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How to Integrate ServiceTitan & Mailchimp

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

Popular Automation Workflows

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

When: Invoice Paid → Then: Add/Update Subscriber
When: Technician Dispatched → Then: Archive Subscriber
When: Business Units Data → Then: Create Campaign
When: Employees Data → Then: Campaign Report
When: New Project → Then: Click Report

ServiceTitan Triggers

Events that happen in ServiceTitan to start an automation.

  • Trigger
    Invoice Paid
    Triggers when an invoice is fully paid.
  • Trigger
    Technician Dispatched
    Triggers when a technician is routed to a location.
  • Trigger
    Business Units Data
    Business Units Data
  • Trigger
    Employees Data
    Employees Data
  • Trigger
    New Project
    New Project
  • Trigger
    Tag types
    Tag types
  • Trigger
    Task Priorities Data
    Task Priorities Data
  • Trigger
    Task Resolutions Data
    Task Resolutions Data
  • Trigger
    Task Resolution Types Data
    Task Resolution Types Data
  • Trigger
    Task Sources Data
    Task Sources Data
  • Trigger
    Task Types Data
    Task Types Data
  • Trigger
    List Activity Codes
    List Activity Codes
  • Trigger
    New Appointment Assignments
    New Appointment Assignments
  • Trigger
    New Appointment
    New Appointment
  • Trigger
    New Appointment
    New Appointment
  • Trigger
    Booking Providers
    Booking Providers
  • Trigger
    New Booking
    New Booking
  • Trigger
    Booking
    Booking
  • Trigger
    New Business Unit
    New Business Unit
  • Trigger
    List Call Reasons
    List Call Reasons
  • Trigger
    New Call
    New Call
  • Trigger
    List Calls
    List Calls
  • Trigger
    Campaigns
    Campaigns
  • Trigger
    New Customer
    New Customer
  • Trigger
    List Customers
    List Customers
  • Trigger
    Search Discount And Fees
    Search Discount And Fees
  • Trigger
    New Employee
    New Employee
  • Trigger
    List Employees
    List Employees
  • Trigger
    Equipments
    Equipments
  • Trigger
    List Estimate Items
    List Estimate Items
  • Trigger
    New Estimate
    New Estimate
  • Trigger
    List Estimate
    List Estimate
  • Trigger
    List Forms
    List Forms
  • Trigger
    New Form Submissions
    New Form Submissions
  • Trigger
    List Installed Equipments
    List Installed Equipments
  • Trigger
    New Invoice
    New Invoice
  • Trigger
    New Invoice
    New Invoice
  • Trigger
    List Job hold reasons
    List Job hold reasons
  • Trigger
    New Job or Project Note
    New Job or Project Note
  • Trigger
    New Job
    New Job
  • Trigger
    List Jobs
    List Jobs
  • Trigger
    Job types
    Job types
  • Trigger
    New Lead Notes
    New Lead Notes
  • Trigger
    New Lead
    New Lead
  • Trigger
    List Leads
    List Leads
  • Trigger
    New Location
    New Location
  • Trigger
    List Locations DD
    List Locations DD
  • Trigger
    Materials
    Materials
  • Trigger
    Memberships
    Memberships
  • Trigger
    New Equipment
    New Equipment
  • Trigger
    New Non Job
    New Non Job
  • Trigger
    Non Jobs
    Non Jobs
  • Trigger
    New Payment
    New Payment
  • Trigger
    New Payment
    New Payment
  • Trigger
    List Projects
    List Projects
  • Trigger
    List Projects Statuses
    List Projects Statuses
  • Trigger
    List Projects Sub Statuses
    List Projects Sub Statuses
  • Trigger
    New Purchase Order
    New Purchase Order
  • Trigger
    Purchase Order
    Purchase Order
  • Trigger
    Purchase Order Types
    Purchase Order Types
  • Trigger
    Services
    Services
  • Trigger
    New Tags
    New Tags
  • Trigger
    New Technician
    New Technician
  • Trigger
    New Technician
    New Technician
  • Trigger
    List Timesheet Codes
    List Timesheet Codes
  • Trigger
    Trucks
    Trucks
  • Trigger
    Updated Call
    Updated Call
  • Trigger
    Updated Equipment
    Updated Equipment
  • Trigger
    Updated Estimate
    Updated Estimate
  • Trigger
    User Roles Employee
    User Roles Employee
  • Trigger
    User Roles Technician
    User Roles Technician
  • Trigger
    List Vendors
    List Vendors
  • Trigger
    Fetch Custom Actions
    Fetch Custom Actions
  • Trigger
    Business Units Data
    Business Units Data
  • Trigger
    Employees Data
    Employees Data
  • Trigger
    New Project
    New Project
  • Trigger
    Tag types
    Tag types
  • Trigger
    Task Priorities Data
    Task Priorities Data
  • Trigger
    Task Resolutions Data
    Task Resolutions Data
  • Trigger
    Task Resolution Types Data
    Task Resolution Types Data
  • Trigger
    Task Sources Data
    Task Sources Data
  • Trigger
    Task Types Data
    Task Types Data
  • Trigger
    List Activity Codes
    List Activity Codes
  • Trigger
    New Appointment Assignments
    New Appointment Assignments
  • Trigger
    New Appointment
    New Appointment
  • Trigger
    New Appointment
    New Appointment
  • Trigger
    Booking Providers
    Booking Providers
  • Trigger
    New Booking
    New Booking
  • Trigger
    Booking
    Booking
  • Trigger
    New Business Unit
    New Business Unit
  • Trigger
    List Call Reasons
    List Call Reasons
  • Trigger
    New Call
    New Call
  • Trigger
    List Calls
    List Calls
  • Trigger
    Campaigns
    Campaigns
  • Trigger
    New Customer
    New Customer
  • Trigger
    List Customers
    List Customers
  • Trigger
    Search Discount And Fees
    Search Discount And Fees
  • Trigger
    New Employee
    New Employee
  • Trigger
    List Employees
    List Employees
  • Trigger
    Equipments
    Equipments
  • Trigger
    List Estimate Items
    List Estimate Items
  • Trigger
    New Estimate
    New Estimate
  • Trigger
    List Estimate
    List Estimate
  • Trigger
    List Forms
    List Forms
  • Trigger
    New Form Submissions
    New Form Submissions
  • Trigger
    List Installed Equipments
    List Installed Equipments
  • Trigger
    New Invoice
    New Invoice
  • Trigger
    New Invoice
    New Invoice
  • Trigger
    List Job hold reasons
    List Job hold reasons
  • Trigger
    New Job or Project Note
    New Job or Project Note
  • Trigger
    New Job
    New Job
  • Trigger
    List Jobs
    List Jobs
  • Trigger
    Job types
    Job types
  • Trigger
    New Lead Notes
    New Lead Notes
  • Trigger
    New Lead
    New Lead
  • Trigger
    List Leads
    List Leads
  • Trigger
    New Location
    New Location
  • Trigger
    List Locations DD
    List Locations DD
  • Trigger
    Materials
    Materials
  • Trigger
    Memberships
    Memberships
  • Trigger
    New Equipment
    New Equipment
  • Trigger
    New Non Job
    New Non Job
  • Trigger
    Non Jobs
    Non Jobs
  • Trigger
    New Payment
    New Payment
  • Trigger
    New Payment
    New Payment
  • Trigger
    List Projects
    List Projects
  • Trigger
    List Projects Statuses
    List Projects Statuses
  • Trigger
    List Projects Sub Statuses
    List Projects Sub Statuses
  • Trigger
    New Purchase Order
    New Purchase Order
  • Trigger
    Purchase Order
    Purchase Order
  • Trigger
    Purchase Order Types
    Purchase Order Types
  • Trigger
    Services
    Services
  • Trigger
    New Tags
    New Tags
  • Trigger
    New Technician
    New Technician
  • Trigger
    New Technician
    New Technician
  • Trigger
    List Timesheet Codes
    List Timesheet Codes
  • Trigger
    Trucks
    Trucks
  • Trigger
    Updated Call
    Updated Call
  • Trigger
    Updated Equipment
    Updated Equipment
  • Trigger
    Updated Estimate
    Updated Estimate
  • Trigger
    User Roles Employee
    User Roles Employee
  • Trigger
    User Roles Technician
    User Roles Technician
  • Trigger
    List Vendors
    List Vendors
  • Trigger
    Fetch Custom Actions
    Fetch Custom Actions

Mailchimp Actions

What Mailchimp will do automatically when triggered.

  • Action
    Add/Update Subscriber
    Adds a new subscriber to an audience.
  • Action
    Archive Subscriber
    Archive Subscriber
  • Action
    Create Campaign
    Create Campaign
  • Action
    Campaign Report
    Campaign Report
  • Action
    Click Report
    Click Report
  • Action
    Create Tag
    Create Tag
  • Action
    Create Custom Event
    Create Custom Event
  • Action
    Create Audience
    Create Audience
  • Action
    Add/Update Subscriber
    Add/Update Subscriber
  • Action
    Permanently Delete Member
    Permanently Delete Member
  • Action
    Unsubscribe or Delete Contact
    Unsubscribe or Delete Contact
  • Action
    Remove Subscriber from Tag
    Remove Subscriber from Tag
  • Action
    Send Campaign
    Send Campaign
  • Action
    Add Note to Subscriber
    Add Note to Subscriber
  • Action
    Add Subscriber to Tag
    Add Subscriber to Tag
  • Action
    Custom Actions (Beta)
    Custom Actions (Beta)
  • Action
    API Request (Beta)
    API Request (Beta)

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