# ServiceTitan

Create a lead or a booking in ServiceTitan for each caller with Zapier, with the call summary for your CSRs and dispatchers.

Updated Nov 3, 2026. Source: https://smallbusinesschatbot.com/docs/integrations/field-service/servicetitan

- **Route:** Zapier, with the Small Business Chatbot app's triggers and ServiceTitan's Zapier actions
- **Sign-in:** Your Small Business Chatbot account, and a ServiceTitan Client ID and Secret made for Zapier
- **Time to set up:** About twenty minutes

## What this does

When the AI receptionist finishes a call or books a visit, a Zap sends the customer to ServiceTitan: as a lead your CSRs follow up, or as a booking in your booking queue, with the address, the time and the call summary.

## Before you start

- The Small Business Chatbot app connected in Zapier: [Zapier](https://smallbusinesschatbot.com/docs/integrations/automation/zapier).
- A ServiceTitan tenant admin to connect Zapier: in ServiceTitan, under **Integrations › API Application Access**, they generate the Client ID and Secret that Zapier asks for.

## Build the Zap

1. **Pick the trigger**

   In Zapier, create a Zap with the Small Business Chatbot app and **Call Ended** for every new caller, or **Appointment Booked** for booked visits only. **Chat Ended** sends website chats.

2. **Send it to ServiceTitan**

   Add ServiceTitan's **Create Lead** action for callers your team follows up, or **Create Booking** to put booked visits in the booking queue. Map First name, Phone and Email, and put **Action items** in the lead's or booking's summary.

3. **Add the transcript, if you want it**

   After **Create Lead**, add ServiceTitan's **Create Lead Note** action with **Transcript** as the note.

4. **Turn the Zap on**

   Test each step in Zapier, then turn the Zap on.

What each trigger carries is under [Payload sample](https://smallbusinesschatbot.com/docs/integrations/automation/zapier#payload-sample). Calls that match your [spam keywords](https://smallbusinesschatbot.com/docs/user-guides/voice-agent/spam-protection) are marked, so add Zapier's **Filter** step to skip them.

## Other ServiceTitan actions

ServiceTitan's Zapier app has more than 70 actions. The ones that fit the AI receptionist's calls are **Create Customer**, **Create Location**, **Create Job**, **Create Appointment**, **Reschedule Appointment**, **Cancel Appointment**, **Create Lead Follow Up**, **Search Customers** and **Search Leads**.