ServiceTitan email and SMS, set up by your agent.
Sequence reads your ServiceTitan customers, leads, estimates, jobs and appointments, and turns them into contacts and events. Your agent wires those events to email and text sequences, such as estimate follow-up, appointment reminders and technician notices.
When an estimate is presented and not sold within three days, text the homeowner, then email the options again a week later.
What your agent does
- Step 1
connect_integration
Connects your ServiceTitan tenant
With your tenant ID and app credentials. Sequence syncs customers and their contact details, and announces events for the job types you choose.
Excerpt of the call
{ "provider": "servicetitan", "tenant_id": "…", "client_id": "…", "client_secret": "…", "app_key": "…" } - Step 2
get_integration
Reports sync status
Shows the connection, its settings and any deliveries that failed, without ever returning your credentials.
- Step 3
create_audience
Segments by membership and purchase history
Each synced customer carries flags such as member status, membership status and how long since their last purchase, ready for dynamic audiences.
- Step 4
create_sequence
Starts on a ServiceTitan event
Deals, leads and appointments each have their own events. A filter narrows a sequence to a stage, job type or business unit.
Excerpt of the call
{ "name": "Estimate follow-up", "trigger_type": "event", "trigger_event_name": "deal.stage_changed", "trigger_filter": [ { "prop": "stage_to", "op": "eq", "value": "Estimates presented" } ] } - Step 5
add_step
Adds the texts and emails
Time steps from the event, or from the appointment's start time, such as a reminder the evening before.
- Step 6
list_events
Shows what ServiceTitan sent
Recent events with their properties, so your agent can check a filter against real data.
The same job, without a builder.
Builder-style marketing tools make you assemble every piece by hand. With Sequence, your agent does the assembly from one sentence, and you review the result.
In a builder, you
- Map CRM fields to marketing fields in a sync settings screen
- Build a separate workflow for every pipeline stage and job type
- Stack AND/OR rules to keep the wrong customers out of each segment
- Paste merge tags for appointment times into every message
- Re-test the whole setup every time the CRM changes
With Sequence, you
Type one sentence. Your agent makes 6 calls:
- connect_integration
- get_integration
- create_audience
- create_sequence
- add_step
- list_events
What syncs from ServiceTitan
Customers and their contact details become Sequence contacts. Memberships and invoices add flags to each contact that your audiences can use.
ServiceTitan's own contact preferences carry over. A customer marked do not mail, do not text, or with marketing updates turned off is opted out in Sequence too.
- crm_member
- Whether the customer has an active membership.
- crm_membership_status
- Active, suspended, expired, canceled or none.
- crm_last_purchase_bucket
- Never, 0 to 6 months, 6 to 12 months, 1 to 2 years, or over 2 years.
- crm_customer_type
- Residential or commercial, as ServiceTitan records it.
ServiceTitan events that can start a sequence
Sequence checks ServiceTitan every five minutes. Only leads, jobs and appointments created after you turn events on are announced, so connecting never floods old customers with messages.
- Leads and bookings
- crm_lead.created, crm_lead.archived and crm_lead.deleted.
- Estimates and jobs
- deal.created, deal.stage_changed, deal.won and deal.lost, with the job type, business unit and estimate values.
- Appointments
- appointment.scheduled, updated, completed and canceled, for the job types you choose.
- Technicians
- appointment.assigned goes to the assigned technician, so staff sequences can text them the job details.
Read-only by design
Sequence only reads from ServiceTitan. It never creates, edits or deletes anything in your account, so a mistake in a sequence cannot change a job, an invoice or a customer record.
Questions
Does Sequence write anything back to ServiceTitan?
No. The integration is read-only.
Will connecting text all my existing customers?
No. The customer sync announces nothing, and events start only for leads, jobs and appointments created after you turn events on.
Which appointments trigger messages?
Appointments on the job types you choose when you turn on events, such as estimates and installs.
How quickly do events arrive?
Sequence checks ServiceTitan every five minutes.
Ask your agent. Sequence sends.
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