ServiceTitan Make integrationAutomate ServiceTitan with Make.
What if every new ServiceTitan job set off the paperwork around it on its own? The ServiceTitan Make integration gives you 13 modules: one trigger, actions and searches. This guide walks field service teams through access, connection and a first working scenario.
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What can the ServiceTitan Make integration automate?
The ServiceTitan Make integration links your ServiceTitan account to Make so that jobs, notes, tasks, attachments and lookups run without copy and paste. You build a scenario, the automation itself, out of modules, each one a single brick such as a trigger, an action or a search.
A follow-up task for every new job. Watch Jobs spots jobs created in ServiceTitan, and Create a Task opens the matching to-do so nobody forgets the callback or the parts order.
Paperwork filed where the technician looks. When a signed form or a photo lands in another tool, Upload an Attachment pins it to the right job, and Create a Job Note adds the context in plain words.
Jobs born from outside requests. A web form or a spreadsheet row can feed Search Customers to find the client, then Create a Job books the work without anyone retyping the address.
Two limits to know up front. Watch Jobs is scheduled, so Make checks for new jobs on the scenario's schedule rather than hearing about them the moment they appear. And access is not instant: ServiceTitan must first add your Tenant ID to Make's application. If something stalls later, the Make troubleshooting guide covers the usual suspects, and the Make training goes deeper on scenario design.
Weighing another tool? The n8n vs Make comparison lays out the criteria side by side.
How do you connect ServiceTitan to Make?
- 01
Share your Tenant ID first
Before Make can talk to your account, send your ServiceTitan Tenant ID through the Tally form linked in the Make documentation. Make then adds it to its ServiceTitan application, within 24 hours according to the doc.
- 02
Prepare your credentials
Once your tenant is added, use an account with ServiceTitan Customer Administrator permissions to create the client credentials Make will use. Connecting through your own custom app also requires a Developer account.
- 03
Create the connection in Make
Add any ServiceTitan module to a scenario and click Create a connection. Name it if you like, enter the credentials from the previous step, then click Save. Every ServiceTitan module reuses this connection.
Your first scenario: a task for each new ServiceTitan job
GoalWhen a job is created in ServiceTitan, Make opens a follow-up task for it.
- 01
Create the scenario
On the Scenarios page, create a new scenario and click the big +. Search for ServiceTitan and pick Watch Jobs, then select the connection you set up earlier.
- 02
Set up the trigger
Fill in the fields of Watch Jobs. Once the connection works, Make lists what it can read in your account, so you pick from menus instead of typing identifiers by hand.
- 03
Add the task
Click the + to the right of Watch Jobs and add Create a Task. Map data from the job into the task, so each task points back to the work that created it.
- 04
Test with Run once
Create a test job in ServiceTitan, then click Run once. Open the bubble above each module to read the bundle it received, one bundle per job, and check that the task looks right.
- 05
Schedule and switch it on
Click the clock on Watch Jobs to set the schedule, every 15 minutes by default and never below 15 minutes on the Free plan. Then turn the scenario on so it keeps running without you.
What starts a ServiceTitan scenario
1 module starts a scenario when something happens in ServiceTitan. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by ServiceTitan as soon as it happens.
Watch Jobs
Scheduled triggerIn Make“Triggers when a new job is created.”
Watch Jobs gives your scenario a starting point each time a new job is created in ServiceTitan. Every new job arrives as its own bundle, one item passed to the next module, ready to feed a task, a note or a message in another app.
Every ServiceTitan module in Make
ServiceTitan gives you 12 modules in 2 groups. For each one: what it does for you, when to reach for it, and what to watch out for.
You can have access to more resources related to this app on the following links
4 modulesServiceTitan topics on Make community
ActionIn the docs onlyThis entry points you to community threads about ServiceTitan on Make, where other builders share questions and fixes. The doc lists it among resource links, with no description, rather than as a brick you configure.
ServiceTitan website
ActionIn the docs onlyHere you reach the ServiceTitan site itself, handy for account questions that have nothing to do with Make. The documentation files it under links to further resources and gives it no description of its own.
ServiceTitan API documentation
ActionIn the docs onlyThis link opens the ServiceTitan API reference, the list of endpoints you can call. It pairs naturally with Make an API Call, since the reference tells you which request to send.
ServiceTitan page on make
ActionIn the docs onlyThink of this as the ServiceTitan hub on the Make website, the place to see the app's modules in one list. The doc groups it with the other resource links and describes nothing further about it.
Other modules
8 modulesCreate a Job
ActionIn Make“Creates a job.”
Create a Job books new work in ServiceTitan from data that starts somewhere else, so your office stops retyping requests. The job appears in your account as soon as the module runs.
Create a Job Note
ActionIn Make“Creates job notes.”
With Create a Job Note, extra context lands directly on an existing job, where technicians and dispatchers already look. It keeps comments from other tools out of scattered emails.
Create a Task
ActionIn Make“Creates a task in task management.”
Create a Task adds a to-do in task management, so follow-ups live next to the rest of the work instead of on sticky notes. Each run creates one task.
Make an API Call
ActionIn Make“Performs an arbitrary authorized API call.”
Make an API Call lets you reach any endpoint of the ServiceTitan API with the connection you already have. It covers everything the ready-made modules leave out.
Upload an Attachment
ActionIn Make“Uploads an attachment to the specified job.”
Upload an Attachment pins a file to a specific job, so photos, signed forms and quotes sit with the work they belong to. The file comes from an earlier module, such as a mailbox or cloud storage.
Search Adjustments
SearchIn Make“Searches for inventory adjustments or lists them all.”
Search Adjustments pulls inventory adjustments out of ServiceTitan, either the ones matching your criteria or the full list. That gives you stock corrections in a form you can send to a sheet or a report.
Search Customers
SearchIn Make“Searches for customers.”
Search Customers finds clients in your ServiceTitan database, so later modules work on the right record instead of creating duplicates. It is the lookup that usually comes before a job or a note.
Search Receipts
SearchIn Make“Searches for receipts or lists them all.”
Search Receipts brings receipts from ServiceTitan into your scenario, filtered by your criteria or all at once. Accounting gets the data without exporting anything by hand.
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