Nextiva + ServiceTitan Integration
Connect ServiceTitan to Nextiva so your AI Employees can book service appointments, look up customers, manage jobs, and add notes.
Overview
The ServiceTitan integration brings your field service operations directly into the Nextiva platform. XBert AI Employees can create and manage service appointments, look up and create customer contacts, and handle the full job lifecycle. Whether it’s booking a new service call, looking up a customer account, retrieving available job types, or pulling the contact tied to a job, XBert handles it without manual data entry. This integration keeps your field service data and your communications in sync, so your team can focus on delivering great service rather than switching between systems.
Run your field service workflows without leaving the conversation:
- Book and manage service appointments: Your AI Employee can create, update, retrieve, and cancel ServiceTitan appointments.
- Full job lifecycle in one place: Create jobs, retrieve job types, look up cancellation reasons, and cancel jobs.
- Customer lookup and creation: Search for existing ServiceTitan contacts or create new ones mid-conversation so every service call is matched to the right customer record.
Requirements
- Active XBert account
- Active ServiceTitan account with API access enabled
FAQs
Can my AI Employee book a ServiceTitan appointment automatically during a conversation?
Yes. When a customer calls to schedule a service visit, your AI Employee can check available appointment slots, book the appointment, and confirm it.
What job and contact information can I pull from ServiceTitan inside XBert?
You can retrieve job details, associated notes, job types, cancellation reasons, and the customer contact linked to any job. You can also search for customer contacts by name, email, or phone number without leaving the conversation.
How do I connect ServiceTitan to XBert, and do I need my ServiceTitan admin?
Yes. ServiceTitan requires admin access to enable API integration and provide the credentials XBert needs to connect.
Will connecting XBert affect how my existing ServiceTitan workflows, dispatch board, or automations operate?
No. XBert interacts with ServiceTitan through the API; it does not modify your dispatch board configuration, existing automation rules, or ServiceTitan workflow settings. Jobs and appointments created or updated through XBert appear in ServiceTitan exactly as they would if entered directly, with no disruption to your existing operations.