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How to Integrate CompanyCam & ServiceTitan

Automate your business. Connect CompanyCam to ServiceTitan and sync data automatically without writing code.

Popular Automation Workflows

Here are the most powerful ways businesses connect these two platforms:

When: Checklist Completed → Then: Apply Tag to Customer
When: List Checklist Template → Then: Assign Technicians
When: New Document → Then: Attach Job
When: List of project labels → Then: Cancel Appointment
When: Photo Tagged → Then: Create Appointment

CompanyCam Triggers

Events that happen in CompanyCam to start an automation.

  • Trigger
    Checklist Completed
    Checklist Completed
  • Trigger
    List Checklist Template
    List Checklist Template
  • Trigger
    New Document
    New Document
  • Trigger
    List of project labels
    List of project labels
  • Trigger
    Photo Tagged
    Photo Tagged
  • Trigger
    New Photo
    New Photo
  • Trigger
    Project Labeled
    Project Labeled
  • Trigger
    New Project
    New Project
  • Trigger
    List of tags
    List of tags

ServiceTitan Actions

What ServiceTitan will do automatically when triggered.

  • Action
    Apply Tag to Customer
    Apply Tag to Customer
  • Action
    Assign Technicians
    Assign Technicians
  • Action
    Attach Job
    Attach Job
  • Action
    Cancel Appointment
    Cancel Appointment
  • Action
    Create Appointment
    Create Appointment
  • Action
    Create Booking Contact
    Create Booking Contact
  • Action
    Create Booking
    Create Booking
  • Action
    Create Customer
    Create Customer
  • Action
    Create Customer Contact
    Create Customer Contact
  • Action
    Create Customer Note
    Create Customer Note
  • Action
    Create Employee
    Create Employee
  • Action
    Create Estimate
    Create Estimate
  • Action
    Create Installed Equipments
    Create Installed Equipments
  • Action
    Create Invoice Adjustment
    Create Invoice Adjustment
  • Action
    Create Job
    Create Job
  • Action
    Create Job Attachments
    Create Job Attachments
  • Action
    Create Job or Project Note
    Create Job or Project Note
  • Action
    Create Lead
    Create Lead
  • Action
    Create Lead Attribution Booking
    Create Lead Attribution Booking
  • Action
    Create Lead Attribution Call
    Create Lead Attribution Call
  • Action
    Create Lead Attribution Form
    Create Lead Attribution Form
  • Action
    Create Lead Follow Up
    Create Lead Follow Up
  • Action
    Create Lead Form
    Create Lead Form
  • Action
    Create Lead Note
    Create Lead Note
  • Action
    Create Location
    Create Location
  • Action
    Create Location Contact
    Create Location Contact
  • Action
    Create Non Job Appointments
    Create Non Job Appointments
  • Action
    Create Payroll Adjustments
    Create Payroll Adjustments
  • Action
    Create Project
    Create Project
  • Action
    Create Purchase Order
    Create Purchase Order
  • Action
    Create Sub Task
    Create Sub Task
  • Action
    Create Task
    Create Task
  • Action
    Create Technician
    Create Technician
  • Action
    Create Timesheet
    Create Timesheet
  • Action
    Detach Job
    Detach Job
  • Action
    Dismiss Lead
    Dismiss Lead
  • Action
    Hold Appointment
    Hold Appointment
  • Action
    Remove Hold Appointment
    Remove Hold Appointment
  • Action
    Reschedule Appointment
    Reschedule Appointment
  • Action
    Unassigns Technicians
    Unassigns Technicians
  • Action
    Update Customer
    Update Customer
  • Action
    Update Employee
    Update Employee
  • Action
    Employee Account Actions
    Employee Account Actions
  • Action
    Update Estimate Items
    Update Estimate Items
  • Action
    Update Installed Equipments
    Update Installed Equipments
  • Action
    Update Invoice
    Update Invoice
  • Action
    Update Invoice Items
    Update Invoice Items
  • Action
    Update Job
    Update Job
  • Action
    Update Lead
    Update Lead
  • Action
    Update Location
    Update Location
  • Action
    Update Project
    Update Project
  • Action
    Update Purchase Order
    Update Purchase Order
  • Action
    Update Technician
    Update Technician
  • Action
    Technician Account Actions
    Technician Account Actions
  • Action
    Custom Actions (Beta)
    Custom Actions (Beta)
  • Action
    API Request (Beta)
    API Request (Beta)
  • Action
    Apply Tag to Customer
    Apply Tag to Customer
  • Action
    Assign Technicians
    Assign Technicians
  • Action
    Attach Job
    Attach Job
  • Action
    Cancel Appointment
    Cancel Appointment
  • Action
    Create Appointment
    Create Appointment
  • Action
    Create Booking Contact
    Create Booking Contact
  • Action
    Create Booking
    Create Booking
  • Action
    Create Customer
    Create Customer
  • Action
    Create Customer Contact
    Create Customer Contact
  • Action
    Create Customer Note
    Create Customer Note
  • Action
    Create Employee
    Create Employee
  • Action
    Create Estimate
    Create Estimate
  • Action
    Create Installed Equipments
    Create Installed Equipments
  • Action
    Create Invoice Adjustment
    Create Invoice Adjustment
  • Action
    Create Job
    Create Job
  • Action
    Create Job Attachments
    Create Job Attachments
  • Action
    Create Job or Project Note
    Create Job or Project Note
  • Action
    Create Lead
    Create Lead
  • Action
    Create Lead Attribution Booking
    Create Lead Attribution Booking
  • Action
    Create Lead Attribution Call
    Create Lead Attribution Call
  • Action
    Create Lead Attribution Form
    Create Lead Attribution Form
  • Action
    Create Lead Follow Up
    Create Lead Follow Up
  • Action
    Create Lead Form
    Create Lead Form
  • Action
    Create Lead Note
    Create Lead Note
  • Action
    Create Location
    Create Location
  • Action
    Create Location Contact
    Create Location Contact
  • Action
    Create Non Job Appointments
    Create Non Job Appointments
  • Action
    Create Payroll Adjustments
    Create Payroll Adjustments
  • Action
    Create Project
    Create Project
  • Action
    Create Purchase Order
    Create Purchase Order
  • Action
    Create Sub Task
    Create Sub Task
  • Action
    Create Task
    Create Task
  • Action
    Create Technician
    Create Technician
  • Action
    Create Timesheet
    Create Timesheet
  • Action
    Detach Job
    Detach Job
  • Action
    Dismiss Lead
    Dismiss Lead
  • Action
    Hold Appointment
    Hold Appointment
  • Action
    Remove Hold Appointment
    Remove Hold Appointment
  • Action
    Reschedule Appointment
    Reschedule Appointment
  • Action
    Unassigns Technicians
    Unassigns Technicians
  • Action
    Update Customer
    Update Customer
  • Action
    Update Employee
    Update Employee
  • Action
    Employee Account Actions
    Employee Account Actions
  • Action
    Update Estimate Items
    Update Estimate Items
  • Action
    Update Installed Equipments
    Update Installed Equipments
  • Action
    Update Invoice
    Update Invoice
  • Action
    Update Invoice Items
    Update Invoice Items
  • Action
    Update Job
    Update Job
  • Action
    Update Lead
    Update Lead
  • Action
    Update Location
    Update Location
  • Action
    Update Project
    Update Project
  • Action
    Update Purchase Order
    Update Purchase Order
  • Action
    Update Technician
    Update Technician
  • Action
    Technician Account Actions
    Technician Account Actions
  • Action
    Custom Actions (Beta)
    Custom Actions (Beta)
  • Action
    API Request (Beta)
    API Request (Beta)

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