To connect ServiceTitan with the Make app, you must:

Once you fill the Tally form and we add you to our Make Application, you can perform the following steps using your ServiceTitan Customer Administrator permissions.

You will use these credentials to create the connection in Make.

To establish the connection:

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.

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:

You must have a Developer account to perform the following:

You must have ServiceTitan Customer Administrator permissions to perform the following:

You will use these credentials to create the connection in Make.

To establish the connection:

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.

Creates a new job entry in the system.

Adds new notes to a specific job.

Creates a new task in your selected task management application.

Executes a custom API request to the connected service using your authorized credentials.

Finds specific inventory adjustments based on your criteria or displays a complete list of all inventory adjustments.

Searches for customers in your database based on specified criteria.

Finds specific receipts based on your search criteria or displays a complete list of all receipts.

Uploads a selected file as an attachment to a specific job record.