Trello logo + ServiceTitan logo

Automate Trello & ServiceTitan

Stop paying for mismatched spreadsheets. Sync data between Trello and ServiceTitan 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 ["Trello"]
        T1(["Card Archived Legacy"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth} V -->|Fail| DLQ[Dead Letter
Queue] V -->|Pass| Map[Data Mapping
& Transformation] Map --> Retry[Rate Limiting
& Retries] end subgraph Target ["ServiceTitan"] A1(["Apply Tag to Customer"]) 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 Trello and ServiceTitan operate independently, project updates in Trello often do not reflect in ServiceTitan, leading to scheduling conflicts and missed appointments. For example, if a project manager updates a task's status in Trello, the field technicians may still receive outdated information, causing them to arrive at job sites unprepared. This results in wasted time for both the project management team and field staff, as they need to manually reconcile task statuses and customer appointments, leading to frustration and lost revenue.

Top Ways to Automate Trello & ServiceTitan

  • Automated Task Creation: Instantly create Trello cards from ServiceTitan work orders, ensuring that all tasks are tracked in one central location, reducing the risk of missed deadlines.
  • Real-Time Status Updates: Automatically update Trello cards based on changes in ServiceTitan, providing your team with real-time visibility into project progress and field service status.
  • Streamlined Reporting: Generate comprehensive reports that pull data from both Trello and ServiceTitan, allowing for better analysis of project timelines and resource allocation without manual data compilation.

How to Build the Trello → ServiceTitan Sync

  1. Set up a webhook in Trello to listen for card updates. Use the endpoint https://api.trello.com/1/cards/{id}/actions/updateCard to trigger on changes.
  2. In the webhook payload, extract the card's id, name, and due date to capture the relevant task details.
  3. Configure a REST API POST request to ServiceTitan's endpoint https://api.servicetitan.com/v1/tasks to insert or update the task information.
  4. Map the Trello data to ServiceTitan fields: set name to the task's name, due_date to the card's due, and include the Trello id for tracking.
  5. Test the integration by updating a Trello card and verifying that the corresponding task in ServiceTitan reflects the changes accurately.

Developer Warnings & API Gotchas

  • Ensure that the Trello card's due date is formatted correctly as ISO 8601 when sending to ServiceTitan; otherwise, the API may reject the request.
  • Be cautious with the Trello card ID mapping; if the card is archived or deleted, the corresponding task in ServiceTitan may not have a valid reference, leading to data integrity issues.
  • When handling multiple updates in quick succession, implement a queuing mechanism to prevent duplicate task entries in ServiceTitan, as the webhook may trigger multiple times for a single card update.

Supported API Operations

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

  • When this happens in Trello... Card Archived (Legacy)
    Do this in ServiceTitan Apply Tag to Customer
  • When this happens in Trello... Card Due
    Do this in ServiceTitan Assign Technicians
  • When this happens in Trello... Card Moved to List
    Do this in ServiceTitan Attach Job
  • When this happens in Trello... Card Moved to List (Legacy)
    Do this in ServiceTitan Cancel Appointment
  • When this happens in Trello... Card Updated
    Do this in ServiceTitan Create Appointment

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