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Question

How do I trigger completed invoices in ServiceTitan for Zapier?

  • 23 August 2024
  • 4 replies
  • 17 views

Service Titan Qustion, i want to trigger on a completed invoice i want zapier to grab invoice summary and either use TI to rewrite summary to take to an external AI to rewrite summary and replace? any help would be greatly appreciated. thanks

Hi @Jharrison 

Clarify what you mean by TI.

 

For ServiceTitan, there is only 1 trigger related to invoices: New Invoice

https://zapier.com/apps/servicetitan/integrations#triggers-and-actions

 

Titan Intelligence 

btw i am very new to Zapier. Titan Intelligence is a Local Ai in Service titan. when you are at invoice level on ST you can click a button labeled “TI” and it will generate a new invoice summary based off of rules that you have set in the settings menu. this button right now has to be manually executed to make this function happen. it takes whatever the tech has wrote and expands it and makes a more robust professional summary. i wanted to automate this or even use zapier to take the summary and use chat gpt if need be but it looks like the right action isn’t available. if anyone has another way of doing this please let me konw.

 

thanks  

Hi there @Jharrison,

It looks like Titan Intelligence is not supported at the moment. I recommend reaching out to our Support Team to create a feature request on your behalf to support Titan Intelligence.

You can reach our Support Team here: https://zapier.com/app/get-help

I appreciate your patience and understanding.

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