STEP 1
Connect AgencyZoom and ServiceTitan
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
AgencyZoom and ServiceTitan Integration
Connect AgencyZoom and ServiceTitan to automate project management workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about AgencyZoom and ServiceTitan
Detailed info you need to know about AgencyZoom and ServiceTitan integrations in WEXTL. Explore which modules apps support and how you connect them.
AgencyZoom
Sales and onboarding platform for insurance agencies, with producer leaderboards and goal tracking. [5]
ServiceTitan
Field service management software for residential and commercial trades. [6]
How to connect AgencyZoom to ServiceTitan
Set up your AgencyZoom and ServiceTitan integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected AgencyZoom and ServiceTitan nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between AgencyZoom and ServiceTitan. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between AgencyZoom and ServiceTitan work in WEXTL?
WEXTL exposes actions and triggers for AgencyZoom and ServiceTitan that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
AgencyZoom triggersServiceTitan actions
AgencyZoom modules
- Complete a TaskCompletes a task in a specified service.
- Create a Business LeadCreates a new business lead.
- Create a NoteCreates a note for a lead.
- Create a Personal LeadCreates a new personal lead.
- Create a TaskCreates a new task.
- Delete a LeadDeletes a single lead.
- Delete a TaskDeletes an existing task.
- Get a LeadRetrieves lead details.
- Get a TaskRetrieves details of a single task.
- List Lead NotesRetrieves a lead notes list for a specific lead.
- List Lead OpportunitiesRetrieves a list of opportunities for a lead.
- List Lead TasksRetrieves a list of tasks for a specific lead.
- Make an API CallPerforms an arbitrary authorized API call.
- Reopen a TaskMarks a task as active again.
- Search LeadsSearches for leads by specified criteria.
- Search TasksSearches for tasks by specified criteria.
- Update a Business LeadUpdates an existing business lead.
- Update a Personal LeadUpdates a personal lead.
- Update a TaskUpdates a single task's details.
- Watch New LeadsTriggers when a new lead is created.
- Watch New TasksTriggers when a new task is added.
- Watch Updated LeadsTriggers when a lead has an activity or is updated.
ServiceTitan modules
- Add AppointmentCreates a new appointment for a job.
- Add Customer TagAdds a tag to a customer.
- Add Location TagAdds a tag to a location.
- Add Tags to CustomersAdds tags to multiple customers.
- Assign TechniciansAssigns technicians to an appointment.
- Attach Job to ProjectAttaches a job to a project.
- Cancel JobCancels a job.
- Confirm AppointmentConfirms an appointment.
- Create Adjustment InvoiceCreates an adjustment invoice for an existing invoice.
- Create CampaignCreates a new marketing campaign.
- Create CustomerCreates a new customer.
- Create Customer ContactCreates a new contact for a customer.
- Create Customer NoteCreates a new note for a customer.
- Create EstimateCreates a new estimate.
- Create Installed EquipmentCreates a new installed equipment record.
- Create JobCreates a new job.
- Create Job NoteCreates a new note for a job.
- Create LeadCreates a new lead.
- Create Lead Follow-UpCreates a follow-up for a lead.
- Create Lead NoteCreates a new note for a lead.
- Create LocationCreates a new location.
- Create Location ContactCreates a new contact for a location.
- Create Location NoteCreates a new note for a location.
- Create MaterialCreates a new pricebook material.
- Create Membership SaleCreates a new membership sale.
- Create Non-Job AppointmentCreates a non-job appointment.
- Create ProjectCreates a new project.
- Create Project NoteCreates a new note for a project.
- Create Purchase OrderCreates a new purchase order.
- Create ServiceCreates a new pricebook service.
- Create TaskCreates a new task.
- Create TechnicianCreates a new technician.
- Create Technician ShiftCreates a technician shift.
- Delete AppointmentDeletes an appointment.
- Delete Estimate ItemDeletes an item from an estimate.
- Delete Invoice ItemDeletes a line item from an invoice.
- Delete Non-Job AppointmentDeletes a non-job appointment.
- Delete Technician ShiftDeletes a technician shift.
- Dismiss EstimateDismisses an estimate.
- Dismiss LeadDismisses a lead.
- Download Call RecordingDownloads the recording of a call.
- Get AppointmentReturns a single appointment.
- Get BookingReturns a single booking.
- Get CallReturns a single call.
- Get CampaignReturns a single marketing campaign.
- Get CapacityCalculates technician availability for a time frame.
- Get CustomerReturns a single customer.
- Get EmployeeReturns a single employee.
- Get EstimateReturns a single estimate.
- Get JobReturns a single job.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with AgencyZoom and ServiceTitan integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting AgencyZoom and ServiceTitan.
Connect your AgencyZoom and ServiceTitan accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when AgencyZoom's "Watch New Leads" fires, WEXTL can "Add Appointment" in ServiceTitan. AgencyZoom has 3 triggers (including Watch New Leads, Watch New Tasks, and Watch Updated Leads); ServiceTitan has 142 actions (including Add Appointment, Add Customer Tag, and Add Location Tag). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. AgencyZoom-to-ServiceTitan automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment AgencyZoom (or ServiceTitan) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your AgencyZoom + ServiceTitan automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the AgencyZoom and ServiceTitan integration.
- AgencyZoom and ServiceTitan integration source code, module specs and credentials implementation.
- Our AgencyZoom and ServiceTitan integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for AgencyZoom and ServiceTitan — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- AgencyZoom integration information
- ServiceTitan integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library