WooSender

Before starting, ensure you have the following:

A ServiceTitan account with API access

API credentials for both ServiceTitan and WooSender

- A ServiceTitan account with API access
- A WooSender account
- A Zapier account
- API credentials for both ServiceTitan and WooSender

Click on "Create Zap" in the dashboard.

1. Log in to your Zapier account.
2. Click on "Create Zap" in the dashboard.

Step 2: Set Up the Trigger (ServiceTitan)

In the Trigger step, search for ServiceTitan.

Select the event New Job Created, New Customer, or any other relevant trigger.

Click Continue and connect your ServiceTitan account.

Enter the required API credentials to authorize the connection.

Select the data you want to capture (e.g., customer name, phone number, job details).

Click Test Trigger to ensure Zapier can fetch sample data from ServiceTitan.

1. In the Trigger step, search for ServiceTitan.
2. Select the event New Job Created, New Customer, or any other relevant trigger.
3. Click Continue and connect your ServiceTitan account.
4. Enter the required API credentials to authorize the connection.
5. Select the data you want to capture (e.g., customer name, phone number, job details).
6. Click Test Trigger to ensure Zapier can fetch sample data from ServiceTitan.
7. Click Continue to proceed.

Step 3: Set Up the Action (WooSender)

In the Action step, search for WooSender.

Select Create Contact, Add Lead, or another relevant action.

Click Continue and connect your WooSender account.

Enter the API key or log in to authorize Zapier.

Map the fields from ServiceTitan to WooSender, ensuring that details like name, email, phone number, and job details are transferred correctly.

Click Test Action to verify the integration.

Click Continue once the test is successful.

1. In the Action step, search for WooSender.
2. Select Create Contact, Add Lead, or another relevant action.
3. Click Continue and connect your WooSender account.
4. Enter the API key or log in to authorize Zapier.
5. Map the fields from ServiceTitan to WooSender, ensuring that details like name, email, phone number, and job details are transferred correctly.
6. Click Test Action to verify the integration.
7. Click Continue once the test is successful.

Give your Zap a meaningful name (e.g., "ServiceTitan to WooSender Lead Sync").

Click Turn on Zap to activate the automation.

1. Give your Zap a meaningful name (e.g., "ServiceTitan to WooSender Lead Sync").
2. Click Turn on Zap to activate the automation.

Check your WooSender account to verify that new contacts are syncing correctly.

Use Zapier's Task History to troubleshoot any errors.

Adjust field mappings or add additional actions if needed (e.g., sending automated SMS or emails via WooSender).

1. Check your WooSender account to verify that new contacts are syncing correctly.
2. Use Zapier's Task History to troubleshoot any errors.
3. Adjust field mappings or add additional actions if needed (e.g., sending automated SMS or emails via WooSender).

By integrating ServiceTitan with WooSender using Zapier, you can streamline your customer interactions and follow-up processes. If you experience any issues, check your API credentials, field mappings, or Zapier task history for troubleshooting.

Integrating ServiceTitan with WooSender using Zapier allows you to automate lead management, appointment scheduling, and follow-up processes seamlessly. This guide will walk you through the step-by-step process to set up the integration.

Prerequisites

Step 1: Create a New Zap

Step 2: Set Up the Trigger (ServiceTitan)

Step 3: Set Up the Action (WooSender)

Step 4: Activate the Zap

Step 5: Monitor and Optimize

Conclusion