Connect RepCard to ServiceTitan and automate any workflow
![RepCard](https://zapier-images.imgix.net/storage/services/4abbebd3a38fe9c5e1f95e06a1b99f5f.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![RepCard](https://zapier-images.imgix.net/storage/services/4abbebd3a38fe9c5e1f95e06a1b99f5f.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
![ServiceTitan](https://zapier-images.imgix.net/storage/services/eeb79a5f267706f656d35ba4d1144bb2.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![ServiceTitan](https://zapier-images.imgix.net/storage/services/eeb79a5f267706f656d35ba4d1144bb2.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
Create your first workflow
Quickly connect RepCard to ServiceTitan with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate RepCard with ServiceTitan - no code necessary. See how you can get setup in minutes.
Select a trigger from RepCard
![A trigger is the event that kicks off your automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713159/App%20Directory/2S%20Page/First_content_row_mqocjq.png)
Setup an action from ServiceTitan
![An action is the event that your automated workflow performs when triggered.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Second_content_row_majysk.png)
That’s it! You just connected RepCard to ServiceTitan
![Triggers and actions are the main components of every automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Third_content_row_nghpr1.png)
Connect RepCard 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
![An illustration representing how to automate lead management with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/First_option_apbx4e.png)
Connect RepCard and ServiceTitan to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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.
- Trigger when any appointment is changed to the status(s) below:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Trigger when any contact is changed to the status(s) below:
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Trigger when any user registered to the Event belowRequired
- First Name
- Last Name
- Ticket NumberRequired
- Email
- Phone Number
- Company Name
- Ticket TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First NameRequired
- Last Name
- Type
- Contact Owner
- Email
- Phone Country Code
- Phone Number
- Status
- Company Name
- Appointment Title
- Address
- State
- City
- Zip Code
- Latitude
- Longitude
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First NameRequired
- Last Name
- User EmailRequired
- Phone Country Code
- Phone Number
- RoleRequired
- Job TitleRequired
- office Id
- Team
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContactRequired
- First NameRequired
- Last Name
- Type
- Email
- Phone Country Code
- Phone Number
- Company Name
- Appointment Title
- Status
- Notes
- Address
- State
- City
- Zip Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Appointments IDs (maximum 50)
- Job Id
- Project Id
- Appointment Number
- Status
- Technician Id
- Customer
- Starts On Or After
- Starts Before
- Modified Before
- Modified On Or After
- Created on or after
- Created before
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Active
- Modified On Or After
- Modified Before
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Employee Ids (maximum 50)
- Name
- Active
- Created before
- Created on or after
- Modified Before
- Modified On Or After
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Form IDs (maximum 50)
- Active
- Status
- Submitted On Or After
- Submitted Before
- Owner Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Locations IDs (maximum 50)
- Customer
- City
- State
- Zip Code
- Active
- Modified Before
- Modified On Or After
- Tag Types
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Purchase order Ids (maximum 50)
- 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
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Projects IDs (maximum 50)
- Job Id
- Project Id
- Job Number
- Sold By
- Sold By Employee
- Active
- Status
- Total greater
- Total less
- Sold after
- Sold before
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Id of the appointment to assign to.Required
- Technician Ids (maximum 50)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job Id
- Start date/timeRequired
- End date/timeRequired
- Arrival window start date/time
- Arrival window end date/time
- Technician Ids (maximum 50)
- Special instructions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Booking ProviderRequired
- SourceRequired
- Name
- Street
- Unit
- City
- State
- Zip Code
- Country
- Type
- Value
- Memo
- Type
- Value
- Memo
- Customer Type
- Start date/timeRequired
- SummaryRequired
- Campaign
- Business Unit
- Job Type
- Priority
- Is First Time ClientRequired
- Send Confirmation Email
- External IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer
- Type
- ValueRequired
- Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name
- Mobile Phone
- Phone Number
- Email
- Login (Username)
- Account creation methodRequired
- Business Unit
- RoleRequired
- List of company positionsRequired
- Azure Active Directory User Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer
- Location
- Business Unit
- Project
- Estimate
- Job Type
- Priority
- Campaign
- Start date/timeRequired
- End date/timeRequired
- Arrival window start date/time
- Arrival window end date/time
- Technician Ids (maximum 50)
- SummaryRequired
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
- Tag Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Text content of customer noteRequired
- Pin to top
- Job or Project Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BookingRequired
- Landing Page UrlRequired
- Referrer UrlRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- Landing Page UrlRequired
- Referrer UrlRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name
- Email
- Phone Number
- Street
- Unit
- City
- State
- Zip Code
- Country
- SummaryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name
- Customer
- Street
- Unit
- City
- State
- Zip Code
- Country
- Latitude
- Longitude
- Type
- Value
- Memo
- Type
- Value
- Memo
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
- Tag Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Technician Id
- Start date/timeRequired
- DurationRequired
- Name
- Timesheet CodeRequired
- SummaryRequired
- Clear Dispatch Board
- Clear Technician View
- Remove Technician From Capacity Planning
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Location
- Estimate
- Job Id
- Name
- SummaryRequired
- Status
- Project Sub Status
- Start Date
- Target Completion Date
- Actual Completion Date
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job IdRequired
- Is ClosedRequired
- Name
- Assigned To
- Due Date Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name
- Phone Number
- Email
- Login (Username)
- Account creation methodRequired
- Business Unit
- RoleRequired
- List of company positionsRequired
- Azure Active Directory User Id
- License typeRequired
- Team name
- Daily revenue goal
- Burden rate (hourly)
- Biography
- Memo
- Upcoming appointment visibility
- Appointment history visibility
- Street
- Unit
- City
- State
- Zip Code
- Country
- Latitude
- Longitude
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- Dismiss Call ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Appointment IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Id of the appointment to assign to.Required
- Technician Ids (maximum 50)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Employee IdRequired
- Name
- Mobile Phone
- Phone Number
- Email
- Login (Username)
- Business Unit
- RoleRequired
- List of company positionsRequired
- Azure Active Directory User Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Estimate
- Sku
- Sku Name
- Parent Item Id
- Description
- Is Add On
- Quantity
- Unit Price
- Skip Updating Membership Prices
- Item Group Name
- Item Group Root
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice Id
- Appointment Number
- Type
- Invoiced On
- Sub total
- Tax
- SummaryRequired
- Royalty Status
- Review Status
- Royalty Date
- Royalty Sent on
- Royalty Memo
- Export
- Assigned To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job IdRequired
- Customer
- Location
- Business Unit
- Project
- Estimate
- Job Type
- Priority
- Campaign
- SummaryRequired
- Should Update Invoice Items
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
- Tag Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Location
- Customer
- Name
- Active
- Tax Zone Id
- Street
- Unit
- City
- State
- Zip Code
- Country
- Latitude
- Longitude
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
- Tag Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Purchase order IdRequired
- Id of the vendor for this PORequired
- Type
- Business Unit
- Id of the inventory location for this PORequired
- Job Id
- Technician Id
- Project Id
- Street
- Unit
- City
- State
- Zip Code
- Country
- Vendor invoice number
- Vendor invoice numberRequired
- Memo
- PO dateRequired
- PO required on dateRequired
- Tax
- Shipping costRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Technician Id
- Action nameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Appointments IDs (maximum 50)
- Job Id
- Created before
- Created on or after
- Modified Before
- Modified On Or After
ActionThis is an event a Zap performs.SearchFind existing data in your app- Booking provider Ids (maximum 50)
- Name
- Created before
- Created on or after
- Modified Before
- Modified On Or After
ActionThis is an event a Zap performs.SearchFind existing data in your app- Campaign
ActionThis is an event a Zap performs.SearchFind existing data in your app- Customer
ActionThis is an event a Zap performs.SearchFind existing data in your app- 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
ActionThis is an event a Zap performs.SearchFind existing data in your app- 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
ActionThis is an event a Zap performs.SearchFind existing data in your app- Projects IDs (maximum 50)
- Locations IDs (maximum 50)
ActionThis is an event a Zap performs.SearchFind existing data in your app- Job Status
- Tag Types
ActionThis is an event a Zap performs.SearchFind existing data in your app- LeadRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Location
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project Id
- Customer
- Location
- Invoice Id
- Technician Id
- Job Id
- Appointment IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- 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
ActionThis is an event a Zap performs.SearchFind existing data in your app- Technician Ids (maximum 50)
- Name
- Active
- Created before
- Created on or after
- Modified Before
- Modified On Or After
ActionThis is an event a Zap performs.SearchFind existing data in your app
- Appointment Set
Triggers when a new Appointment is created for any contact.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Trigger when any user registered to the Event belowRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New User
Triggers when a new user is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Appointment Title
- First NameRequired
- Last Name
- Email
- Phone Country Code
- Phone Number
- Address
- State
- City
- Zip Code
- Meeting Location
- Meeting Link
- Notes
- CalendarRequired
- SetterRequired
- Closer
- Appointment Start TimeRequired
- Appointment End TimeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Trigger when any user registered to the Event belowRequired
- Ticket TypeRequired
- First NameRequired
- Last Name
- Email
- Phone Country Code
- Phone Number
- Job TitleRequired
- Company Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Send To Existing ContactRequired
- Send Via SMSRequired
- Send Via EmailRequired
- Who's RepCard do you want to send?Required
- Type
- First NameRequired
- Last Name
- Phone Country Code
- Phone Number
- Email
- Initial MessageRequired
- Choose Contact
- Include Social Media LinksRequired
- Choose text campaign
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Projects IDs (maximum 50)
- Customer
- Location
- Job Id
- Status
- Project Sub Status
- Target Completion Date Before
- Target Completion Date On Or After
- Starts Before
- Starts On Or After
- Modified Before
- Modified On Or After
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Customers IDs (maximum 50)
- Created before
- Created on or after
- Modified Before
- Modified On Or After
- Name
- Street
- Unit
- City
- State
- Zip Code
- Country
- Phone
- Active
- External data application Guid
- External data key
- External data values
- Tag Types
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Projects IDs (maximum 50)
- Job Id
- Project Id
- Job Number
- Sold By
- Sold By Employee
- Active
- Status
- Total greater
- Total less
- Sold after
- Sold before
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Projects IDs (maximum 50)
- Trigger when any appointment is changed to the status(s) below:Required
- 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
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- 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
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Projects IDs (maximum 50)
- Modified Before
- Modified On Or After
- Customer
- Is Prospect
- Without Customer
- Status
- Customer City
- Customer State
- Customer Zip
- Customer Created On Or After
- Customer Created Before
- Customer Modified On Or After
- Sort
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Applied to invoices
- Applied to reference number
- Trigger when any appointment is changed to the status(s) below:Required
- Business unit ids
- Transaction type
- Customer
- Total greater
- Total less
- Modified Before
- Modified On Or After
- Created before
- Created on or after
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Technician Ids (maximum 50)
- Name
- Active
- Created before
- Created on or after
- Modified Before
- Modified On Or After
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Customers IDs (maximum 50)
- Tag Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project Id
- Job Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Booking ProviderRequired
- BookingRequired
- Type
- ValueRequired
- Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name
- Type
- Do Not Mail
- Do Not Service
- NameRequired
- StreetRequired
- Unit
- CityRequired
- StateRequired
- ZipRequired
- CountryRequired
- Latitude
- Longitude
- Street
- Unit
- City
- State
- Zip Code
- Country
- Latitude
- Longitude
- Type
- Value
- Memo
- Type
- Value
- Memo
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
- Tag Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer
- Text content of customer noteRequired
- Pin to top
- Add to locations
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name
- SummaryRequired
- Tax
- Status
- Sold by
- Job Id
- Name
- Url
- Project Id
- Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Appointment Number
- Type
- Invoiced On
- Sub total
- Tax
- SummaryRequired
- Royalty Status
- Royalty Date
- Royalty Sent on
- Royalty Memo
- Review Status
- Export
- Assigned To
- Adjustment to IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job IdRequired
- FilenameRequired
- File urlRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer
- Location
- Campaign
- Business Unit
- Job Type
- SummaryRequired
- Tag Types
- Priority
- Call Reason Id
- Follow Up Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Landing Page UrlRequired
- Referrer UrlRequired
- 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 NumberRequired
- Forwarding Phone NumberRequired
- Tracking Phone NumberRequired
- Call Started OnRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- Follow Up Date
- Text content of customer noteRequired
- Pin to top
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- Text content of customer noteRequired
- Pin to top
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Location
- Type
- ValueRequired
- Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Employee TypeRequired
- Employee IdRequired
- Posted OnRequired
- Amount
- Memo
- Activity Code Id
- Invoice Id
- Hours
- Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Id of the vendor for this PORequired
- Type
- Business Unit
- Id of the inventory location for this PORequired
- Job Id
- Technician Id
- Project Id
- Street
- Unit
- City
- State
- Zip Code
- Country
- Vendor invoice number
- Vendor invoice numberRequired
- Memo
- PO dateRequired
- PO required on dateRequired
- Tax
- Shipping costRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Reported ToRequired
- Assigned To
- Is ClosedRequired
- Name
- Business Unit
- Employee Task TypeRequired
- Employee Task SourceRequired
- Employee Task ResolutionRequired
- Reported dateRequired
- Due dateRequired
- Involved Employee Id List
- Customer
- Job Id
- Project Id
- Description
- Priority
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Appointment IdRequired
- ReasonRequired
- Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Appointment IdRequired
- Start date/timeRequired
- End date/timeRequired
- Arrival window start date/time
- Arrival window end date/time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer
- Name
- Type
- Do Not Mail
- Do Not Service
- Street
- Unit
- City
- State
- Zip Code
- Country
- Latitude
- Longitude
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
- Active
- Tag Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Employee IdRequired
- Action nameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice Id
- Item type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- Campaign
- Priority
- Business Unit
- Job Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project Id
- Name
- SummaryRequired
- Status
- Project Sub Status
- Start Date
- Target Completion Date
- Actual Completion Date
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Technician Id
- Name
- Phone Number
- Email
- Login (Username)
- Business Unit
- RoleRequired
- List of company positionsRequired
- Azure Active Directory User Id
- License typeRequired
- Team name
- Daily revenue goal
- Burden rate (hourly)
- Biography
- Memo
- Upcoming appointment visibility
- Appointment history visibility
- Street
- Unit
- City
- State
- Zip Code
- Country
- Latitude
- Longitude
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- HTTP MethodRequired
- Url
- Query String Parameters
- Headers
- Additional Request Headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Appointments IDs (maximum 50)
- Job Id
- Project Id
- Technician Id
- Customer
ActionThis is an event a Zap performs.SearchFind existing data in your app- Business Unit
ActionThis is an event a Zap performs.SearchFind existing data in your app- Category type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Customers IDs (maximum 50)
- Created before
- Created on or after
- Modified Before
- Modified On Or After
- Name
- Street
- Unit
- City
- State
- Zip Code
- Country
- Phone
- Active
- External data application Guid
- External data key
- External data values
- Tag Types
ActionThis is an event a Zap performs.SearchFind existing data in your app- Employee Ids (maximum 50)
- Name
- Active
- Created before
- Created on or after
- Modified Before
- Modified On Or After
ActionThis is an event a Zap performs.SearchFind existing data in your app- Projects IDs (maximum 50)
- Job Id
- Project Id
- Sold By
- Sold By Employee
- Status
- Total greater
- Total less
- Sold after
- Sold before
ActionThis is an event a Zap performs.SearchFind existing data in your app- Projects IDs (maximum 50)
- Appointment Number
- Status
- Job Id
- Job Number
- Batch
- Batch number
- Customer
ActionThis is an event a Zap performs.SearchFind existing data in your app- Job Type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Customer
- Tag Types
ActionThis is an event a Zap performs.SearchFind existing data in your app- 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
ActionThis is an event a Zap performs.SearchFind existing data in your app- Purchase order Ids (maximum 50)
- 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
ActionThis is an event a Zap performs.SearchFind existing data in your app- Tag Type Id
ActionThis is an event a Zap performs.SearchFind existing data in your app- 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
ActionThis is an event a Zap performs.SearchFind existing data in your app