Troubleshooting pulling recent invoices from ServiceTitan to Slack via Zapier

Hi ​@Kluna 

For us to have more info, post screenshots showing how your Zap steps are outlined/configured.

It could actually be coming from either side, but in many cases this type of issue happens with the connection or trigger settings in Zapier rather than in ServiceTitan itself.

A few things you may want to check:

1. Reconnect the ServiceTitan account in Zapier
Sometimes the integration holds on to older sample data. Try reconnecting your ServiceTitan account inside Zapier and then refresh the trigger test so it pulls new sample invoices.

2. Check the trigger settings and filters
If you’re using a trigger like “New Invoice” or “Updated Invoice”, make sure there isn’t a filter limiting the date range. Also confirm that the trigger isn’t set to pull historical data starting from an old date (like 2017).

3. Look at the sample data Zapier is using
When you test the trigger, Zapier often pulls a single sample record from the API. Sometimes that sample happens to be very old even though newer invoices exist. You can try creating a new test invoice in ServiceTitan and then click “Test Trigger” again.

4. Confirm API permissions in ServiceTitan
Check that the API or integration user in ServiceTitan has permission to access recent invoices. If the permissions are restricted, Zapier might only see older or limited records.

5. Verify the Slack step
Make sure the step sending data to Slack isn’t using static sample data from the trigger instead of the actual invoice fields.

If after reconnecting and refreshing the trigger Zapier still only sees 2017 invoices, then it’s likely an API or permission issue on the ServiceTitan side, and you may need to contact their support team to confirm what data their API is returning to Zapier.