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How to use this workflow (5 minutes)
Templates
Create a new job in PEP Cloud when a new job is created in ServiceTitan
Workload Team
May 24, 2023
Create a new job in PEP Cloud when a new job is created in ServiceTitan
Anytime someone creates a job in ServiceTitan, lookup whether or not the client already exists in PEP and create a new job for that client. Optionally create the client in PEP if it does not already exist.
Created by Workload Team
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This workflow connects the following 2 apps
ServiceTitan
ServiceTitan is a popular field service management (FSM) solution used by over 4,400 service businesses and over 100,000 contractors.
PEP Cloud
PEP Cloud is a sales, estimating, and business management tool for everyone, but especially painting contractors.
Other ways to integrate ServiceTitan with PEP Cloud
View the other ways you can connect ServiceTitan and PEP Cloud using the Workload platform
Tags
pep-cloud
servicetitan
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