ServiceTitan Connector

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ServiceTitan is a comprehensive field service management solution that helps businesses manage their operations, workforce, and customer service.

Use the ServiceTitan component to manage Technicians, Jobs, Appointments, and more.

API Documentation

This component was built using the ServiceTitan API Reference currently utilizing the V2 API.

Connections

OAuth 2.0 Client Credentials

Authenticate using OAuth 2.0 client credentials.

Authenticating with ServiceTitan using OAuth 2.0 Client Credentials requires a developer account and an application configured in the ServiceTitan Developer Portal.

Prerequisites

Setup Steps

Creating a new app:

  1. Log in to the Developer Portal
  2. Select My Apps at the top of the page
  3. Select + New App
  4. Fill in all required fields and scopes
  5. Under Client Credentials Management, select I, the app developer, will configure the credentials on behalf of each tenant
  6. Click Create App

For existing apps:

  1. Log in to the Developer Portal
  2. Select My Apps at the top of the page
  3. Click Edit on the application
  4. Under Client Credentials Management, select I, the app developer, will configure the credentials on behalf of each tenant
  5. Click Save

Obtaining a Client Secret and Client ID:

Add the client’s Tenant ID to the application. Once the Tenant Admin has allowed access and connected to the application through their API Application Access settings, obtain the tenant’s Client ID and Client Secret from the developer portal:

  1. Log in to the Developer Portal
  2. Select My Apps at the top of the page
  3. Click View Connections for the app
  4. Click Generate under Client Secret to create a new Client Secret
  5. Reference the tenant’s Client ID on this page as well

Configure the Connection

Create a connection of type OAuth 2.0 Client Credentials and configure the following fields:

  • Token URL: Select the appropriate environment token URL (Production or Integration)
  • Client ID: Enter the Client ID obtained from the developer portal
  • Client Secret: Enter the Client Secret generated in the developer portal
  • Tenant: Enter the Tenant ID used to scope API requests to a specific account
  • Application Key: Enter the application key found in the developer portal
  • Environment: Select Production for live data or Integration for testing

This connection uses OAuth 2.0, a common authentication mechanism for integrations.
Read about how OAuth 2.0 works here.

Input Comments Default
Token URL The OAuth 2.0 token URL for the API. Select the appropriate environment.
Client ID The client identifier for the application, found in the ServiceTitan developer portal.
Client Secret The client secret for the application, found in the ServiceTitan developer portal.
Tenant The numeric tenant ID for the ServiceTitan account, found in the ServiceTitan developer portal alongside the application's details.
Application Key The application key for the integration, found in the ServiceTitan developer portal under the application's details. Sent with every request as the ST-App-Key header.
Environment The ServiceTitan environment to connect to. Production uses api.servicetitan.io; Integration uses the api-integration host for sandbox testing.

Triggers

New and Updated Records

Retrieves existing and ongoing records for a selected ServiceTitan resource type. Load history once, check for changes on a schedule, or both.

Input Comments Default
Connection The ServiceTitan connection to use.
Resource Type The type of resource to poll for new and updated records.
Show New Records When true, includes newly created records in the trigger results. true
Show Updated Records When true, includes updated records in the trigger results. true
Look-back Date The date the initial sync starts from, in YYYY-MM-DD format. Cannot be a future date. Leave empty to start from the first recurrence with no backfill. When set, the initial sync seeds each record created or modified on or after this date once, ignoring the visibility toggles.

Actions

Assign Technicians to Appointment

Assigns the list of technicians to the appointment.

Input Comments Default
Connection The ServiceTitan connection to use.
Job Appointment ID ID of the job appointment
Technician IDs Assign these technicians to the appointment.

Cancel Job

Cancels a job.

Input Comments Default
Connection The ServiceTitan connection to use.
Job ID The job ID.
Reason ID ID of job cancel reason
Job Memo Memo of job cancel reason

Create Appointment

Adds a new appointment to an existing job.

Input Comments Default
Connection The ServiceTitan connection to use.
Job ID The job ID.
Start Start date/time (in UTC)
End End date/time (in UTC)
Arrival Window Start Arrival window start date/time (in UTC)
Arrival Window End Arrival window end date/time (in UTC)
Technician ID The ID of the technician.
Special Instructions Special instructions associated to the appointment

Create Booking by Provider

Create a booking for a booking provider.

Input Comments Default
Connection The ServiceTitan connection to use.
Booking Provider ID The ID of the booking provider that submitted the booking.
Summary A short summary describing the booking.
Is First Time Client When true, marks the booking's customer as a first-time client.
External ID The booking's identifier in the originating external system.
Source The lead source that generated this booking.
Name Booking name
Address The street address, including unit, city, state, ZIP code, and country.
Contacts The contact methods to attach, each with a type such as Phone or Email, a value, and an optional memo.
Customer Type Whether the customer is Residential or Commercial.
Start Start date/time (in UTC)
Campaign ID The ID of the marketing campaign that generated the record.
Business Unit ID The ID of the business unit.
Job Type ID The ID of the job type to assign.
Priority Booking priority
Uploaded Images The images to attach to the booking, one entry per image.
Send Confirmation Email When true, sends a booking confirmation email to the customer.

Create Customer

Create a new customer.

Input Comments Default
Connection The ServiceTitan connection to use.
Name The full name of the customer or business.
Location Locations for the customer
Address Bill-To address of the customer record
Customer Type Whether the customer is Residential or Commercial.
Do Not Mail Customer has been flagged as “do not mail”
Do Not Service Customer has been flagged as “do not service”
Contacts The contact methods to attach, each with a type such as Phone or Email, a value, and an optional memo.
Custom Fields Custom field values to set, as an array of type ID and value pairs.
Tag Type IDs The IDs of the tag types to apply.
External Data External data to attach to the request.

Create Customer Contact

Create a contact for a customer.

Input Comments Default
Connection The ServiceTitan connection to use.
Customer ID The customer ID.
Customer Contact Type Type of the customer contact
Customer Contact Type Value The email, phone number, or fax number for the contact
Memo Short description about this contact, for example, “work #” or “Owner’s daughter - Kelly”

Create Installed Equipment

Create a new installed equipment record.

Input Comments Default
Connection The ServiceTitan connection to use.
Location ID The ID of the location of the installed equipment
Name The name of the installed equipment
Installed On The date the equipment was installed
Serial Number Serial number of the installed equipment
Memo The memo of the installed equipment
Manufacturer Manufacturer of the installed equipment
Model Model of the installed equipment
Cost Cost of the installed equipment
Warranty Dates Manufacturer and service provider warranty start and end dates.
Manufacturer Warranty Start Manufacturer warranty start date
Manufacturer Warranty End Manufacturer warranty end date
Service Provider Warranty Start Service Provider Warranty Start date
Service Provider Warranty End Service Provider Warranty End date
Custom Fields The custom fields of the installed equipment
Attachments List of attachments
Tag Type IDs The IDs of the tag types to apply.

Create Installed Equipment Attachment

Create a new installed equipment attachment.

Input Comments Default
Connection The ServiceTitan connection to use.
Attachment File Reference a file from another action. Must be a file type.
File Name Name of the file

Create Invoices

Create an adjustment invoice.

Input Comments Default
Connection The ServiceTitan connection to use.
Adjustment To ID The ID of the invoice the adjustment is for.
Number The invoice number.
Type ID The ID of the invoice or payment type to assign, as configured in the ServiceTitan tenant.
Invoiced On The date the invoice was invoiced on.
Subtotal The subtotal of the invoice.
Tax The tax of the invoice.
Summary The summary of the invoice.
Royalty Details Royalty status, date, sent on, and memo.
Status The royalty status of the invoice.
Date The royalty date of the invoice.
Sent On The royalty sent date of the invoice.
Memo A free-form note stored with the invoice's royalty record.
Export ID The identifier assigned to the record when it is exported to an external system.
Review Status The review status of the invoice.
Assigned To ID The ID of the user the invoice is assigned to.
Items The items of the invoice.

Create Job

Create a job.

Input Comments Default
Connection The ServiceTitan connection to use.
Customer ID The customer ID.
Location ID The ID of the location.
Business Unit ID ID of the job's business unit
Job Type ID ID of the job's type
Priority Priority of the job
Campaign ID ID of the job's campaign
Appointments List of appointment information [
{
"start": "string",
"end": "string",
"arrivalWindowStart": "string",
"arrivalWindowEnd": "string",
"technicianIds": [
0
]
}
]
Job Generated Lead Source The lead source that generated this job. Provide jobId (the job this one was generated from) and employeeId (the office user or technician credited).
Project ID ID of the job's project
Summary Job summary
Custom Fields Custom fields for the job
Tag Type IDs Tag type IDs for the job
External Data External data to attach to the request.
Invoice Signature Is Required When true, the invoice for this job requires a signature. When left empty, the location and job type rules apply.
Customer PO The customer's purchase order number to record on the job.

Create Location

Creates a new location.

Input Comments Default
Connection The ServiceTitan connection to use.
Name The name of the location
Address The address of the location
Customer ID The customer ID.
Contacts The contacts associated with the location
Custom Fields Custom field values to set, as an array of type ID and value pairs.
Tag Type IDs The IDs of the tag types to apply.
External Data External data to attach to the request.

Create Payment (Deprecated)

Deprecated: ServiceTitan removed the POST /payments endpoint from the V2 API. Payment creation is no longer supported via the API.

Input Comments Default
Connection The ServiceTitan connection to use.
Type ID The ID of the invoice or payment type to assign, as configured in the ServiceTitan tenant.
Splits The splits of the payment. [
{
"invoiceId": 0,
"amount": 0
}
]
Memo A free-text note recorded against the payment.
Paid On The date the payment was paid on.
Auth Code The authorization code for the payment.
Check Number The check number for the payment.
Export ID The identifier assigned to the record when it is exported to an external system.
Status The status of the payment.

Create Project

Create a new project.

Input Comments Default
Connection The ServiceTitan connection to use.
Location ID The ID of the location.
Customer ID ID of the project's customer
Project Manager IDs IDs of the project's managers
Name Name of the project
Summary Summary of the project
Status ID The ID of the project status to set.
Sub Status ID The ID of the project sub-status to set.
Start Start date of the project
Target Completion Date Target completion date of the project
Actual Completion Date Actual completion date of the project
Custom Fields Custom fields for the project
External Data External data items to attach to the project, grouped under an application GUID.

Create Technician

Create a new technician.

Input Comments Default
Connection The ServiceTitan connection to use.
Name The name of the technician
Account Creation Method Determines how the technician's login is created: defer it, send an invite, or assign a username and password now.
Role ID The ID of the user role to assign to the technician.
Positions List of company positions
License Type The type of ServiceTitan license to assign to the technician.
Phone Number Technician's phone number
Email Technician's email address
Login Username Technician's username
Password The password to assign when the technician's login is created now rather than deferred or invited.
Business Unit ID The ID of the business unit to which the technician will be assigned
Azure Active Directory User ID The GUID of the technician's user account in Azure Active Directory.
Memo Memo for the technician
Additional Fields Additional optional fields: includes Team, Daily Goal, Burden Rate, Biography, Job Filter, and Job History Date Filter.
Team Team name
Daily Goal Daily revenue goal
Burden Rate Burden rate (hourly)
Biography Biography of the technician
Job Filter Upcoming appointment visibility
Job History Date Filter Appointment history visibility
Address The home address of the technician
Custom Fields Custom fields for the technician

Delete Appointment

Delete an appointment by ID.

Input Comments Default
Connection The ServiceTitan connection to use.
Appointment ID The ID of the appointment.

Delete Customer Contact

Removes a contact from a customer.

Input Comments Default
Connection The ServiceTitan connection to use.
Customer ID The customer ID.
Customer Contact ID The customer contact ID.

Delete Invoice Item

Delete an invoice item.

Input Comments Default
Connection The ServiceTitan connection to use.
Invoice ID The ID of the invoice.
Item ID The ID of the item.

Get Appointment

Retrieve an appointment by ID.

Input Comments Default
Connection The ServiceTitan connection to use.
Appointment ID The ID of the appointment.

Get Booking by Provider

Retrieve a booking by ID for a booking provider.

Input Comments Default
Connection The ServiceTitan connection to use.
Booking Provider ID The ID of the booking provider that submitted the booking.
Booking ID The ID of the booking to act on.

Get Booking by Tenant

Retrieve a booking by ID for the tenant.

Input Comments Default
Connection The ServiceTitan connection to use.
Booking ID The ID of the booking to act on.

Get Customer

Retrieve a customer by ID.

Input Comments Default
Connection The ServiceTitan connection to use.
Customer ID The customer ID.

Get Installed Equipment

Retrieve an installed equipment record by ID.

Input Comments Default
Connection The ServiceTitan connection to use.
Installed Equipment ID ID of the installed equipment

Get Job

Retrieve a job by ID.

Input Comments Default
Connection The ServiceTitan connection to use.
Job ID The job ID.
External Data Application GUID Format - guid. If this guid is provided, external data corresponding to this application guid will be returned.

Get Location

Retrieve a location by ID.

Input Comments Default
Connection The ServiceTitan connection to use.
Location ID The ID of the location to retrieve

Get Project

Retrieve a project by ID.

Input Comments Default
Connection The ServiceTitan connection to use.
Project ID The ID of the project to retrieve

Get Technician

Retrieve a technician by ID.

Input Comments Default
Connection The ServiceTitan connection to use.
Technician ID The ID of the Technician to retrieve

List Appointment Assignments

Retrieve a list of appointment assignments.

Input Comments Default
Connection The ServiceTitan connection to use.
Fetch All When true, automatically fetches all pages of results and ignores the page and page size values. false
Pagination Page number and page size.
Page The page of results to return. Paging is 1-based, so the first page is 1.
Page Size The maximum number of records to return per page. A page never contains more than this many records. Defaults to 50 when omitted.
Include Total When true, includes the total count of matching records in the response. Ignored when Fetch All is true. false
Sort Applies sorting by the specified field:'?sort=+FieldName' for ascending order,'?sort=-FieldName' for descending order.
Custom Query Params Additional query-string parameters to append to the request, supplied as name and value pairs.

List Appointments

Retrieve a list of appointments.

Input Comments Default
Connection The ServiceTitan connection to use.
Fetch All When true, automatically fetches all pages of results and ignores the page and page size values. false
Pagination Page number and page size.
Page The page of results to return. Paging is 1-based, so the first page is 1.
Page Size The maximum number of records to return per page. A page never contains more than this many records. Defaults to 50 when omitted.
Include Total When true, includes the total count of matching records in the response. Ignored when Fetch All is true. false
Sort Applies sorting by the specified field:'?sort=+FieldName' for ascending order,'?sort=-FieldName' for descending order.
Custom Query Params Additional query-string parameters to append to the request, supplied as name and value pairs.

List Bookings by Provider

Retrieves a list of bookings for a booking provider.

Input Comments Default
Connection The ServiceTitan connection to use.
Booking Provider ID The ID of the booking provider that submitted the booking.
Fetch All When true, automatically fetches all pages of results and ignores the page and page size values. false
Pagination Page number and page size.
Page The page of results to return. Paging is 1-based, so the first page is 1.
Page Size The maximum number of records to return per page. A page never contains more than this many records. Defaults to 50 when omitted.
Include Total When true, includes the total count of matching records in the response. Ignored when Fetch All is true. false
Sort Applies sorting by the specified field:'?sort=+FieldName' for ascending order,'?sort=-FieldName' for descending order.
Custom Query Params Additional query-string parameters to append to the request, supplied as name and value pairs.

List Bookings by Tenant

Retrieves a list of bookings for the tenant.

Input Comments Default
Connection The ServiceTitan connection to use.
Fetch All When true, automatically fetches all pages of results and ignores the page and page size values. false
Pagination Page number and page size.
Page The page of results to return. Paging is 1-based, so the first page is 1.
Page Size The maximum number of records to return per page. A page never contains more than this many records. Defaults to 50 when omitted.
Include Total When true, includes the total count of matching records in the response. Ignored when Fetch All is true. false
Sort Applies sorting by the specified field:'?sort=+FieldName' for ascending order,'?sort=-FieldName' for descending order.
Custom Query Params Additional query-string parameters to append to the request, supplied as name and value pairs.

List Business Units

Gets a list of business units.

Input Comments Default
Connection The ServiceTitan connection to use.
Fetch All When true, automatically fetches all pages of results and ignores the page and page size values. false
Pagination Page number and page size.
Page The page of results to return. Paging is 1-based, so the first page is 1.
Page Size The maximum number of records to return per page. A page never contains more than this many records. Defaults to 50 when omitted.
Include Total When true, includes the total count of matching records in the response. Ignored when Fetch All is true. false
Sort Applies sorting by the specified field:'?sort=+FieldName' for ascending order,'?sort=-FieldName' for descending order.
Custom Query Params Additional query-string parameters to append to the request, supplied as name and value pairs.

List Customer Contacts

Gets a list of contacts for the specified customer.

Input Comments Default
Connection The ServiceTitan connection to use.
Customer ID The customer ID.
Fetch All When true, automatically fetches all pages of results and ignores the page and page size values. false
Pagination Page number and page size.
Page The page of results to return. Paging is 1-based, so the first page is 1.
Page Size The maximum number of records to return per page. A page never contains more than this many records. Defaults to 50 when omitted.
Include Total When true, includes the total count of matching records in the response. Ignored when Fetch All is true. false
Modified Before Return items modified before certain date/time (in UTC)
Modified On Or After Return items modified on or after certain date/time (in UTC)

List Customers

Retrieve a list of customers.

Input Comments Default
Connection The ServiceTitan connection to use.
Fetch All When true, automatically fetches all pages of results and ignores the page and page size values. false
Pagination Page number and page size.
Page The page of results to return. Paging is 1-based, so the first page is 1.
Page Size The maximum number of records to return per page. A page never contains more than this many records. Defaults to 50 when omitted.
Sort Applies sorting by the specified field:'?sort=+FieldName' for ascending order,'?sort=-FieldName' for descending order.
Include Total When true, includes the total count of matching records in the response. Ignored when Fetch All is true. false
Custom Query Params Additional query-string parameters to append to the request, supplied as name and value pairs.

List Installed Equipment

Retrieve a list of installed equipment.

Input Comments Default
Connection The ServiceTitan connection to use.
Fetch All When true, automatically fetches all pages of results and ignores the page and page size values. false
Pagination Page number and page size.
Page The page of results to return. Paging is 1-based, so the first page is 1.
Page Size The maximum number of records to return per page. A page never contains more than this many records. Defaults to 50 when omitted.
Include Total When true, includes the total count of matching records in the response. Ignored when Fetch All is true. false
Sort Applies sorting by the specified field:'?sort=+FieldName' for ascending order,'?sort=-FieldName' for descending order.
Custom Query Params Additional query-string parameters to append to the request, supplied as name and value pairs.

List Installed Equipment Attachments

Retrieve installed equipment attachments.

Input Comments Default
Connection The ServiceTitan connection to use.
Path Installed equipment attachment path

List Invoices

Retrieves a list of invoices.

Input Comments Default
Connection The ServiceTitan connection to use.
Fetch All When true, automatically fetches all pages of results and ignores the page and page size values. false
Pagination Page number and page size.
Page The page of results to return. Paging is 1-based, so the first page is 1.
Page Size The maximum number of records to return per page. A page never contains more than this many records. Defaults to 50 when omitted.
Include Total When true, includes the total count of matching records in the response. Ignored when Fetch All is true. false
Sort Applies sorting by the specified field:'?sort=+FieldName' for ascending order,'?sort=-FieldName' for descending order.
Custom Query Params Additional query-string parameters to append to the request, supplied as name and value pairs.

List Job Cancel Reasons

Retrieve a list of job cancel reasons.

Input Comments Default
Connection The ServiceTitan connection to use.
Fetch All When true, automatically fetches all pages of results and ignores the page and page size values. false
Pagination Page number and page size.
Page The page of results to return. Paging is 1-based, so the first page is 1.
Page Size The maximum number of records to return per page. A page never contains more than this many records. Defaults to 50 when omitted.
Include Total When true, includes the total count of matching records in the response. Ignored when Fetch All is true. false
Sort Applies sorting by the specified field:'?sort=+FieldName' for ascending order,'?sort=-FieldName' for descending order.
Custom Query Params Additional query-string parameters to append to the request, supplied as name and value pairs.

List Jobs

Retrieve a list of jobs.

Input Comments Default
Connection The ServiceTitan connection to use.
Fetch All When true, automatically fetches all pages of results and ignores the page and page size values. false
Pagination Page number and page size.
Page The page of results to return. Paging is 1-based, so the first page is 1.
Page Size The maximum number of records to return per page. A page never contains more than this many records. Defaults to 50 when omitted.
Include Total When true, includes the total count of matching records in the response. Ignored when Fetch All is true. false
Sort Applies sorting by the specified field:'?sort=+FieldName' for ascending order,'?sort=-FieldName' for descending order.
Custom Query Params Additional query-string parameters to append to the request, supplied as name and value pairs.

List Locations

Retrieve a list of locations.

Input Comments Default
Connection The ServiceTitan connection to use.
Fetch All When true, automatically fetches all pages of results and ignores the page and page size values. false
Pagination Page number and page size.
Page The page of results to return. Paging is 1-based, so the first page is 1.
Page Size The maximum number of records to return per page. A page never contains more than this many records. Defaults to 50 when omitted.
Include Total When true, includes the total count of matching records in the response. Ignored when Fetch All is true. false
Sort Applies sorting by the specified field:'?sort=+FieldName' for ascending order,'?sort=-FieldName' for descending order.
Custom Query Params Additional query-string parameters to append to the request, supplied as name and value pairs.

List Payments

Retrieve a list of payments.

Input Comments Default
Connection The ServiceTitan connection to use.
Fetch All When true, automatically fetches all pages of results and ignores the page and page size values. false
Pagination Page number and page size.
Page The page of results to return. Paging is 1-based, so the first page is 1.
Page Size The maximum number of records to return per page. A page never contains more than this many records. Defaults to 50 when omitted.
Include Total When true, includes the total count of matching records in the response. Ignored when Fetch All is true. false
Sort Applies sorting by the specified field:'?sort=+FieldName' for ascending order,'?sort=-FieldName' for descending order.
Custom Query Params Additional query-string parameters to append to the request, supplied as name and value pairs.

List Projects

Retrieve a list of projects.

Input Comments Default
Connection The ServiceTitan connection to use.
Fetch All When true, automatically fetches all pages of results and ignores the page and page size values. false
Pagination Page number and page size.
Page The page of results to return. Paging is 1-based, so the first page is 1.
Page Size The maximum number of records to return per page. A page never contains more than this many records. Defaults to 50 when omitted.
Include Total When true, includes the total count of matching records in the response. Ignored when Fetch All is true. false
Sort Applies sorting by the specified field:'?sort=+FieldName' for ascending order,'?sort=-FieldName' for descending order.
Custom Query Params Additional query-string parameters to append to the request, supplied as name and value pairs.

List Technicians

Retrieve a list of technicians.

Input Comments Default
Connection The ServiceTitan connection to use.
Fetch All When true, automatically fetches all pages of results and ignores the page and page size values. false
Page The page of results to return. Paging is 1-based, so the first page is 1.
Page Size The maximum number of records to return per page. A page never contains more than this many records. Defaults to 50 when omitted.
Include Total When true, includes the total count of matching records in the response. Ignored when Fetch All is true. false
Sort Applies sorting by the specified field:'?sort=+FieldName' for ascending order,'?sort=-FieldName' for descending order.
Custom Query Params Additional query-string parameters to append to the request, supplied as name and value pairs.

List User Roles

Gets a list of user roles.

Input Comments Default
Connection The ServiceTitan connection to use.
Fetch All When true, automatically fetches all pages of results and ignores the page and page size values. false
Pagination Page number and page size.
Page The page of results to return. Paging is 1-based, so the first page is 1.
Page Size The maximum number of records to return per page. A page never contains more than this many records. Defaults to 50 when omitted.
Include Total When true, includes the total count of matching records in the response. Ignored when Fetch All is true. false
Sort Applies sorting by the specified field:'?sort=+FieldName' for ascending order,'?sort=-FieldName' for descending order.
Custom Query Params Additional query-string parameters to append to the request, supplied as name and value pairs.

Raw Request

Send raw HTTP request to ServiceTitan.

Input Comments Default
Connection The ServiceTitan connection to use.
URL Type The URL type to connect to. For example, jpm, crm, accounting, etc.
URL Input the path only. The base URL is built from the connection environment and the URL Type above, in the form https://api.servicetitan.io/{URL Type}/v2/tenant/{tenant}. For example, with a URL Type of jpm, entering /jobs reaches https://api.servicetitan.io/jpm/v2/tenant/{tenant}/jobs.
Method The HTTP method to use.
Data The HTTP body payload to send to the URL.
Form Data The Form Data to be sent as a multipart form upload.
File Data File Data to be sent as a multipart form upload.
File Data File Names File names to apply to the file data inputs. Keys must match the file data keys above.
Query Parameter A list of query parameters to send with the request. This is the portion at the end of the URL similar to ?key1=value1&key2=value2.
Header A list of headers to send with the request.
Response Type The type of data you expect in the response. You can request json, text, or binary data. json
Timeout The maximum time that a client will await a response to its request
Retry Delay (ms) The delay in milliseconds between retries. This is used when 'Use Exponential Backoff' is disabled. 0
Retry On All Errors If true, retries on all erroneous responses regardless of type. This is helpful when retrying after HTTP 429 or other 3xx or 4xx errors. Otherwise, only retries on HTTP 5xx and network errors. false
Max Retry Count The maximum number of retries to attempt. Specify 0 for no retries. 0
Use Exponential Backoff Specifies whether to use a pre-defined exponential backoff strategy for retries. When enabled, 'Retry Delay (ms)' is ignored. false

Unassign Technicians from Appointment

Un-assigns the list of technicians from the appointment.

Input Comments Default
Connection The ServiceTitan connection to use.
Job Appointment ID ID of the job appointment
Technician IDs Unassign these technicians from the appointment.

Update Booking

Update a booking.

Input Comments Default
Connection The ServiceTitan connection to use.
Booking Provider ID The ID of the booking provider that submitted the booking.
Booking ID The ID of the booking to act on.
Summary Summary of the booking
Is First Time Client When true, marks the booking's customer as a first-time client.
External ID The booking's identifier in the originating external system.
Source The lead source that generated this booking.
Name The full name of the customer or business.
Address The street address, including unit, city, state, ZIP code, and country.
Customer Type Whether the customer is Residential or Commercial.
Start Start date/time (in UTC)
Campaign ID The ID of the marketing campaign that generated the record.
Business Unit ID The ID of the business unit.
Job Type ID The ID of the job type to assign.
Priority Booking priority
Uploaded Images The images to attach to the booking, one entry per image.

Update Customer

Update a customer.

Input Comments Default
Connection The ServiceTitan connection to use.
Customer ID The customer ID.
Name The full name of the customer or business.
Customer Type Whether the customer is Residential or Commercial.
Address The street address, including unit, city, state, ZIP code, and country.
Custom Fields Custom field values to set, as an array of type ID and value pairs.
External Data External data to attach to the request.
Do Not Mail Customer has been flagged as “do not mail”
Do Not Service Customer has been flagged as “do not service”
Active Whether the customer is active
Tag Type IDs The IDs of the tag types to apply.

Update Customer Contact

Updates a contact on a customer.

Input Comments Default
Connection The ServiceTitan connection to use.
Customer ID The customer ID.
Customer Contact ID The customer contact ID.
Customer Contact Type Type of the customer contact
Customer Contact Type Value The email, phone number, or fax number for the contact
Memo Short description about this contact, for example, “work #” or “Owner’s daughter - Kelly”

Update Installed Equipment

Update installed equipment by ID.

Input Comments Default
Connection The ServiceTitan connection to use.
Installed Equipment ID ID of the installed equipment
Name The name of the installed equipment
Installed On The date the equipment was installed
Serial Number Serial number of the installed equipment
Memo The memo of the installed equipment
Manufacturer Manufacturer of the installed equipment
Model Model of the installed equipment
Cost Cost of the installed equipment
Warranty Dates Manufacturer and service provider warranty start and end dates.
Manufacturer Warranty Start Manufacturer warranty start date
Manufacturer Warranty End Manufacturer warranty end date
Service Provider Warranty Start Service Provider Warranty Start date
Service Provider Warranty End Service Provider Warranty End date
Custom Fields The custom fields of the installed equipment
Attachments List of attachments
Tag Type IDs The IDs of the tag types to apply.

Update Invoice

Update an invoice.

Input Comments Default
Connection The ServiceTitan connection to use.
Invoice ID The ID of the invoice.
Number The invoice number.
Type ID The ID of the invoice or payment type to assign, as configured in the ServiceTitan tenant.
Invoiced On The date the invoice was invoiced on.
Subtotal The subtotal of the invoice.
Tax The tax of the invoice.
Summary The summary of the invoice.
Royalty Details Royalty status, date, sent on, and memo.
Status The royalty status of the invoice.
Date The royalty date of the invoice.
Sent On The royalty sent date of the invoice.
Memo A free-form note stored with the invoice's royalty record.
Export ID The identifier assigned to the record when it is exported to an external system.
Review Status The review status of the invoice.
Assigned To ID The ID of the user the invoice is assigned to.
Items The items of the invoice.
Payments The payments of the invoice.

Update Invoice Custom Fields

Update custom fields for specified invoices.

Input Comments Default
Connection The ServiceTitan connection to use.
Operations The operations to perform on the invoice. [
{
"objectId": 0,
"customFields": [
{
"name": "string",
"value": "string"
}
]
}
]

Update Invoice Items

Update invoice items.

Input Comments Default
Connection The ServiceTitan connection to use.
Invoice ID The ID of the invoice.
Description The description of the SKU.
Quantity The quantity of the SKU.
SKU ID The ID of the SKU.
SKU Name The name of the SKU.
Technician ID The ID of the technician.
Additional Fields Additional optional fields: includes Unit Price, Cost, Is Add On, Signature, Technician Acknowledgement Signature, Installed On, Inventory Warehouse Name, Skip Updating Membership Prices, and Item Group Name.
Unit Price The unit price of the SKU.
Cost The cost of the SKU.
Is Add On Is the SKU an add on.
Signature The signature of the SKU.
Technician Acknowledgement Signature The technician acknowledgement signature of the SKU.
Installed On The date the SKU was installed on.
Inventory Warehouse Name The inventory warehouse name of the SKU.
Skip Updating Membership Prices Skip updating membership prices.
Item Group Name The item group name of the SKU.
Item Group Root ID The item group root ID of the SKU.
Inventory Location ID The inventory location ID of the SKU.
Duration Billing ID The duration billing ID of the SKU.
Invoice Item ID The unique identifier of the invoice item.

Update Job

Update a job.

Input Comments Default
Connection The ServiceTitan connection to use.
Job ID The job ID.
Customer ID The customer ID.
Location ID The ID of the location.
Business Unit ID ID of the job's business unit
Job Generated Lead Source The lead source that generated this job. Provide jobId (the job this one was generated from) and employeeId (the office user or technician credited).
Job Type ID ID of the job's type
Priority Priority of the job
Campaign ID ID of the job's campaign
Summary Job summary
Should Update Invoice Items If set to true, update the business unit of invoice items on job's invoice
Custom Fields Custom fields for the job
Tag Type IDs Tag type IDs for the job
External Data External data to attach to the request.
Customer PO The customer's purchase order number to record on the job.

Update Location

Update a location.

Input Comments Default
Connection The ServiceTitan connection to use.
Location ID The ID of the location.
Customer ID The customer ID associated with the location
Name The name of the location
Address The address of the location
Active If false, the location will be marked as inactive
Tax Zone ID ID of the location tax zone
Custom Fields Custom field values to set, as an array of type ID and value pairs.
Tag Type IDs The IDs of the tag types to apply.
External Data External data to attach to the request.

Update Payment

Update a specified payment.

Input Comments Default
Connection The ServiceTitan connection to use.
Payment ID The ID of the payment.
Type ID The ID of the invoice or payment type to assign, as configured in the ServiceTitan tenant.
Splits The splits of the payment. [
{
"invoiceId": 0,
"amount": 0
}
]
Memo A free-text note recorded against the payment.
Paid On The date the payment was paid on.
Auth Code The authorization code for the payment.
Check Number The check number for the payment.
Export ID The identifier assigned to the record when it is exported to an external system.
Status The status of the payment.

Update Payment Custom Fields

Update custom fields for specified payments.

Input Comments Default
Connection The ServiceTitan connection to use.
Operations The operations to perform on the payment. [
{
"objectId": 0,
"customFields": [
{
"name": "string",
"value": "string"
}
]
}
]

Update Project

Update a project.

Input Comments Default
Connection The ServiceTitan connection to use.
Project ID ID of the project to update
Project Manager IDs IDs of the project's managers
Job IDs IDs of the project's jobs
Name Name of the project
Summary Summary of the project
Status ID The ID of the project status to set.
Sub Status ID The ID of the project sub-status to set.
Start Start date of the project
Target Completion Date Target completion date of the project
Actual Completion Date Actual completion date of the project
Custom Fields Custom fields for the project
External Data External data items to attach to the project, grouped under an application GUID.

Update Technician

Update a technician.

Input Comments Default
Connection The ServiceTitan connection to use.
Technician ID The ID of the technician to update
Name The name of the technician
Phone Number Technician's phone number
Email Technician's email address
Login Username Technician's username
Business Unit ID The ID of the business unit to which the technician will be assigned
Role ID The ID of the user role to assign to the technician.
Positions List of company positions
Azure Active Directory User ID The GUID of the technician's user account in Azure Active Directory.
License Type The type of ServiceTitan license to assign to the technician.
Memo Memo for the technician
Additional Fields Additional optional fields: includes Team, Daily Goal, Burden Rate, Biography, Job Filter, and Job History Date Filter.
Team Team name
Daily Goal Daily revenue goal
Burden Rate Burden rate (hourly)
Biography Biography of the technician
Job Filter Upcoming appointment visibility
Job History Date Filter Appointment history visibility
Address The home address of the technician
Custom Fields Custom fields for the technician