I am trying to build a zap that sends a welcome message and video to a new customer once added to Service Titan. The zap runs perfectly except for the absence of new customer’s email address that the welcome email will be sent to. As far as I have seen, ServiceTitan isn’t polling the email addresses or other contact information from ServiceTitan, but I’ve seen multiple other community posts where Zapier support replied to questions saying that this is possible to do, but I still don’t understand how. Could anyone please help me with this?
Best answer
How can I have ServiceTitan populate new customer's email addresses into Zapier for Gmail integration.
- 10 replies
Best answer by Troy Tessalone
Try adding this Zap step: ServiceTitan - Search Customer Contacts
You should be able to map the Customer ID from Zap step 1.
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+14- Zapier Orchestrator & Solution Partner
- 34005 replies
Hi
For us to have more info, post these screenshots:
- how your Zap steps are outlined
- how your Zap steps are configured in EDIT mode with the field mappings visible
- the DATA OUT that is returned from the ServiceTitan step you are trying to use
NOTE: You may need to add another Zap step to find/search for the ServiceTitan Customer by ID to get the other Customer data points.
- 10 replies
Here are my steps and the data coming from ServiceTitan. The two coding steps are just to change the arrangement and format of the customer’s name in the email so only the first and last step are the important ones. I couldn’t fit every out data field in one screenshot so there are three sections below the “Modified On” data that aren’t shown here: “Merged to ID”, “External Data”, and “Contacts”, all of which are showing no data. If you need any other screenshots or info, please let me know (out data blacked out for client’s safety and privacy).
+14- Zapier Orchestrator & Solution Partner
- 34005 replies
- Answer
Try adding this Zap step: ServiceTitan - Search Customer Contacts
You should be able to map the Customer ID from Zap step 1.
+6- Zapier Staff
- 3527 replies
Wow! Thank you for confirming that Troy’s resolution got the Zap running. This will significantly help our Community members to have as a reference for the same issue.
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