Take ServiceTitan beyond out-of-the-box and build a smarter, more connected tech stack
Why Integrate Beyond Native Features?
ServiceTitan is powerful—but no software can do everything for every business right out of the box.
That’s where custom integrations come in. Whether you’re trying to connect ServiceTitan to an internal dashboard, a third-party CRM, Slack, or a custom reporting tool, leveraging ServiceTitan’s API or Zapier allows you to build a fully tailored ecosystem.
In this guide, we’ll show you how tech-savvy service companies can:
Use Zapier to connect ServiceTitan to 6,000+ apps without writing code Use the ServiceTitan API for more advanced and flexible integrations Automate tasks that save time, improve reporting, and enhance the customer experience
What Is the ServiceTitan API?
The ServiceTitan API is a developer-friendly gateway that allows your internal systems or custom tools to pull or push data directly to/from your ServiceTitan account.
It supports a wide range of endpoints, including:
Customers & Jobs Invoices & Estimates Technicians & Dispatch Board Pricebook Items Timesheets, Memberships, and more
Use case: Build a custom dashboard that pulls job cost data, filters by business unit, and displays in real time.
Requirements:
- A ServiceTitan API key (available to certain plan tiers)
- Understanding of JSON, webhooks, and endpoint authentication
- Developer experience or access to a technical consultant
What Is Zapier? (And Why It’s Great for Most Teams)
Zapier is a no-code automation tool that connects your favorite apps with trigger/action logic.
Example: When a job is completed in ServiceTitan → create a row in Google Sheets
Or: When a VIP customer submits a request via your website → send a Slack alert to the service manager
You don’t need to write code—just map out logic in a visual editor. It’s great for:
- Admin teams who want automation without hiring a dev
- Connecting tools like Slack, Google Sheets, Gmail, Trello, HubSpot, etc.
- Simple workflows (e.g., notifications, reminders, backups)
Best Zapier Integrations for ServiceTitan
Here are a few popular and useful ServiceTitan + Zapier workflows for home service companies:
1. Auto-Send Slack Alerts for High-Value Jobs
Trigger: Estimate created over $10,000
Action: Post in #sales-alerts Slack channel
Why it matters: Your sales or install team can jump on high-ticket leads fast.
2. Log Completed Jobs in Google Sheets
Trigger: Job marked as completed
Action: Add row to Google Sheet with customer name, job type, invoice total
Why it matters: Creates a living job log or backup outside of ST—great for managers or owners.
3. Send Email or SMS When a Specific Job Type is Booked
Trigger: New job of type “Warranty”
Action: Send alert to parts department or create a calendar reminder
Why it matters: Helps internal teams coordinate parts, returns, or special handling for complex jobs.
4. Create Tasks in ClickUp or Trello for Open Estimates
Trigger: Estimate sent but not approved within 3 days
Action: Create a follow-up task in your PM tool
Why it matters: Prevents leads from falling through the cracks and keeps your sales pipeline clean.
When to Use Zapier vs. API
Use Zapier If…
You don’t want to write code
You need complex logic or conditions
You’re using common apps (Google, Slack, etc.)
You need fast implementation
You have a small or non-technical team
Use API if…
You have access to a developer or API consultant
You need flexibility to integrate apps
You need deep customization or data control
You need access to internal tools or databases
Tips for Getting Started
Plan the Workflow First
Use flowcharts or whiteboarding to map out triggers and actions.
Start Small
Begin with one or two high-impact automations before scaling up.
Test Rigorously
Use test jobs and accounts to confirm your workflows behave as expected.
Document Your Zaps or API Calls
So your team knows what’s happening behind the scenes. Review Regularly: Automations should evolve as your business grows—don’t “set and forget.”
Security & Best Practices
Always use secure, token-based authentication when using the API. Avoid exposing sensitive customer data via third-party tools. Set permissions correctly—only authorized users or apps should access automation tools. Monitor activity via logs or alerting tools (e.g., Zapier’s built-in task history).
Ready to Build Your Custom Stack?
ServiceTitan is just the beginning. With the right integrations, your company can:
- Automate what slows your team down
- Eliminate double-entry and manual follow-ups
- Surface better data and insights
- Scale your systems without adding headcount
Want Help Building Integrations?
Beacon Co. offers expert-built Zapier automations, API workflows, and ServiceTitan strategy for companies ready to unlock real efficiency.
