Automate ServiceTitan & Keap

Stop paying for mismatched spreadsheets. Sync data between ServiceTitan and Keap in real-time, so you can manage your operations without the busywork.

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Custom API Integration

Secure Data Transfer

Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["ServiceTitan"]
        T1(["Booking"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[Webhook
Listener] --> V{Validation
& Auth}
        V -->|Fail| DLQ[Dead Letter
Queue]
        V -->|Pass| Map[Data Mapping
& Transformation]
        Map --> Retry[Rate Limiting
& Retries]
    end
    
    subgraph Target ["Keap"]
        A1(["Add a Product to an Invoice"])
    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

When ServiceTitan and Keap operate in isolation, technicians often complete jobs without updating customer records in Keap. This leads to lost opportunities for follow-up marketing and customer relationship management. For instance, if a technician records a job completion in ServiceTitan but fails to transfer that data to Keap, the sales team is left without crucial information about recent customer interactions. This results in wasted hours as the sales team manually cross-references job records with customer data, creating a bottleneck in their workflow.

Top Ways to Automate ServiceTitan & Keap

Automated Customer Onboarding: Streamline the onboarding process by automatically transferring new customer data from ServiceTitan to Keap, ensuring that your sales and marketing teams have immediate access to accurate information.
Real-Time Service Updates: Keep your team informed with automated notifications that update Keap whenever a service appointment is scheduled or completed in ServiceTitan, enhancing communication and customer engagement.
Integrated Follow-Up Campaigns: Utilize customer service history from ServiceTitan to trigger personalized follow-up campaigns in Keap, allowing for timely upselling and improved customer retention.

How to Build the ServiceTitan → Keap Sync

In ServiceTitan, configure a Standard Webhook to trigger on the 'Job Completed' event. This webhook should be set to send a POST request to your integration endpoint.
Your integration endpoint should listen for incoming requests from ServiceTitan. The payload will include essential job data such as 'customer_id', 'job_id', and 'completion_date'.
Extract the relevant fields from the incoming payload. For example, pull 'customer_id' to identify the customer in Keap, and 'job_id' to associate the job with the customer record.
Use the Keap REST API to insert a new record. Make a POST request to the endpoint '/contacts' with the extracted data. Include the 'customer_id' in the body to ensure the correct contact is updated.
Map the job details to the appropriate fields in Keap, such as adding notes about the job in the 'notes' field of the contact record.

Developer Warnings & API Gotchas

Ensure that the 'customer_id' from ServiceTitan matches the format expected by Keap; discrepancies in ID formats can lead to failed API calls.
Be cautious with the 'job_id' data; if it contains special characters, it may need to be URL-encoded before sending to Keap.
When mapping job completion notes, verify that the notes field in Keap can accommodate the length of the data being sent; truncation may occur if limits are exceeded.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

When this happens in ServiceTitan... Booking

Do this in Keap Add a Product to an Invoice
When this happens in ServiceTitan... Booking Providers

Do this in Keap Create Company
When this happens in ServiceTitan... Business Units Data

Do this in Keap Create Invoice
When this happens in ServiceTitan... Campaigns

Do this in Keap Create Note
When this happens in ServiceTitan... Employees Data

Do this in Keap Create Product

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I can see you're looking at mapping ServiceTitan to Keap. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?