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Automate Calendly & ServiceTitan
Stop paying for mismatched spreadsheets. Sync data between Calendly and ServiceTitan in real-time, so you can manage your operations without the busywork.
Custom API Integration
Secure Data Transfer
Done-For-You Setup
How the Data Flows
graph LR
subgraph Source ["Calendly"]
T1(["Active Scheduled Events Dropdown"])
end
subgraph Middleware ["Enterprise Integration Core"]
W[CRON API
Poller] --> V{Validation
& Auth}
V -->|Fail| DLQ[Dead Letter
Queue]
V -->|Pass| Map[Data Mapping
& Transformation]
Map --> Retry[Rate Limiting
& Retries]
end
subgraph Target ["ServiceTitan"]
A1(["Apply Tag to Customer"])
end
T1 -->|JSON Payload| W
Retry -->|Authenticated API POST| A1
style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px
style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff
style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff
style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff
Top Ways to Automate Calendly & ServiceTitan
- Automated Appointment Scheduling: Eliminate manual scheduling by automatically syncing appointments from Calendly to ServiceTitan, ensuring that your field service team is always aware of their upcoming jobs without the risk of double bookings.
- Real-Time Availability Updates: Instantly reflect changes in your team's availability across both platforms, allowing customers to book appointments based on accurate, up-to-date information, enhancing customer satisfaction and trust.
- Seamless Customer Data Transfer: Automatically transfer customer information and appointment details from Calendly to ServiceTitan, streamlining your workflow and enabling your team to access critical service history and customer interactions at a glance.
How to Build the Calendly → ServiceTitan Sync
- Set up a webhook in Calendly to listen for the 'invitee.created' event. This will trigger whenever a new appointment is scheduled.
- Configure the webhook to send a POST request to your designated endpoint, including the payload data such as 'event.start_time', 'event.end_time', 'invitee.email', and 'invitee.name'.
- On your server, create an endpoint that receives the webhook data and extracts the relevant fields.
- Use the ServiceTitan REST API to insert the new appointment. Make a POST request to the '/appointments' endpoint with the following JSON payload: {'start_time': 'event.start_time', 'end_time': 'event.end_time', 'customer_email': 'invitee.email', 'customer_name': 'invitee.name'}.
- Ensure that the response from ServiceTitan is logged to confirm successful insertion or to handle any errors.
Developer Warnings & API Gotchas
- Ensure the time zone of the 'start_time' and 'end_time' in the Calendly payload matches the time zone expected by ServiceTitan to avoid scheduling errors.
- Be cautious with the data types; ServiceTitan may expect 'start_time' and 'end_time' in ISO 8601 format, while Calendly may provide them in a different format.
- Check for duplicate entries in ServiceTitan; if the same invitee books multiple appointments, your logic should handle this to prevent creating redundant records.
Supported API Operations
We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.
-
When this happens in Calendly... Active Scheduled Events DropdownDo this in ServiceTitan Apply Tag to Customer
-
When this happens in Calendly... Contact CreatedDo this in ServiceTitan Assign Technicians
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When this happens in Calendly... Contact DeletedDo this in ServiceTitan Attach Job
-
When this happens in Calendly... Contact UpdatedDo this in ServiceTitan Cancel Appointment
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When this happens in Calendly... Event CanceledDo this in ServiceTitan Create Appointment
SyncMatrix Experts
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