Automate ServiceTitan & SendGrid

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

Get This Workflow Built

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 ["SendGrid"]
        A1(["Create or Update Contact"])
    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 Sendgrid operate independently, field technicians often miss critical customer updates due to manual data entry errors. For instance, if a technician completes a job but fails to manually input the completion status into Sendgrid, the customer may receive an email indicating that their job is still pending. This leads to wasted time for the customer service team, who must handle follow-up inquiries and rectify the misinformation, ultimately impacting customer satisfaction.

Top Ways to Automate ServiceTitan & SendGrid

Automated Appointment Reminders: Seamlessly send personalized appointment reminders via email to customers using SendGrid, ensuring they never miss a scheduled service, thereby reducing no-shows and optimizing technician schedules.
Real-Time Service Updates: Automatically notify customers of service status updates, including technician arrival times and delays, enhancing transparency and improving customer trust and satisfaction.
Follow-Up and Feedback Requests: After service completion, trigger automated emails to gather customer feedback and encourage reviews, allowing your business to continuously improve and build a strong online reputation.

How to Build the ServiceTitan → SendGrid Sync

In ServiceTitan, set up a webhook trigger for job completion events. Use the endpoint: /api/v1/webhooks/job-completed.
Configure the webhook to send a payload containing the job ID, customer email, and job status.
On your server, listen for incoming POST requests at the configured webhook URL and extract the relevant data: job_id, customer_email, and job_status.
Prepare a JSON object with the extracted data to match Sendgrid's API requirements: { 'personalizations': [{ 'to': [{ 'email': customer_email }] }], 'from': { 'email': 'no-reply@yourcompany.com' }, 'subject': 'Job Completion Notification', 'content': [{ 'type': 'text/plain', 'value': 'Your job (ID: ' + job_id + ') has been completed with status: ' + job_status + '.' }] }.
Make a POST request to Sendgrid's endpoint: https://api.sendgrid.com/v3/mail/send with the JSON object as the body and include your Sendgrid API key in the headers.

Developer Warnings & API Gotchas

Ensure the job status is accurately mapped; if the status is 'completed', but the payload mistakenly sends 'in-progress', it will trigger incorrect communication.
Be cautious with customer email formatting; if the email is malformed or missing, Sendgrid will reject the request, leading to unnotified customers.
Double-check the webhook URL configuration in ServiceTitan; if it points to a non-existent endpoint, data will not be transmitted, causing a complete breakdown in communication.

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 SendGrid Create or Update Contact
When this happens in ServiceTitan... Booking Providers

Do this in SendGrid Find List by Name
When this happens in ServiceTitan... Business Units Data

Do this in SendGrid Send Email
When this happens in ServiceTitan... Campaigns

Do this in SendGrid Send Email (Legacy)

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