Lead intake to ServiceTitan customer
Send a qualified service request into the ServiceTitan customer and lead path.
Possible result
ServiceTitan receives a qualified lead with enough context for dispatch.
Service operationsA workflow to discuss
Connect qualified calls and leads to a governed service-business operations platform.
Best for larger HVAC, plumbing, and electrical operators.
Example workflows
These are possible workflows to review for your account. Listing an app here does not mean a ready connector supports every action.
Send a qualified service request into the ServiceTitan customer and lead path.
Possible result
ServiceTitan receives a qualified lead with enough context for dispatch.
Keep customers informed as a ServiceTitan appointment or job changes state.
Possible result
Dispatch state and customer communication move together.
Provider names and logos belong to their respective owners. These are example workflows; the actions we build for you depend on your account access and agreed setup.
Before you configure a workflow
Connections
Review access, read and write actions, delivery, and final status before calling a workflow connected.
Getting started
Choose between a voice workflow around your existing tools and a broader website, booking, and operations setup.
Data and trust
Prepare a practical data map for voice, messages, demos, providers, and staff access before production use.