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ServiceTitan

With ServiceTitan modules in Make, you can create tasks, job notes, and jobs, upload attachments, watch jobs, search for adjustments, receipts, and customers, and make API calls.

To get started with ServiceTitan, refer to the ServiceTitan Getting Access API documentation. You must have a Developer account to set up the integration with Make and a ServiceTitan admin account to create client credentials.

Refer to the ServiceTitan API documentation for a list of available endpoints.

Connect ServiceTitan with Make

To connect your ServiceTitan account to Make, you must do the following:

Create a ServiceTitan Custom App and Obtain the Application Key

You must have a Developer account to perform the following:

  1. Log in to your ServiceTitan Developer account. Select either the integration or production environment, depending on which environment your app will be used in.

  2. Click the + New App button.

  3. Enter all App details for your custom app, including the Tenant(s) that will use the custom app and the necessary API Scopes. For additional details, refer to the ServiceTitan Create an App API documentation.

  4. Click the Create App button. You will return to the My Apps page.

  5. Next to your new app, click Edit.

  6. Copy the Application Key and store it in a safe place as you will use this key to create the connection in Make.

Connect the ServiceTitan App and Generate Client ID and Secret Values

You must have ServiceTitan Customer Administrator permissions to perform the following:

  1. Log in to your ServiceTitan Customer Administrator account using either the integration log in or production log in, depending on which environment you created the custom app in.

    Note: Client ID and Secret values are unique to the specific app and the specific environment. They are not shared between the integration and production environments.

  2. In the top right corner of the page, click the Settings icon.

  3. In the left sidebar, click Integrations > API Application Access.

  4. Click the Connect New App button.

  5. Select the custom app you created and click the Connect button.

  6. Click the Allow Access button.

  7. Copy the Tenant ID, Client ID, and Client Secret and store them in a safe place. You will use these credentials to create the connection in Make.

Establish the Connection to ServiceTitan in Make

To establish the connection:

  1. Log in to your Make account, add a ServiceTitan module to your scenario, and click Create a connection.

  2. Optional: In the Connection name field, enter a name for the connection.

  3. In the Client ID and Client Secret fields, enter the values created in the Connect the ServiceTitan App and Generate Client ID and Secret Values section.

  4. Enter the tenant ID in the Tenant field.

  5. In the Application Key field, enter the application key of the custom app created in the Create a ServiceTitan Custom App and Obtain the Application Key section.

  6. To connect to the integration environment, select Yes in the Integration Environment field. To connect to the production environment, select No.

  7. Click Save.

Build ServiceTitan Scenarios

After connecting the app, you can perform the following actions:

Triggers

  • Watch Jobs

Actions

  • Create a Task

  • Create a Job Note

  • Create a Job

  • Upload an Attachment

Searches

  • Search Adjustments

  • Search Receipts

  • Search Customers

Other

  • Make an API Call

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