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“This post has been edited by a moderator to remove personal information. Please remember that this is a public forum and to remove any sensitive information prior to posting.”

We are setting up a zap between ServiceTitan and ActiveCampaign that creates a new contact in ActiveCampaign when a new customer is added in ServiceTitan. ActiveCampaign requires an email in order for a contact to be created. In the initial step where the customer’s information is retrieved from ServiceTitan, the email is not being pulled. Some information like the customer’s name and address are retrieved, but certain information such as the email or phone number is not. Has anyone had an experience with a similar issue? Could it be an issue with the permissions of the specific ServiceTitan account being used? Screenshots are attached below of the various steps and all the information being retrieved from ServiceTitan.

Hi @ReidPederson 

For us to have true context, post screenshots with how your Zap steps are outlined and configured in EDIT mode.

Help info from ServiceTitan about their Zap app integration:

https://help.servicetitan.com/how-to/zapier

https://help.servicetitan.com/faq/servicetitan-zapier-integration-faq

Hi @Troy Tessalone, thanks for reaching out. I have edited the original post and added some screenshots.

@ReidPederson 

A Customer can have Contacts.

Try adding this Zap action: ServiceTitan - Search Customer Contacts

 

@Troy Tessalone 
Okay, thank you so much. I have one last question. If we wanted to split the data value below into 2 separate values (one for the phone number and one for the email), would we use the Zap Action: Separate Values by Comma?

 

@ReidPederson 

 

NOTES:

Guessing there could be 0+ Customer Contacts returned.

Looks like there may be a related data point for: Data Label

For each Customer Contact there could be more than just those 2 Data Values.

For each Customer Contact the order of the Data Labels/Values could vary.

 

Here’s a related guide to help isolate the values:

 

/ADVANCED] Or you may have to use one of these action to get an individual Contact info via the ServiceTitan API: https://developer.servicetitan.io/api-details/#api=tenant-crm-v2&operation=Customers_GetContactList

  • API Request
  • Custom Action (with the help of AI)

 

 

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