ServiceTitan Integration
Connect your AI agent to ServiceTitan to automate job booking, customer management, lead follow-up, and estimate tracking. Your agent uses OAuth2 Client Credentials to securely access the ServiceTitan API.
What your agent can do
Once connected, your agent has full access to ServiceTitan's core APIs.
Customer lookup
Search and retrieve customer records by name, phone, or address. Your agent can pull up a customer's full history before returning a call.
Job booking
Create new jobs, assign technicians, and set arrival windows directly through the ServiceTitan API.
Lead follow-up
Track and respond to new leads automatically. Your agent can qualify leads, update statuses, and schedule callbacks.
Unsold estimate tracking
Monitor unsold estimates and trigger follow-up sequences. Your agent can contact customers with expiring quotes.
Arrival windows and job status
Provide real-time job status updates to customers. Your agent can confirm arrival windows and notify customers of schedule changes.
Dispatch coordination
View technician availability and help coordinate dispatch decisions. Your agent surfaces scheduling conflicts before they happen.
Prerequisites
Before you connect, make sure you have the following.
- An active ServiceTitan account with admin or integration permissions
- Access to the ServiceTitan Developer Portal
- A registered application with approved API scopes
- Your Client ID, Client Secret, and ST-App-Key ready to copy
ServiceTitan requires an integration environment approval before your app can access production data. This process may take a few business days. Start early.
Step-by-step setup
Follow these steps to connect your agent to ServiceTitan.
Register as a ServiceTitan developer
Go to the ServiceTitan Developer Portal and create a developer account. You will need an active ServiceTitan subscription to access the portal.
Create an application in the developer portal
Register a new application and select the API scopes your agent needs (customers, jobs, leads, estimates). ServiceTitan will review and approve your integration.
Retrieve your Client ID, Client Secret, and App Key
Once approved, copy your Client ID, Client Secret, and ST-App-Key from the developer portal. You will need all three to authenticate.
Add the credential in ClawTrust
Go to your agent's dashboard, open the Credentials page, and click "Add Credential." Select OAuth2 Client Credentials as the type, then fill in the fields below.
Credential details
Enter these values when adding the credential in ClawTrust.
| Field | Value |
|---|---|
| Credential Type | OAuth2 Client Credentials |
| Client ID | From the ServiceTitan developer portal |
| Client Secret | From the ServiceTitan developer portal |
| Token URL | https://auth.servicetitan.io/connect/token |
| Extra Header | ST-App-Key (your application key from the developer portal) |
| Allowed Domains | *.servicetitan.io |
Credentials are encrypted with AES-256-GCM and stored on your agent's dedicated server. They never leave your infrastructure. The allowed domains restriction ensures your agent can only use these credentials with ServiceTitan endpoints.
Example actions
Here is what your agent can do once the integration is live.
A customer calls to book a plumbing repair
Your agent looks up the customer in ServiceTitan, checks technician availability, creates a new job with a 2-hour arrival window, and confirms the booking with the customer: "You're all set for Tuesday between 10 AM and 12 PM."
An unsold estimate is about to expire
Your agent pulls the estimate details, calls the customer, reviews the scope of work, and either re-engages the lead or marks it as closed in ServiceTitan.
A new lead comes in from the website
Your agent receives the lead notification, qualifies the request by asking follow-up questions via text, and creates a job or schedules a callback based on the customer's answers.
A technician is running late
Your agent detects the schedule delay, contacts affected customers with updated arrival windows, and logs the communication in ServiceTitan's job notes.
Ready to automate your service operations?
Connect ServiceTitan in minutes. All plans include credential management and API access.