandableHeading ### Create a Task Creates a new task in your selected task management application. ::: :::ExpandableHeading ### Make an API Call Executes a custom API request to the connected service using your authorized credentials. ::: :::ExpandableHeading ### Search Adjustments Finds specific inventory adjustments based on your criteria or displays a complete list of all inventory adjustments. ::: :::ExpandableHeading ### Search Customers Searches for customers in your database based on specified criteria. ::: :::ExpandableHeading ### Search Receipts Finds specific receipts based on your search criteria or displays a complete list of all receipts. ::: :::ExpandableHeading ### Upload an Attachment Uploads a selected file as an attachment to a specific job record. ::: :::ExpandableHeading ### Watch Jobs ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # ServiceTitan resources You can have access to more resources related to this app on the following links - [ServiceTitan topics on Make community](https://community.make.com/search?q=ServiceTitan) - [ServiceTitan website](https://www.servicetitan.com) - [ServiceTitan API documentation](https://developer.servicetitan.io/apis/) - [ServiceTitan page on make](https://www.make.com/en/integrations/service-titan) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::