Integrate ServiceTitan with Retently

Trigger NPS/CSAT surveys after service appointments or project completions, sync customer profiles and service history with Retently, and use feedback scores to improve service quality and customer satisfaction strategies.

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About ServiceTitan

ServiceTitan is a cloud-based platform designed for home services companies to manage operations, track projects, and facilitate customer interactions.

ServiceTitan to Retently

New Project

Triggers when there is a new project.

New Booking

Triggers when there is a new booking for a booking provider.

New Customer

Triggers when there is a new customer.

New Estimate

Triggers when there is a new estimate.

New Invoice

Triggers when there is a new invoice.

New Job

Triggers when there is a new job.

New Lead

Triggers when there is a new lead.

New Non Job

Triggers when there is a new non-job.

New Purchase Order

Triggers when a new purchase order is created.

Updated Estimate

Triggers when an estimate is updated.

New Appointment

Triggers when there is a new appointment.

New Business Unit

Triggers when there is a new business unit.

New Employee

Triggers when there is a new employee.

New Form Submissions

Triggers when there is a new form submission.

New Job or Project Note

Triggers when there is a new job or project note.

New Lead Notes

Triggers when there is a new note on a lead.

New Location

Triggers when there is a new location.

New Payment

Triggers when there is a new payment.

New Technician

Triggers when there is a new technician.

Retently to ServiceTitan

Assign Technicians

Assigns technicians to an existing appointment.

Create Appointment

Adds a new appointment to an existing job.

Create Booking

Creates a new booking.

Create Customer Contact

Adds a contact to an existing customer.

Create Employee

Creates a new employee.

Create Installed Equipment

Creates a new installed equipment.

Create Job

Creates a new job.

Create Job or Project Note

Creates a new note in a job or project.

Create Lead Attribution Booking

Creates a new lead attribution booking.

Create Lead Attribution Form

Creates a new lead attribution form.

Create Lead Form

Creates a lead without a customer or location.

Create Location

Creates a new location.

Create Non Job Appointments

Creates a new non-job appointment.

Create Project

Creates a new project.

Create Sub Task

Creates a new subtask.

Create Technician

Creates a new technician.

Dismiss Lead

Dismisses a lead by id.

Remove Hold Appointment

Removes hold from the appointment.

Unassign Technicians

Unassigns the list of technicians from the appointment.

Update Employee

Updates an existing employee.

Update Estimate Items

Updates the items in an estimate by id.

Update Invoice

Updates an invoice by id.

Update Job

Updates a job by id.

Update Location

Updates a location.

Update Purchase Order

Updates an existing purchase order.

Technician Account Actions

Performs standard actions with the account.

Search Appointment Assignments

Gets a list of appointment assignments.

Search Booking Providers

Searches booking providers.

Search Campaigns

Searches campaigns.

Search Customer Contacts

Searches customer contacts.

Search Discount and Fees

Get data on all discounts or fees in the pricebook.

Search Equipments

Get data on all equipment in the pricebook.

Search Installed Equipments

Searches an installed equipment by id or location.

Search Jobs

Searches jobs.

Search Leads

Searches leads.

Search Location Contacts

Searches location contacts.

Search Projects

Searches projects.

Search Services

Get data on all services in the pricebook.

Search Technician

Searches a technician.

Apply Tag to Customer

Applies tag types to customer.

Attach Job

Attaches job to the specified project.

Create Booking Contact

Adds a contact to an existing booking.

Create Customer

Creates a new customer.

Create Customer Note

Creates a new customer note.

Create Estimate

Creates a new estimate.

Create Invoice Adjustment

Creates a new invoice adjustment.

Create Job Attachments

Adds attachments to a job.

Create Lead

Creates a lead with an existing customer or location.

Create Lead Attribution Call

Creates a new lead attribution call.

Create Lead Follow Up

Creates a lead follow-up.

Create Lead Note

Creates a new note in a lead.

Create Location Contact

Adds a contact to an existing location.

Create Payroll Adjustments

Creates new payroll adjustments.

Create Purchase Order

Creates a new purchase order.

Create Task

Creates a new task.

Detach Job

Detaches job from the project.

Hold Appointment

Puts the appointment on hold.

Reschedule Appointment

Reschedules an appointment.

Update Customer

Updates an existing customer.

Employee Account Actions

Performs standard actions with the account.

Update Installed Equipments

Updates an existing installed equipment.

Update Invoice Items

Updates the items in an invoice by id.

Update Lead

Updates a lead by id.

Update Project

Updates a project by id.

Update Technician

Updates an existing technician.

API Request (Beta)

Makes a raw HTTP request that includes this integration's authentication.

Search Appointments

Searches appointments.

Search Business Unit

Searches business units.

Search Categories

Gets the categories in your pricebook.

Search Customers

Searches for customers that match a query.

Search Employee

Searches an employee.

Search Estimates

Searches estimates.

Search Invoices

Searches invoices.

Search Job Types

Searches job types.

Search Location

Searches a location.

Search Materials

Gets details on materials in the pricebook.

Search Purchase Order

Searches a purchase order.

Search Tag Types

Searches tag types.

Search Vendors

Searches vendors.

16 Proven Tactics to Increase Your Customer Lifetime Value (CLV)

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