ServiceTitan integration with Filter by Nekton
How to Send follow-up sequences from SendJim for new jobs in ServiceTitan
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Send follow-up sequences from SendJim for new jobs in ServiceTitan" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate ServiceTitan integrations
ServiceTitan actions
Nekton can use any feature that is available in ServiceTitan API.
Using our advanced AI, you can easily create custom automations for ServiceTitan.
Here are some typical actions you can do in your automated workflows.
Apply Tag Types
Apply Tag Types to customer
Create Booking
Creates a new booking
Create Customer Contact
Adds a contact to an existing customer
Create Job
Creates a new job
Create Job Note
Creates a new note in a job
Create Lead Attribution Booking
Creates a new lead attribution booking
About ServiceTitan
ServiceTitan is a mobile, cloud-based software platform that helps home services companies streamline operations, improve customer service, and increase sales.