ServiceTitan
Use customers, jobs and appointments for service businesses from ServiceTitan during the conversation and take new jobs.
What the integration does
- Recognises existing customers when the phone rings.
- Creates new service jobs with the address and a description of the damage.
- States a technician's appointment during the conversation.
How to do it today
| Goal | Today's route |
|---|---|
| Taking a job | Variables for the type of damage, address and callback number in the Context Extractor, then CRM Ticket to n8n or Make, and from there to ServiceTitan |
| Stating the appointment or status | The CRM System tool calls a workflow that looks up the job in ServiceTitan, see API call during the conversation |
To access the ServiceTitan API, you need an approved application in your ServiceTitan account.
Was this page helpful?