This automation allows ServiceTitan users to automatically create a new task in ServiceTitan whenever a new estimate is generated within the same platform. This streamlines the workflow by eliminating the need for manual data entry, ensuring that all relevant job information is synced between the two systems.
The integration connects ServiceTitan, a leading field service management software, with the core estimate creation functionality, providing a seamless experience for field service professionals. This automation is designed to improve efficiency, reduce errors, and keep all job-related data centralized within the ServiceTitan ecosystem.
Latenode bills workflow runs in credits: 1 credit = 30 seconds of processing. Minimum charge per run depends on your plan. Plug-and-Play (PnP) AI nodes are billed separately—each PnP token is $1 USD, charged pay-as-you-go at vendor cost plus a small processing fee, with no API keys required.
Full pricing — how credits work →Workflow preview
The user connects their ServiceTitan account to enable the integration.
The integration sets up a webhook to monitor ServiceTitan for the creation of new estimates.
When a new estimate is created in ServiceTitan, the integration extracts the relevant details from the estimate data, such as the job information, customer details, and any other pertinent data.
The integration then automatically creates a new task in ServiceTitan, populating it with the extracted estimate details to keep all job-related data centralized within the ServiceTitan ecosystem.
1. Go to the Latenode Credentials panel and add a new ServiceTitan credential. Enter your ServiceTitan API key or access token to authenticate with the ServiceTitan API.
1. Drag and drop the ServiceTitan Trigger node onto the canvas. 2. In the node settings, select the 'New Estimate Created' trigger to watch for new estimates in ServiceTitan. 3. Map the relevant estimate data fields (e.g. customer name, job details) to the node outputs.
1. Drag and drop the ServiceTitan Action node onto the canvas. 2. In the node settings, select the 'Create New Task' action. 3. Map the estimate data fields from the trigger node to the corresponding task fields (e.g. task name, description, due date).
1. Save your Latenode workflow. 2. Manually trigger the workflow by creating a new estimate in ServiceTitan. 3. Verify that a new task was automatically created in ServiceTitan with the relevant estimate details.
1. If you want to run this automation on a recurring schedule, go to the Latenode workflow settings. 2. Enable the 'Schedule' toggle and configure the desired schedule (e.g. hourly, daily). 3. Save your workflow to apply the schedule.
FAQ
More templates
Tools schedules checks, Headless Browser loads each monitored URL, JavaScript diffs visible text or selectors against the last snapshot in Database, and rss.app (or JavaScript POST) publishes feed items when changes exceed your threshold. Replaces Zapier+rss.app-only diagrams with explicit Latenode nodes.
This automation integration allows users to automatically create or update contacts in ActiveCampaign based on new form submissions in Cognito Forms. When a new entry is submitted in Cognito Forms, the integration will search for an existing contact with a matching email address in ActiveCampaign. If a match is found, the contact will be updated with a specific tag for management purposes. If no match is found, a new contact will be created in ActiveCampaign with the same tag applied. This streamlines the process of managing leads and customer data across these two platforms, saving time and reducing the risk of manual errors.
This automation integrates Discord and Google Translate to monitor specific Discord channels for new messages. When a new message is detected, the automation will automatically translate the text into a target language using Google Translate and then post the translated message back to Discord or another destination. This allows users to stay connected with their communities across language barriers, facilitating global collaboration and discussion within the Discord platform.
