With ServiceTitan modulesThe module is an application or tool within the Boost.space system. The entire system is built on this concept of modularity. (module - Contacts) in Boost.spaceCentralization and synchronization platform, where you can organize and manage your data. IntegratorPart of the Boost.space system, where you can create your connections and automate your processes., you can create tasks, job notes, and jobs, upload attachments, watch jobs, search for adjustments, receipts, and customers, and make API calls.
To get started with ServiceTitan, refer to the ServiceTitan Getting Access API documentation. You must have a Developer account to set up the integration with Boost.space Integrator and a ServiceTitan adminAdmins in Boost.space have exclusive access to system settings. They manage the overall system setup, including appearance, language, currency, user settings, and the availability of individual modules to users and teams. account to create client credentials.
Refer to the ServiceTitan API documentation for a list of available endpoints.
To connect your ServiceTitan account to Boost.space Integrator, you must do the following:
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Developer Account – create a custom app and obtain the application key
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Customer Admin Account – connect the app and generate Client ID and Secret values
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Make Account – establish the connectionUnique, active service acces point to a network. There are different types of connections (API key, Oauth…). in Boost.space Integrator
You must have a Developer account to perform the following:
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Log in to your ServiceTitan Developer account. Select either the integration or production environment, depending on which environment your app will be used in.
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Click the + New App button.
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Enter all App details for your custom appCreate your own custom apps to be used in the integrator engine and share them with users in your organization., including the Tenant(s) that will use the custom app and the necessary API Scopes. For additional details, refer to the ServiceTitan Create an App API documentation.
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Click the Create App button. You will return to the My Apps page.
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Next to your new app, click Edit.
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Copy the Application Key and store it in a safe place as you will use this key to create the connection in Boost.space Integrator.
You must have ServiceTitan Customer Administrator permissions to perform the following:
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Log in to your ServiceTitan Customer Administrator account using either the integration log in or production log in, depending on which environment you created the custom app in.
Note: Client ID and Secret values are unique to the specific app and the specific environment. They are not shared between the integration and production environments.
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In the top right corner of the page, click the Settings icon.
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In the left sidebar, click Integrations > API Application Access.
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Click the Connect New App button.
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Select the custom app you created and click the Connect button.
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Click the Allow Access button.
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Copy the Tenant ID, Client ID, and Client Secret and store them in a safe place. You will use these credentials to create the connection in Boost.space Integrator.
To establish the connection:
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Log in to your Boost.space Integrator account, add a ServiceTitan moduleThe module is an application or tool within the Boost.space system. The entire system is built on this concept of modularity. (module - Contacts) to your scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive., and click Create a connection.
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Optional: In the Connection name field, enter a name for the connection.
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In the Client ID and Client Secret fields, enter the values created in the Connect the ServiceTitan App and Generate Client ID and Secret Values section.
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Enter the tenant ID in the Tenant field.
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In the Application Key field, enter the application key of the custom app created in the Create a ServiceTitan Custom App and Obtain the Application Key section.
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To connect to the integration environment, select Yes in the Integration Environment field. To connect to the production environment, select No.
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Click Save.
Build ServiceTitan ScenariosA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive.
After connecting the app, you can perform the following actions:
TriggersEvery scenario has a trigger, an event that starts your scenario. A scenario must have a trigger. There can only be one trigger for each scenario. When you create a new scenario, the first module you choose is your trigger for that scenario. Create a trigger by clicking on the empty module of a newly created scenario or moving the...
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Watch Jobs
Actions
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Create a Task
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Create a Job Note
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Create a Job
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Upload an Attachment
Searches
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Search Adjustments
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Search Receipts
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Search Customers
Other
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Make an API Call