Connect WhatConverts to ServiceTitan

This article explains how to connect WhatConverts to ServiceTitan through Zapier to automatically send appointment and invoice data from ServiceTitan to WhatConverts.

Before You Begin

To set up this integration, you will need:

• A ServiceTitan account with the correct permissions (Admin access or the Manage API Application Access permission enabled)
• A Zapier account
• Your WhatConverts API key:
  • For Master Account integrations: Generate a Master API Key
  • For Profile integrations: Generate a Profile API Key

Locate Your ServiceTitan API Credentials

Before creating your Zapier workflows, you need to obtain your ServiceTitan API credentials. These credentials are required to authenticate the connection between ServiceTitan and Zapier.

If you’re not seeing the API Application Access page in ServiceTitan under “Settings” and then “Integrations”, your user account does not currently have the Manage API Application Access permission. You will need to contact a ServiceTitan admin to grant you this permission.

Once you have the required permission, locate your credentials as follows:

• Tenant ID: In ServiceTitan, go to “Settings”, then select “Integrations”, then select “API Application Access”. Your Tenant ID appears in the upper-right corner of the page.
• Client ID and Client Secret: From the API Application Access page, select “Connect New App” or edit an existing connection. An admin can then generate the credentials. The Client Secret is only shown once, so be sure to copy and store it securely.

Understand the Data Flow Options

The ServiceTitan integration supports bidirectional data flow through separate Zapier workflows:

From ServiceTitan to WhatConverts

• Send appointment data to track which marketing sources generate bookings
  • Follow the step-by-step instructions in the Send Appointments from ServiceTitan to WhatConverts article to create the appointments workflow
• Send invoice data to measure revenue attribution and marketing ROI
  • Follow the step-by-step instructions in the Send Transactions and Sales Value from ServiceTitan to WhatConverts article to create the invoices workflow

From WhatConverts to ServiceTitan

• Send new lead data to automatically create customer records in ServiceTitan
  • Follow the step-by-step instructions in the Send Lead Data from WhatConverts to ServiceTitan article to create the lead-to-customer workflow
• Keep your ServiceTitan customer database updated with leads from your marketing efforts

Test Your Connection

After setting up your Zapier workflows:

1. Create a test record in the source platform (appointment, invoice, or lead, depending on your workflow).
2. Verify that the Zapier workflow triggers and completes successfully.
3. Check the destination platform to confirm that the data was created with the correct information.
4. Review the Validate and Troubleshoot Your ServiceTitan Integration article if you encounter any issues during testing.

Related Topics

• What is the ServiceTitan Integration?
• Understand the ServiceTitan Integration
• Send Appointments from ServiceTitan to WhatConverts
• Send Transactions and Sales Value from ServiceTitan to WhatConverts
• Validate and Troubleshoot Your ServiceTitan Integration