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Microsoft Outlook + ServiceTitan

Microsoft Outlook + ServiceTitan

Microsoft Outlook + ServiceTitan integrations

Send emails in Microsoft Outlook for new appointments in ServiceTitan

Keep track of all your new appointments in ServiceTitan by setting up this workflow. Each time a new appointment is made in ServiceTitan, an email will be sent via Microsoft Outlook informing you or the intended recipient of the details. This streamlines your scheduling process, ensuring you are always aware of the latest bookings in real-time. Enhance your efficiency and stay in control with this seamless communication workflow.

  1. When this happens...
    New Appointment
    New Appointment
    New AppointmentTriggers when there's a new appointments.
  2. automatically do this!
    Send Email
    Send Email
    Send EmailSend an email from your Outlook account.
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More things you can do with ServiceTitan and Microsoft Outlook

Discover other triggers and actions you can use with ServiceTitan and Microsoft Outlook

    • Projects IDs (maximum 50)
    • Customer
    • Location
    • Job Id
    • Project Status
    • Target Completion Date Before
    • Target Completion Date On Or After
    • Starts Before
    • Starts On Or After
    • Modified Before
    • Modified On Or After
    Trigger
    Polling
    Try It
    • Booking Provider
      Required
    Trigger
    Polling
    Try It
    • Modified On Or After
    • Modified Before
    • Active
    Trigger
    Polling
    Try It
    • Employee Ids (maximum 50)
    • Employee name
    • Employee active
    • Created before
    • Created on or after
    • Modified before
    • Modified on or after
    Trigger
    Polling
    Try It
    • Appointments IDs (maximum 50)
    • Job Id
    • Project Id
    • Appointment Number
    • Appointment Status
    • Technician Id
    • Customer Id
    • Appointments starts on or after
    • Appointments starts before
    • Appointments modified before
    • Appointments modified on or after
    • Appointments created on or after
    • Appointments created before
    Trigger
    Polling
    Try It
    • Active
    • Modified On Or After
    • Modified Before
    Trigger
    Polling
    Try It
    • Customers IDs (maximum 50)
    • Created before
    • Created on or after
    • Modified before
    • Modified on or after
    • Name
    • Street
    • Unit
    • City
    • State
    • Zip
    • Country
    • Phone
    • Active
    • External data application Guid
    • External data key
    • External data values
    • Tag Types
    • Tag Type Match Condition
    Trigger
    Polling
    Try It
    • Estimates IDs (maximum 50)
    • Job
    • Project
    • Job Number
    • Sold By
    • Sold By Employee
    • Active
    • Status
    • Total greater
    • Total less
    • Sold after
    • Sold before
    • Created before
    • Created on or after
    • Modified before
    • Modified on or after
    Trigger
    Polling
    Try It
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About Microsoft Outlook
Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
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About ServiceTitan
ServiceTitan is a mobile, cloud-based software platform that helps home services companies streamline operations, improve customer service, and increase sales.
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