Overview

ServiceTitan is field service software for booking, dispatching and invoicing jobs.

Connect your ServiceTitan account with Referral Rock using Zapier in order to:

Approve referrals when a referred customer's job is completed, with Customer Feed
Add customers from completed jobs as members, ready to refer
Send new referrals into ServiceTitan as Bookings, with Referral Routing

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Prerequisites

ServiceTitan on The Works or Legacy package. Zapier connects through ServiceTitan's API, which those packages include.

A ServiceTitan admin to register for the Zapier integration. ServiceTitan says registration can take up to 2 business days.

A Zapier plan that allows multi-step Zaps. The Zaps below include a lookup step.

To add your Referral Rock account to Zapier, you will need Public and Private API Keys. You can create them here.

Connect ServiceTitan to Zapier

In ServiceTitan, go to Settings > Integrations > API Application Access
Select Connect New App and choose Zapier 3.0.X
Copy the Tenant ID, Client ID and Client Secret
In Zapier, add the ServiceTitan app and enter those three values when asked

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Use Zapier 3.0.X
Keys created for Zapier 2.0.X don't work with the current ServiceTitan app.

Approve Referrals from Completed Jobs

This Zap approves a referral when the referred customer's job is completed. The reward then goes out based on your program's reward rules.

Trigger: ServiceTitan, Updated Job
Filter by Zapier: continue only if the Job Status is Completed
Search: ServiceTitan, Search Customer Contacts. Use the customer ID from the job.
Action: Referral Rock, Feed Customer. Use the email address from step 3.

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Picking the email address
Search Customer Contacts returns all of a customer's contacts, phone numbers and email addresses, in no set order. Map the contact whose type is Email into Feed Customer, or add a Filter step that checks the contact type first.

When Feed Customer runs, Referral Rock looks for a referral with the same email address:

A matching referral is set to Approved in every program it appears in
Referrals that are already approved or denied stay as they are
An email that matches more than one referral is skipped
The customer can be added as a member, ready to be invited, based on your account settings

Feed Customer is safe to run more than once for the same customer. It won't create duplicates.

Reward Only After Payment

To reward only paid work, use ServiceTitan's New Payment or New Invoice trigger in step 1 instead of Updated Job, and skip the Job Status filter. Keep the Search Customer Contacts step.

If your reward is a percent of the purchase, map the invoice total into Feed Customer's purchase amount.

Send New Referrals into ServiceTitan

This Zap adds each new referral to ServiceTitan as a Booking, so your call center can reach out and book the job.

Before you start: add a booking provider tag in ServiceTitan under Settings > Integrations > Booking Providers > Add Tag. Name it "Referral Rock". The Zap uses its ID.

Trigger: Referral Rock, New Referral
Action: ServiceTitan, Create Booking
- Map the referral's name, email, phone and address
- Set the booking provider to the tag you created
- Add the referring member's name to the summary, so the CSR knows who sent them

When the job is completed, the first Zap approves the referral.

Let Technicians Refer Customers

Technicians and CSRs can be referral program recruiters. Each one gets a portal, a personal link and a QR code, and every signup is credited to them. See Set Up & Manage Recruiters.

Need Help?

An advisor can set up these Zaps with you. Contact our support team to get started.