Connect servicetitan and occasion to Build Intelligent Automations

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servicetitan

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occasion

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Frequently Asked Questions

How do I start an integration between servicetitan and occasion?

To start, connect both your servicetitan and occasion accounts to viaSocket. Once connected, you can set up a workflow where an event in servicetitan triggers actions in occasion (or vice versa).

Can we customize how data from servicetitan is recorded in occasion?

Absolutely. You can customize how servicetitan data is recorded in occasion. This includes choosing which data fields go into which fields of occasion, setting up custom formats, and filtering out unwanted information.

How often does the data sync between servicetitan and occasion?

The data sync between servicetitan and occasion typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from servicetitan to occasion?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between servicetitan and occasion?

Yes, you can set conditional logic to control the flow of data between servicetitan and occasion. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

servicetitan

About servicetitan

ServiceTitan is a mobile, cloud-based software platform that helps home services companies streamline operations, improve customer service, and increase sales.

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occasion

About occasion

Occasion is a marketing and scheduling platform that allows group experience providers to acquire and re-engage customers.

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