ServiceTitan

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 https //id servicetitan com/ refer to the https //developer servicetitan io/docs/welcome/ for a list of available endpoints make provides two ways to connect the servicetitan app docid 3opujhdibtpclkscho2oo docid 3opujhdibtpclkscho2oo connect servicetitan with the app to connect servicetitan with the make app, you must docid 3opujhdibtpclkscho2oo customer admin account docid 3opujhdibtpclkscho2oo make account docid 3opujhdibtpclkscho2oo share the tenant id with make first, you need to share your tenant id with make through the tally form 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 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 log in to your servicetitan customer administrator account using either the https //integration servicetitan com/ or https //go servicetitan com/ , depending on which environment you created the custom app in 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 in the top right corner of the page, click the settings icon in the left sidebar, click integrations > api application access click the connect new app button select the make app and click the connect button click the allow access button 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 establish the connection to servicetitan in make to establish the connection log in to your make account, add a servicetitan module to your scenario, and click create a connection optional in the connection name field, enter a name for the connection in the servicetitan application field, select make servicetitan application in the client id , client secret fields, enter the values created in the docid 3opujhdibtpclkscho2oo section enter the tenant id in the tenant field 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 https //www make com/en/help/connections/connecting to services html 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 developer account docid 3opujhdibtpclkscho2oo customer admin account docid 3opujhdibtpclkscho2oo make account docid 3opujhdibtpclkscho2oo create a servicetitan custom app and obtain the application key you must have a developer account to perform the following log in to your https //developer servicetitan io/signin/#69nwi select either the integration or production environment, depending on which environment your app will be used in click the + new app button 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 https //developer servicetitan io/docs/get going create an app/ click the create app button you will return to the my apps page next to your new app, click edit 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 log in to your servicetitan customer administrator account using either the https //integration servicetitan com/ or https //go servicetitan com/ , depending on which environment you created the custom app in 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 in the top right corner of the page, click the settings icon in the left sidebar, click integrations > api application access click the connect new app button select the custom app you created and click the connect button click the allow access button 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 log in to your make account, add a servicetitan module to your scenario, and click create a connection optional in the connection name field, enter a name for the connection in the servicetitan application field, select my servicetitan application in the client id , client secret fields, enter the values created in the docid 3opujhdibtpclkscho2oo section enter the tenant id in the tenant field 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 to connect to the integration environment, select yes in the integration environment field to connect to the production environment, select no 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 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 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 templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created 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