Connect your ServiceTitan account to NiceJob today to make sending out review invites a breeze! 😃
You have the option to set up the automation in your personal Zapier account using the same instructions, but this guide will explain how NiceJob can set up the connection for you.
Steps to connect
To connect to your ServiceTitan within Zapier we will need to get authorization by having you send over your Tenant ID, Customer ID and Customer Secret Key 🔑
First, log in ServiceTitan via https://go.servicetitan.com/
If you haven't already, request ServiceTitan add Zapier 3.0 access to your account: https://docs.google.com/forms/d/e/1FAIpQLSddBC77UaVpnJq3YCDRgcWlSVoxN6ByV8ukPRAXcvIxDsdTlQ/viewform
To complete the form you will need your ServiceTitan tenant ID which can be found in your ServiceTitan account under the Integrations tab/API Application Access.
Your Tenant ID is in the top right hand corner.
No Verification Pin is required
Agree to the terms and submit the form
Within 48 hours ServiceTitan support should notify you that Zapier has been added to your account!
Once you have received an email from ServiceTitan support team saying they have added Zapier 3.0 to your account, now you need to create your Client ID and Client Secret.
To find these, navigate to your ServiceTitan account, and go to Settings > Integrations > API Application Access. Click on 'Connect New App'.
8. You will now see Zapier 3.0 in your list of available apps in ServiceTitan. Click into Zapier 3.0.
9. When completing the connection of Zapier in ServiceTitan, please ensure you select 'no restrictions' in all fields. This is important to ensure all the necessary data is sent from ServiceTitan to NiceJob for the integration to work. Click 'Allow Access'.
10. Now you're ready to collect the Client ID and the Client Secret:
Copy from ServiceTitan:
11. In your ServiceTitan Account, click on Generate next to 'Client Secret' and copy your Client Secret.
Copy from ServiceTitan:
12. Finally, send us an email at support@nicejob.com including you Tenant ID, Client ID and Client Secret as noted above.
13. We'll take it from there and automate your Review invites! 🎉
What does the ServiceTitan connection do through Zapier?
Your customers will automatically be sent invites after a booking is completed.
By request we can trigger invited based on invoice being created, or payment is made.
That's it! Now you can sit back and let our automation do the work for you! 🙏
Data we'll send or receive
People
Name
Email
Phone Number
Frequently Asked Questions
Does ServiceTitan send team member data to NiceJob so that my reviews can get automatically attributed to the right team member?
No, they don't. Learn more about employee attribution and other ways you can make use of it here.
What do I do if I think the connection is not working?
Just email us at support@nicejob.com or click the blue chat icon in the NiceJob app and let us know! We'll test it and make sure you're up and running.
How do I remove the connection?
If we set it up for you in Zapier just email us at support@nicejob.com or click the blue chat icon in the NiceJob app to let us know and we'll remove it for you! 😊
Does ServiceTitan send booking events to the Engage Widget?
No. Your booking events will not appear on the Engage Widget on your website. You can set up your Engage Widget here.
Does my ServiceTitan Job Type get sent to NiceJob?
If you want to filter your campaigns to only trigger for customers with a certain Job Type (e.g. "residential"), you can send us over the "Job Type ID" for which job types you need to include or exclude.
To find that, head to your Job Types page in ServiceTitan and click Edit beside a type.
It will open a new page, and you can find your ID on the end of the URL of that page. So this account has Job Type ID "19575477" for "Estimate"
Still need some help? Reach out to support@nicejob.com and we'd be happy to help 😊