ServiceTitan logo + Monday logo

Automate ServiceTitan & Monday

Stop paying for mismatched spreadsheets. Sync data between ServiceTitan and Monday 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 ["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 ["Monday"] A1(["Archive Board"]) 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 Monday operate independently, field technicians often complete jobs without their updates reflecting in project management. For instance, if a technician finishes a job and updates the status in ServiceTitan, that information may not reach the project managers in Monday. This results in project timelines being inaccurate, as managers might still see the job as 'in progress.' Consequently, project managers waste hours manually checking ServiceTitan for updates and entering data into Monday, leading to confusion and potential project delays.

Top Ways to Automate ServiceTitan & Monday

  • Automated Job Scheduling: Seamlessly sync job details from ServiceTitan to monday.com, ensuring that your project management team has real-time access to field service schedules, reducing the risk of double bookings and enhancing resource allocation.
  • Real-Time Status Updates: Automatically update project statuses in monday.com based on changes in ServiceTitan, providing your teams with instant visibility into job progress and enabling proactive communication with clients.
  • Streamlined Reporting: Generate comprehensive reports that pull data from both platforms, allowing for in-depth analysis of performance metrics and operational efficiency, empowering your leadership team to make informed decisions.

How to Build the ServiceTitan → Monday Sync

  1. Set up a webhook in ServiceTitan to listen for job completion events. Use the endpoint https://api.servicetitan.com/v1/webhooks/job_completed.
  2. Configure the webhook to send a payload that includes the job ID, technician name, and completion timestamp.
  3. In your server, create an endpoint that receives the webhook data. Extract the job ID, technician name, and completion timestamp from the payload.
  4. Use the Monday REST API to insert a new item in the relevant board. POST to https://api.monday.com/v2 with a JSON body that includes the extracted data. For example:
  5. {"query":"mutation { create_item (board_id: YOUR_BOARD_ID, item_name: \"Job Completed: " + technician_name + "\", column_values: \"{\"job_id\": \"" + job_id + "\", \"completion_timestamp\": \"" + completion_timestamp + "\"}\") { id } }"}
  6. Test the integration by completing a job in ServiceTitan and verifying that a new item appears in Monday with the correct details.

Developer Warnings & API Gotchas

  • Ensure that the job ID sent from ServiceTitan matches the item format expected in Monday; mismatches can lead to failed inserts.
  • Be cautious with date formats; ServiceTitan might send timestamps in UTC while Monday may require a specific format, causing data parsing errors.
  • Verify that the technician name is correctly mapped to the corresponding user in Monday; otherwise, the job item may not reflect the correct ownership.

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 Monday Archive Board
  • When this happens in ServiceTitan... Booking Providers
    Do this in Monday Archive Group
  • When this happens in ServiceTitan... Business Units Data
    Do this in Monday Archive Item
  • When this happens in ServiceTitan... Campaigns
    Do this in Monday Create Board
  • When this happens in ServiceTitan... Employees Data
    Do this in Monday Create Column

SyncMatrix Experts

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