Referral Factory + ServiceTitan Integrations, Built by an AI Agent
Put Referral Factory + ServiceTitan to work with AI and enterprise-grade automation
Learn more about Referral Factory integrations or talk to a human
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Workflows you can build between Referral Factory and ServiceTitan
See the kind of workflows teams build with Referral Factory and ServiceTitan below — describe the exact one you want above and the Agent builds it on demand.
Referral Factory + ServiceTitan
When a reward is issued in Referral Factory, apply a discount or credit in ServiceTitan.
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Enroll new CRM leads in marketing campaigns
When a new lead is created in ServiceTitan, automatically add them to an onboarding campaign in Referral Factory so they receive relevant marketing materials instantly.
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Create sales contacts from marketing leads
When a new lead is captured in Referral Factory, automatically create a matching contact record in ServiceTitan so your sales team can begin outreach.
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Tag active deals for targeted messaging
When a deal stage changes in ServiceTitan, automatically apply a strategic tag to the contact in Referral Factory to trigger tailored follow-up messages.
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Browse the full workflow library →
Looking to achieve something else with Referral Factory and ServiceTitan?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Referral Factory and ServiceTitan
Everything Referral Factory and ServiceTitan can do inside a workflow — the triggers that start one and the actions that run when it fires.
Referral Factory Explore Referral Factory →
Referral Factory is a referral marketing platform that enables companies to build, manage, and track custom customer referral campaigns.
TriggersTriggers when a new user has been referred to your campaign. This is often called a new referred lead.
Triggers when rewards issued via zapier.
Automatically add new users to your referral campaign and send their unique referral link back.
Triggers when a referred user successfully converts. This is when a referred lead becomes qualified.
Triggers when a referred user successfully converts. Usually that happens when they used their coupons. This is when a referred lead becomes qualified.
Triggers when a referred user successfully converts. This is when a referred lead becomes qualified.
ServiceTitan Explore ServiceTitan →
ServiceTitan is an operating software platform engineered for trades and field service businesses to manage scheduling, dispatching, sales, and reporting.
TriggersTriggers when there's a new project.
Triggers when there's a new appointments.
Triggers when there's a new booking for a booking provider.
Triggers when there's a new Business Unit.
Triggers when a new call is created.
Triggers when there's a new customers.
Apply Tag Types to customer
Assign technicians to an existing appointment
Attaches Job to the specified project.
Cancels an appointment.
Adds a new appointment to an existing job.
Adds a contact to an existing booking
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Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Referral Factory + ServiceTitan
Is there a pre-built Referral Factory + ServiceTitan automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Referral Factory and ServiceTitan's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Referral Factory or ServiceTitan connector?
No. The Agent works whether or not Referral Factory or ServiceTitan already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How do ServiceTitan and Referral Factory work together to nurture leads?
When a new lead is added in sales or marketing, prospect information is automatically synced between both platforms so your marketing team can launch targeted email sequences immediately.
Will customer unsubscribe status sync across both tools?
Yes, if a contact opts out or updates their preferences, their profile can be automatically updated across both ServiceTitan and Referral Factory to maintain compliance.