Automate Typeform & ServiceTitan

Stop paying for mismatched spreadsheets. Sync data between Typeform and ServiceTitan 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 ["Typeform"]
        T1(["Agent Conversation Finished"])
    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 Typeform and ServiceTitan operate independently, lead data from customer submissions often requires manual entry into ServiceTitan by the field service team. This process not only consumes valuable time but also introduces the risk of transcription errors, particularly with critical fields such as customer contact information and service requests. For example, a technician might receive a service request without the correct customer address, leading to wasted trips and frustrated clients.

Top Ways to Automate Typeform & ServiceTitan

Automated Lead Capture: Instantly transfer leads collected through Typeform directly into ServiceTitan, ensuring your sales team has real-time access to potential customers without manual entry.
Streamlined Job Scheduling: Automatically create and assign jobs in ServiceTitan based on responses from Typeform surveys, reducing scheduling conflicts and enhancing service delivery.
Enhanced Customer Insights: Sync customer feedback gathered via Typeform with ServiceTitan to generate actionable insights, allowing for tailored service offerings and improved customer satisfaction.

How to Build the Typeform → ServiceTitan Sync

In Typeform, navigate to the form you want to integrate and set up a webhook. Use the endpoint https://your-service-titan-url.com/api/v1/insert to send data.
Configure the webhook to trigger on form submission, ensuring you capture the necessary payload data such as answers for customer name, email, and service request details.
In the webhook settings, map the Typeform fields to the corresponding ServiceTitan fields. For instance, map answers[0].text to customer_name and answers[1].email to customer_email.
Set the webhook to POST the JSON payload to the ServiceTitan API, ensuring the content type is set to application/json.
Test the integration by submitting a Typeform entry and verifying that the data appears correctly in ServiceTitan.

Developer Warnings & API Gotchas

Ensure that the data types match between Typeform and ServiceTitan; for example, if ServiceTitan expects a string for customer_phone, ensure that the Typeform input is validated accordingly.
Be cautious with multi-choice questions in Typeform; the payload may return an array, which needs to be properly formatted before sending to ServiceTitan.
Watch for required fields in ServiceTitan; if a required field is missing from the Typeform submission, the API call will fail, and no data will be inserted.

Supported API Operations

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

When this happens in Typeform... Agent Conversation Finished

Do this in ServiceTitan Apply Tag to Customer
When this happens in Typeform... Automation Contact Action

Do this in ServiceTitan Assign Technicians
When this happens in Typeform... Fetch Custom Actions

Do this in ServiceTitan Attach Job
When this happens in Typeform... List Forms

Do this in ServiceTitan Cancel Appointment
When this happens in Typeform... List Workspaces

Do this in ServiceTitan Create Appointment

SyncMatrix Experts

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