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Set up your first integration

Quickly connect CallRail to ServiceTitan with a Zapier template.

Our most popular template

Create lead attributions in ServiceTitan for new CallRail calls
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CallRail + Formatter by Zapier + ServiceTitan
Create new ServiceTitan bookings when forms are captured in CallRail
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CallRail + ServiceTitan

Create lead attributions in ServiceTitan for new CallRail calls

CallRail + Formatter by Zapier + ServiceTitan

Create new ServiceTitan bookings when forms are captured in CallRail

CallRail + ServiceTitan

How Zapier works

Zapier makes it easy to integrate CallRail with ServiceTitan - no code necessary. See how you can get setup in minutes.

Select a trigger from CallRail

A trigger is an event that starts your Zap and runs the workflow. For example, with CallRail, a trigger could be "Phone Call Completed."

A trigger is the event that kicks off your automated workflow.

Setup an action from ServiceTitan

An action is what takes place after the automation is triggered. For example, with ServiceTitan, the action could be "Apply Tag to Customer."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected CallRail to ServiceTitan

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your CallRail to ServiceTitan integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect CallRail and ServiceTitan to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Account
  Required
- Companies
  Required
Trigger
Instant
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- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Accounts
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It

- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Accounts
  Required
Trigger
Instant
Try It

- Appointments IDs (maximum 50)
- Job Id
- Project Id
- Appointment Number
- Project Status
- Technician Id
- Customer
- Starts On Or After
- Starts Before
- Modified Before
- Modified On Or After
- Created on or after
- Created before
Trigger
Scheduled
Try It
- Active
- Modified On Or After
- Modified Before
Trigger
Scheduled
Try It
- Employee Ids (maximum 50)
- Name
- Active
- Created before
- Created on or after
- Modified Before
- Modified On Or After
Trigger
Scheduled
Try It
- Form IDs (maximum 50)
- Active
- Project Status
- Submitted On Or After
- Submitted Before
- Owner Type
Trigger
Scheduled
Try It
- Job or Project Notes
Trigger
Scheduled
Try It
- Lead
  Required
- Include Total
Trigger
Scheduled
Try It
- Locations IDs (maximum 50)
- Customer
- City
- State
- Zip
- Active
- Modified Before
- Modified On Or After
- Tag Types
Trigger
Scheduled
Try It
- Applied to invoices
- Applied to reference number
- Invoice Status
- Business unit ids
- Transaction type
- Customer
- Total greater
- Total less
- Modified Before
- Modified On Or After
- Created before
- Created on or after
Trigger
Scheduled
Try It
- Technician Ids (maximum 50)
- Name
- Active
- Created before
- Created on or after
- Modified Before
- Modified On Or After
Trigger
Scheduled
Try It
- Customers IDs (maximum 50)
- Tag Types
Action
Write
- Project Id
- Job Id
Action
Write
- Booking Provider
  Required
- Booking
  Required
- Type
  Required
- Value
  Required
- Memo
Action
Write
- Name
- Type
  Required
- Do Not Mail
- Do Not Service
- Name
  Required
- Street
  Required
- Unit
- City
  Required
- State
  Required
- Zip
  Required
- Country
  Required
- Latitude
- Longitude
- Street
- Unit
- City
- State
- Zip
- Country
- Latitude
- Longitude
- Type
- Value
- Memo
- Type
- Value
- Memo
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
- Tag Types
Action
Write
- Customer
- Text content of customer note
  Required
- Pin to top
- Add to locations
Action
Write
- Name
- Summary
  Required
- Tax
- Project Status
- Sold by
- Job Id
- Name
- Url
- Project Id
- Location
Action
Write
- Adjustment to Invoice
  Required
- Appointment Number
- Type
- Invoiced On
- Sub total
- Tax
- Summary
  Required
- Royalty Status
- Royalty Date
- Royalty Sent on
- Royalty Memo
- Review Status
- Export
- Assigned To
Action
Write
- Job Id
  Required
- Filename
  Required
- File url
  Required
Action
Write
- Customer
- Location
- Campaign
- Business Unit
- Job Type
- Summary
  Required
- Tag Types
- Priority
- Call Reason Id
- Follow Up Date
Action
Write
- Landing Page Url
  Required
- Referrer Url
  Required
- Google Click Identifier
- Facebook Click Identifier
- Microsoft Click ID
- UTM source
- UTM medium
- UTM campaign
- UTM ad group
- UTM term
- UTM content
- Google Analytics id
- Customer Phone Number
  Required
- Forwarding Phone Number
  Required
- Tracking Phone Number
  Required
- Call Started On
  Required
Action
Write
- Lead
  Required
- Follow Up Date
- Text content of customer note
  Required
- Pin to top
Action
Write
- Lead
  Required
- Text content of customer note
  Required
- Pin to top
Action
Write
- Location
- Type
  Required
- Value
  Required
- Memo
Action
Write
- Employee Type
  Required
- Employee Id
  Required
- Posted On
  Required
- Amount
- Memo
- Activity Code Id
- Invoice Id
- Hours
- Rate
Action
Write
- Id of the vendor for this PO
  Required
- Type
- Business Unit
- Id of the inventory location for this PO
  Required
- Job Id
- Technician Id
- Project Id
- Street
- Unit
- City
- State
- Zip
- Country
- Vendor invoice number
- Vendor invoice number
  Required
- Memo
- PO date
  Required
- PO required on date
  Required
- Tax
- Shipping cost
  Required
Action
Write
- Reported To
  Required
- Assigned To
- Is Closed
  Required
- Name
- Business Unit
- Employee Task Type
  Required
- Employee Task Source
  Required
- Employee Task Resolution
  Required
- Reported date
  Required
- Due date
  Required
- Involved Employee Id List
- Customer
- Job Id
- Project Id
- Description
- Priority
Action
Write
- Job Id
Action
Write
- Appointment Id
  Required
- Reason
  Required
- Memo
Action
Write
- Appointment Id
  Required
- Start date/time
  Required
- End date/time
  Required
- Arrival window start date/time
- Arrival window end date/time
Action
Write
- Customer
- Name
- Type
  Required
- Do Not Mail
- Do Not Service
- Street
- Unit
- City
- State
- Zip
- Country
- Latitude
- Longitude
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
- Active
- Tag Types
Action
Write
- Employee Id
  Required
- Action name
  Required
Action
Write
- Installed Equipments Id
- Name
- Installed On
- Serial Number
- Memo
- Manufacturer
- Model
- Cost
- Manufacturer Warranty Start
- Manufacturer Warranty End
- Service Provider Warranty Start
- Service Provider Warranty End
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
- Alias
- File Name
- Type
- Alias
- File Name
- Type
- Alias
- File Name
- Type
- Tag Types
Action
Write
- Invoice Id
- Item type
Action
Write
- Lead
  Required
- Campaign
- Priority
- Business Unit
- Job Type
Action
Write
- Project Id
- Name
- Summary
  Required
- Status Id
- Sub Status Id
- Start Date
- Target Completion Date
- Actual Completion Date
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
Action
Write
- Technician Id
- Name
- Office phone
- Email
  Required
- Login (Username)
- Business Unit
- User role Id
  Required
- List of company positions
  Required
- Azure Active Directory User Id
- License type
  Required
- Team name
- Daily revenue goal
- Burden rate (hourly)
- Biography
- Memo
- Upcoming appointment visibility
- Appointment history visibility
- Street
- Unit
- City
- State
- Zip
- Country
- Latitude
- Longitude
Action
Write
- HTTP Method
  Required
- Url
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Appointments IDs (maximum 50)
- Job Id
- Project Id
- Technician Id
- Customer
Action
Search
- Business Unit
Action
Search
- Category type
Action
Search
- Customers IDs (maximum 50)
- Created before
- Created on or after
- Modified Before
- Modified On Or After
- Name
- Street
- Unit
- City
- State
- Zip
- Country
- Phone
- Active
- External data application Guid
- External data key
- External data values
- Tag Types
Action
Search
- Employee Ids (maximum 50)
- Name
- Active
- Created before
- Created on or after
- Modified Before
- Modified On Or After
Action
Search
- Projects IDs (maximum 50)
- Job Id
- Project Id
- Sold By
- Sold By Employee
- Project Status
- Total greater
- Total less
- Sold after
- Sold before
Action
Search
- Projects IDs (maximum 50)
- Appointment Number
- Project Status
- Job Id
- Job Number
- Batch
- Batch number
- Customer
Action
Search
- Job Type
Action
Search
- Customer
- Tag Types
Action
Search
- Materials Ids (maximum 50)
- Created before
- Created on or after
- Modified Before
- Modified On Or After
- Active
- External data application Guid
- External data key
- External data values
Action
Search
- Purchase order Ids (maximum 50)
- Project Status
- Appointment Number
- Job Id
- Technician Id
- Project Id
- Created on or after
- Created before
- Modified On Or After
- Modified Before
- Date on or after
- Date before
- Sent on or after
- Sent before
Action
Search
- Tag Type Id
Action
Search
- Vendor Ids
- Active
- External data application Guid
- External data key
- External data values
- Created before
- Created on or after
- Modified Before
- Modified On Or After
Action
Search

- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Projects IDs (maximum 50)
- Customer
- Location
- Job Id
- Project Status
- Target Completion Date Before
- Target Completion Date On Or After
- Starts Before
- Starts On Or After
- Modified Before
- Modified On Or After
Trigger
Scheduled
Try It
- Booking Provider
  Required
Trigger
Scheduled
Try It
- Customers IDs (maximum 50)
- Created before
- Created on or after
- Modified Before
- Modified On Or After
- Name
- Street
- Unit
- City
- State
- Zip
- Country
- Phone
- Active
- External data application Guid
- External data key
- External data values
- Tag Types
Trigger
Scheduled
Try It
- Projects IDs (maximum 50)
- Job Id
- Project Id
- Job Number
- Sold By
- Sold By Employee
- Active
- Project Status
- Total greater
- Total less
- Sold after
- Sold before
Trigger
Scheduled
Try It
- Projects IDs (maximum 50)
- Invoice Status
- Batch
- Batch number
- Job Id
- Business Unit
- Customer
- Total greater
- Total less
- Invoiced On Before
- Invoiced On Or After
- Invoice Review Status
- Invoice Assigned to Ids
- Modified On Or After
- Modified Before
Trigger
Scheduled
Try It
- Projects IDs (maximum 50)
- Appointment Number
- Project Id
- Job Status
- Appointment Status
- Job Type
- Business Unit
- Customer
- Location
- Technician Id
- Modified On Or After
- Modified Before
- Completed On Or After
- Tag Types
Trigger
Scheduled
Try It
- Projects IDs (maximum 50)
- Modified Before
- Modified On Or After
- Customer
- Is Prospect
- Without Customer
- Project Status
- Customer City
- Customer State
- Customer Zip
- Customer Created On Or After
- Customer Created Before
- Customer Modified On Or After
- Sort
Trigger
Scheduled
Try It
- Projects IDs (maximum 50)
- Technician Id
- Starts On Or After
- Starts On Or Before
- Timesheet Code Id
- Active Only
- Show On Technician Schedule
- Created on or after
- Created before
Trigger
Scheduled
Try It
- Purchase order Ids (maximum 50)
- Project Status
- Appointment Number
- Job Id
- Technician Id
- Project Id
- Created on or after
- Created before
- Modified On Or After
- Modified Before
- Date on or after
- Date before
- Sent on or after
- Sent before
Trigger
Scheduled
Try It
- Projects IDs (maximum 50)
- Job Id
- Project Id
- Job Number
- Sold By
- Sold By Employee
- Active
- Project Status
- Total greater
- Total less
- Sold after
- Sold before
Trigger
Scheduled
Try It
- Id of the appointment to assign to.
  Required
- Technician Ids (maximum 50)
Action
Write
- Job Id
- Start date/time
  Required
- End date/time
  Required
- Arrival window start date/time
- Arrival window end date/time
- Technician Ids (maximum 50)
- Special instructions
Action
Write
- Booking Provider
  Required
- Source
  Required
- Name
- Street
- Unit
- City
- State
- Zip
- Country
- Type
- Value
- Memo
- Type
- Value
- Memo
- Customer Type
- Start date/time
  Required
- Summary
  Required
- Campaign
- Business Unit
- Job Type
- Priority
- Is First Time Client
  Required
- Send Confirmation Email
- External Id
  Required
Action
Write
- Customer
- Type
  Required
- Value
  Required
- Memo
Action
Write
- Name
- Mobile Phone
- Office phone
- Email
  Required
- Login (Username)
- Account creation method
  Required
- Business Unit
- User role Id
  Required
- List of company positions
  Required
- Azure Active Directory User Id
Action
Write
- Location
- Name
- Installed On
- Serial Number
- Memo
- Manufacturer
- Model
- Cost
- Manufacturer Warranty Start
- Manufacturer Warranty End
- Service Provider Warranty Start
- Service Provider Warranty End
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
- Alias
- File Name
- Type
- Alias
- File Name
- Type
- Alias
- File Name
- Type
- Tag Types
Action
Write
- Customer
- Location
- Business Unit
- Project
- Estimate
- Job Type
- Priority
- Campaign
- Start date/time
  Required
- End date/time
  Required
- Arrival window start date/time
- Arrival window end date/time
- Technician Ids (maximum 50)
- Summary
  Required
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
- Tag Types
Action
Write
- Text content of customer note
  Required
- Pin to top
- Job or Project Notes
Action
Write
- Booking
  Required
- Landing Page Url
  Required
- Referrer Url
  Required
- Google Click Identifier
- Facebook Click Identifier
- Microsoft Click ID
- UTM source
- UTM medium
- UTM campaign
- UTM ad group
- UTM term
- UTM content
- Google Analytics id
Action
Write
- Lead
  Required
- Landing Page Url
  Required
- Referrer Url
  Required
- Google Click Identifier
- Facebook Click Identifier
- Microsoft Click ID
- UTM source
- UTM medium
- UTM campaign
- UTM ad group
- UTM term
- UTM content
- Google Analytics id
Action
Write
- Name
- Email
  Required
- Office phone
- Street
- Unit
- City
- State
- Zip
- Country
- Summary
  Required
Action
Write
- Name
- Customer
- Street
- Unit
- City
- State
- Zip
- Country
- Latitude
- Longitude
- Type
- Value
- Memo
- Type
- Value
- Memo
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
- Tag Types
Action
Write
- Technician Id
- Start date/time
  Required
- Duration
  Required
- Name
- Timesheet Code Id
- Summary
  Required
- Clear Dispatch Board
- Clear Technician View
- Remove Technician From Capacity Planning
Action
Write
- Location
- Estimate
- Job Id
- Name
- Summary
  Required
- Status Id
- Sub Status Id
- Start Date
- Target Completion Date
- Actual Completion Date
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
Action
Write
- Job Id
  Required
- Is Closed
  Required
- Name
- Assigned To
- Due Date Time
Action
Write
- Name
- Office phone
- Email
  Required
- Login (Username)
- Account creation method
  Required
- Business Unit
- User role Id
  Required
- List of company positions
  Required
- Azure Active Directory User Id
- License type
  Required
- Team name
- Daily revenue goal
- Burden rate (hourly)
- Biography
- Memo
- Upcoming appointment visibility
- Appointment history visibility
- Street
- Unit
- City
- State
- Zip
- Country
- Latitude
- Longitude
Action
Write
- Lead
  Required
- Dismiss Call Reason
  Required
Action
Write
- Appointment Id
  Required
Action
Write
- Id of the appointment to assign to.
  Required
- Technician Ids (maximum 50)
Action
Write
- Employee Id
  Required
- Name
- Mobile Phone
- Office phone
- Email
  Required
- Login (Username)
- Business Unit
- User role Id
  Required
- List of company positions
  Required
- Azure Active Directory User Id
Action
Write
- Estimate
- Sku
- Sku Name
- Parent Item Id
- Description
- Is Add On
- Quantity
- Unit Price
- Skip Updating Membership Prices
- Item Group Name
- Item Group Root
Action
Write
- Invoice Id
- Appointment Number
- Type
- Invoiced On
- Sub total
- Tax
- Summary
  Required
- Royalty Status
- Review Status
- Royalty Date
- Royalty Sent on
- Royalty Memo
- Export
- Assigned To
Action
Write
- Job Id
  Required
- Customer
- Location
- Business Unit
- Project
- Estimate
- Job Type
- Priority
- Campaign
- Summary
  Required
- Should Update Invoice Items
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
- Tag Types
Action
Write
- Location
- Customer
- Name
- Active
- Tax Zone Id
- Street
- Unit
- City
- State
- Zip
- Country
- Latitude
- Longitude
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
- Tag Types
Action
Write
- Purchase order Id
  Required
- Id of the vendor for this PO
  Required
- Type
- Business Unit
- Id of the inventory location for this PO
  Required
- Job Id
- Technician Id
- Project Id
- Street
- Unit
- City
- State
- Zip
- Country
- Vendor invoice number
- Vendor invoice number
  Required
- Memo
- PO date
  Required
- PO required on date
  Required
- Tax
- Shipping cost
  Required
Action
Write
- Technician Id
- Action name
  Required
Action
Write
- Appointments IDs (maximum 50)
- Job Id
- Created before
- Created on or after
- Modified Before
- Modified On Or After
Action
Search
- Booking provider Ids (maximum 50)
- Name
- Created before
- Created on or after
- Modified Before
- Modified On Or After
Action
Search
- Campaign
Action
Search
- Customer
Action
Search
- Discount and Fees Ids (maximum 50)
- Created before
- Created on or after
- Modified Before
- Modified On Or After
- Active
- External data application Guid
- External data key
- External data values
Action
Search
- Equipment Ids (maximum 50)
- Created before
- Created on or after
- Modified Before
- Modified On Or After
- Active
- External data application Guid
- External data key
- External data values
Action
Search
- Projects IDs (maximum 50)
- Locations IDs (maximum 50)
Action
Search
- Type
  Required
Action
Search
- Lead
  Required
Action
Search
- Location
Action
Search
- Project Id
- Customer
- Location
- Invoice Id
- Technician Id
- Job Id
- Appointment Id
  Required
Action
Search
- Service Ids (maximum 50)
- Created before
- Created on or after
- Modified Before
- Modified On Or After
- Active
- External data application Guid
- External data key
- External data values
Action
Search
- Technician Ids (maximum 50)
- Name
- Active
- Created before
- Created on or after
- Modified Before
- Modified On Or After
Action
Search

Learn how to automate CallRail on the Zapier blog

Learn how to automate ServiceTitan on the Zapier blog

About CallRail

CallRail is an analytics platform designed for those who rely on quality calls and inbound leads to measure success.

Related categories

Call Tracking

About ServiceTitan

ServiceTitan is a mobile, cloud-based software platform that helps home services companies streamline operations, improve customer service, and increase sales.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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