ServiceTitan Referral Program Integration

Connect ServiceTitan through Zapier to approve referrals when a referred customer's job is completed and send new referrals into ServiceTitan as Bookings.

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About Our ServiceTitan Referral Integration

ServiceTitan

via Zapier

What it does

Customer Feed | Referral Routing

ServiceTitan referral software

What You Can Do with ServiceTitan

ServiceTitan is the field service software home and commercial service companies use to book, dispatch and invoice their jobs. Connect it to Referral Rock, the referral software that runs your program, through Zapier.

When a referred customer's job is completed in ServiceTitan, the referral is approved and the reward goes out. New referrals land in ServiceTitan as Bookings, so your call center handles them like any other request.

Customer Feed (via Zapier): a completed ServiceTitan Job approves the matching referral across all your programs

Customer Feed (via Zapier): customers from completed Jobs can be added as members, ready to refer their neighbors

Referral Routing (via Zapier): new referrals become ServiceTitan Bookings or Leads, tagged as referrals

Use an Invoice or Payment trigger instead of a Job trigger if you reward only after the customer pays

Technicians and CSRs can work as referral program recruiters, each with their own link and QR code

How the ServiceTitan Integration Works

Connect ServiceTitan and Referral Rock in Zapier

Add both apps to a Zap. ServiceTitan supplies the trigger, such as Updated Job, New Invoice or New Payment, and Referral Rock supplies the action.

Approve referrals when the Job is completed

Filter the Updated Job trigger to a Job Status of Completed, look up the customer's email with Search Customer Contacts, then send it to Referral Rock's Feed Customer action. The matching referral is approved across all your programs.

Send new referrals into ServiceTitan

A second Zap runs on Referral Rock's New Referral trigger and creates a Booking or a Lead in ServiceTitan, so your CSRs can call the referred customer and book the job. Bookings use a booking provider tag you add in ServiceTitan first.

Rewards go out when the job is done

Once the referral is approved, your reward rules take over: a gift card, cash or account credit goes to the customer who sent the referral, with no spreadsheet to keep.

See a referral flow built based on your business

Give us your website. Our team builds you a referral flow from it, styled to your brand.

Get my free referral flow

Yours to keep. No sales call.

How it works

1 We build a referral flow from your website, styled to your brand
2 We send you a link to preview it
3 See the experience you'd send your customers

Approve referrals from completed ServiceTitan Jobs

ServiceTitan already knows when a job is finished. Feed that event to Referral Rock and the referral is approved without anyone checking a list.

Use the Updated Job trigger filtered to Completed, or New Invoice or New Payment if you'd rather reward once the customer has paid.
Referral Rock's Feed Customer action matches the customer by email and approves their referral in every program it appears in.
Feed Customer can carry the invoice total as the purchase amount, so the job value is recorded with the referral.

Turn every completed job into a new referrer

Right after a good service call is when a customer is most likely to tell a neighbor. The same Zap that approves referrals can add the customer to your program.

Customers from completed Jobs can come in as members automatically, based on your account settings.
They get an invite email with their own referral link, timed by your invite settings.
Members sign in to their portal with one click to share their link and follow their rewards.

Send referred customers into ServiceTitan as Bookings

Referred customers show up where your call center already works, so nobody has to check a second system.

Referral Rock's New Referral trigger creates a ServiceTitan Booking or Lead with the referred customer's name, phone and address.
Add a Customer Note or tag so the CSR knows the customer was referred and by whom.
When the job is later completed, the first Zap approves the referral, which closes the loop.

Give technicians and CSRs their own referral links

Sales, support and field teams become referral program recruiters, with their own links and credit for every customer they bring in.

Each technician gets a recruiter portal, a personal link and a QR code to hand to a customer at the end of a visit.
Every signup is credited to the recruiter who brought them in, so you can see which crews drive referrals.
Roles for sales, support, field and finance teams keep each person to the parts of the program they run.

ServiceTitan Referral Integration FAQs

Through Zapier. ServiceTitan's Zapier app provides triggers like Updated Job, New Invoice and New Payment, and Referral Rock's Zapier app provides the actions, including Feed Customer, Add Referral and Update Referral. An advisor sets it up with you, on every plan and with no setup fee.

Zapier connects through ServiceTitan's API, which comes with The Works and Legacy packages. A ServiceTitan admin registers for the Zapier integration and creates the connection.

ServiceTitan says registration can take up to 2 business days. To send new referrals in as Bookings, add a booking provider tag for Referral Rock under Settings > Integrations > Booking Providers, and the Zap uses its ID.

Yes. Filter ServiceTitan's Updated Job trigger to a Job Status of Completed and send the customer to Referral Rock's Feed Customer action. The referral is approved and your reward rules issue the reward. If you only want to reward paid work, use the New Payment trigger instead.

Referral Rock matches referrals by email address. A ServiceTitan Job carries the customer's ID, so a Search Customer Contacts step pulls the email before the Feed Customer action runs. That makes it a multi-step Zap, which needs a Zapier plan that allows them.

Yes. A Zap on Referral Rock's New Referral trigger can create a Booking or a Lead in ServiceTitan with the referred customer's details, so your CSRs book the job the same way they book any other call.

Yes. Technicians and CSRs can be referral program recruiters. Each gets a portal, a personal link and a QR code, and every signup is credited to them.

Referral Rock is referral program software for businesses with teams. It's built for service businesses, B2B companies and ecommerce brands, where sales, support and field teams earn referrals by taking great care of customers. The Operator Plan is $250 a month, with a 14-day free trial.

Yes. Referral Rock is referral software built to run customer referral, brand ambassador, and affiliate marketing programs from one platform. The ServiceTitan integration works the same way no matter which type you run.

Need help setting up?

Every Referral Rock plan includes onboarding help. Our team will help you configure the ServiceTitan integration and make sure everything is working perfectly. View the setup guide