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.
See all ServiceTitan + Referral Factory integrations or talk to a human
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
ServiceTitan Explore ServiceTitan →
TriggersFires when a new contact or lead is added to ServiceTitan.
Fires when a field on a contact changes in ServiceTitan.
Fires when a deal, case or record moves to a new stage in ServiceTitan.
Fires when a deal is marked won in ServiceTitan.
Creates or updates a contact in ServiceTitan.
Creates a new deal in ServiceTitan.
Moves a deal or record to a new stage in ServiceTitan.
Logs a call, email, or note against a record in ServiceTitan.
Referral Factory Explore Referral Factory →
TriggersFires when a new lead or contact is captured in Referral Factory.
Fires when a contact enters an automation in Referral Factory.
Fires when a field on a contact changes in Referral Factory.
Fires when a contact unsubscribes in Referral Factory.
Creates or updates a contact in Referral Factory.
Adds a contact to a workflow or campaign in Referral Factory.
Sends an email or message to a contact via Referral Factory.
Changes a contact's tags in Referral Factory.
More ServiceTitan + Referral Factory workflows
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.
See details
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.
See details
See all ServiceTitan + Referral Factory integrations → · Browse the full workflow library →
Common questions
Can Knit build “Tag active deals for targeted messaging” between ServiceTitan and Referral Factory?
Yes — describe it in the box above and Knit's Integrations Agent researches ServiceTitan and Referral Factory's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to 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.