ServiceTitan Integration

Field service management software for residential and commercial trades. Sync ServiceTitan tasks, statuses, and assignees with chat, CRM, and documentation tools. When Watch Completed Jobs fires, automatically continue with Download Call Recording or Get Appointment.

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Supported triggers and actions for ServiceTitan integration

Triggers can detect changes in ServiceTitan and run actions that can create, search or modify data inside ServiceTitan automatically [3] — exactly how you set them.

Watch Completed JobsTriggers when a job is completed.
Watch New AppointmentsTriggers when a new appointment is booked.
Watch New CustomersTriggers when a new customer is created.
Watch New EstimatesTriggers when a new estimate is created.
Watch New Form SubmissionsTriggers when a form is submitted.
Watch New InvoicesTriggers when a new invoice is created.
Watch New JobsTriggers when a new job is created.
Watch New LeadsTriggers when a new lead is created.
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.
Get LeadReturns a single lead.
Get LocationReturns a single location.
Get MaterialReturns a single pricebook material.
Get MembershipReturns a single membership.
Get ProjectReturns a single project.
Get Purchase OrderReturns a single purchase order.
Get ReportReturns a single report.
Get Report DataReturns the data for a report.
Get ServiceReturns a single pricebook service.
Get Service AgreementReturns a single service agreement.
Get TaskReturns a single task.
Get TechnicianReturns a single technician.
List Appointment AssignmentsRetrieves a list of appointment assignments.
List AppointmentsRetrieves a list of appointments.
List BookingsRetrieves a list of bookings.
List Business UnitsRetrieves a list of business units.
List CallsRetrieves a list of calls.
List CampaignsRetrieves a list of marketing campaigns.
List Customer ContactsRetrieves a list of contacts for a customer.
List Customer NotesRetrieves a list of notes for a customer.
List CustomersRetrieves a list of customers.
List EmployeesRetrieves a list of employees.
List EquipmentRetrieves a list of pricebook equipment.
List EstimatesRetrieves a list of estimates.
List FormsRetrieves a list of forms.
List Form SubmissionsRetrieves a list of form submissions.
List Installed EquipmentRetrieves a list of installed equipment.
List InvoicesRetrieves a list of invoices.
List Job HistoryRetrieves a list of history entries for a job.
List Job NotesRetrieves a list of notes for a job.
List JobsRetrieves a list of jobs.
List Job TypesRetrieves a list of job types.
List Journal EntriesRetrieves a list of journal entries.
List LeadsRetrieves a list of leads.
List Location ContactsRetrieves a list of contacts for a location.
List Location NotesRetrieves a list of notes for a location.
List LocationsRetrieves a list of locations.
List MaterialsRetrieves a list of pricebook materials.
List MembershipsRetrieves a list of memberships.
List Non-Job AppointmentsRetrieves a list of non-job appointments.
List PaymentsRetrieves a paginated list of payments.
List Payment TypesRetrieves a list of payment types.
List Project NotesRetrieves a list of notes for a project.
List ProjectsRetrieves a list of projects.
List Purchase OrdersRetrieves a list of purchase orders.
List Recurring Service EventsRetrieves a list of recurring service events.
List Recurring ServicesRetrieves a list of recurring services.
List Report CategoriesRetrieves a list of report categories.
List ReportsRetrieves a list of reports in a category.
List Service AgreementsRetrieves a list of service agreements.
List ServicesRetrieves a list of pricebook services.
List Tag TypesRetrieves a list of tag types.
List TasksRetrieves a list of tasks.
List Tax ZonesRetrieves a list of tax zones and their rates.
List TechniciansRetrieves a list of technicians.
List Technician ShiftsRetrieves a list of technician shifts.
List VendorsRetrieves a list of vendors.
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.
Make an API CallPerforms an arbitrary authorized API call.
Mark Invoices as ExportedMarks one or more invoices as exported to another system.
Remove Appointment ConfirmationRemoves the confirmation from an appointment.
Remove Customer ContactDeletes a contact from a customer.
Remove Customer TagRemoves a tag from a customer.
Remove Job from ProjectRemoves a job from a project.
Remove Location TagRemoves a tag from a location.
Remove Tags from CustomersRemoves tags from multiple customers.
Reschedule AppointmentReschedules an appointment.
Restore Canceled JobRestores a canceled job.
Sell EstimateMarks an estimate as sold.
Unassign TechniciansUnassigns technicians from an appointment.
Unsell EstimateReverts a sold estimate.
Update Appointment Special InstructionsUpdates the special instructions for an appointment.
Update CallUpdates an existing call.
Update CustomerUpdates an existing customer.
Update Customer ContactUpdates an existing customer contact.
Update EstimateUpdates an existing estimate.
Update Estimate ItemsUpdates an item on an estimate.
Update Installed EquipmentUpdates an existing installed equipment record.
Update InvoiceUpdates an existing invoice.
Update Invoice ItemsAdds or updates one line item on an existing invoice.
Update JobUpdates an existing job.
Update LeadUpdates an existing lead.
Update LocationUpdates an existing location.
Update MaterialUpdates an existing pricebook material.
Update MembershipUpdates an existing membership.
Update PaymentUpdates an existing payment.
Update Payment StatusUpdates the status of one or more payments.
Update ProjectUpdates an existing project.
Update Purchase OrderUpdates an existing purchase order.
Update ServiceUpdates an existing pricebook service.
Update TechnicianUpdates an existing technician.
Update Technician ShiftUpdates a technician shift.
Upload Job AttachmentUploads an attachment to a job.

How to integrate ServiceTitan in automation workflow?

3 simple steps to make your ServiceTitan connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select ServiceTitan in workflow

Pick ServiceTitan app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect ServiceTitan

When prompted, authorize access to ServiceTitan in WEXTL once. ServiceTitan credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your ServiceTitan account. Approve?

STEP 3

Build a workflow

Build your workflow with ServiceTitan yourself or with WEXTL® AI Builder. Connect ServiceTitan to any available integrations [5], or use HTTP node to go beyond them.

ServiceTitan

How ServiceTitan connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever ServiceTitan app is called in workflows. That allows your project management automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that ServiceTitan supports.

Full ServiceTitan API documentation

The following table illustrates what fields ServiceTitan integration require during authorization flow inside our workflow builder [4].

Demonstration of ServiceTitan connection step inside WEXTL Workflow Builder [4].

Field	Type	Help
EnvironmentRequired	select	Use Integration only for a ServiceTitan sandbox account.
Tenant IDRequired	text	Your tenant ID. Your admin can find it next to the connected app under API Application Access.
Client IDRequired	text	Generated when your admin connects the app under Settings → Integrations → API Application Access.
Client SecretRequired	password	Shown once when your admin connects the app. It works only for this tenant and environment.

Connect ServiceTitan to popular apps on WEXTL

Enter a name of the other app you want to sync with ServiceTitan below. Click on selected app to explore integration options with ServiceTitan. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with ServiceTitan integration

Select Watch Completed Jobs trigger from ServiceTitan - this will be a starting point in your automation. Whenever event happens in ServiceTitan, workflow will start [7] from Watch Completed Jobs node.

Search for Create Job, connect it as the next step of integration sequence. You can use filters between Watch Completed Jobs and Create Job, so only important data pass from Watch Completed Jobs to the next step. WEXTL gives you full control over the process of ServiceTitan automation. All parts of workflow are visible on the canvas [4].

ServiceTitan on WEXTL has 150 modules for building project management automations. Explore ServiceTitan documentation for more.

ServiceTitan

Watch Completed Jobs

BigChange

Performs action

BigChange

Triggers

ServiceTitan

Create Job

Demonstration of how visual ServiceTitan automation [6] looks in WEXTL.

Frequently asked questions

Common questions about automating ServiceTitan in your workflows.

ServiceTitan has 8 triggers, including "Watch Completed Jobs", "Watch New Appointments", and "Watch New Customers", and more. Triggers are start points of the workflow, and automations may start from them.

Integration has 142 actions, including "Download Call Recording", "Get Appointment", and "Get Booking", and more. Refer to our ServiceTitan Documentation for detailed inputs and outputs.

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

The ServiceTitan integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by ServiceTitan official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where ServiceTitan provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever ServiceTitan or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for ServiceTitan inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with ServiceTitan modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

List of sources used to gather information about the ServiceTitan integration.

ServiceTitan integration source code, module specs and credentials implementation.
Internal ServiceTitan integration documentation, structured input and output parameters, scopes, and authentication methods.
Official ServiceTitan vendor API documentation — 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.
WEXTL® Apps Library
WEXTL® ServiceTitan App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

ServiceTitan Integration

Supported triggers and actions for ServiceTitan integration