ServiceTitanInstall

Summary

Sell a membership to a customer by submitting the required business unit, sale task, duration billing item, and recurring service action to ServiceTitan. The membership type scopes the sale task and duration billing pickers; it is not sent in the sale request.

Inputs

• Customer ID (required) — ID of the customer buying the membership.
• Business Unit Name or ID (required) — Business unit for the sale; select a listed unit or provide its ID.
• Membership Type Name or ID (required) — Scopes the Sale Task and Duration Billing pickers. This value is not sent directly to ServiceTitan.
• Sale Task Name or ID (required) — Billing item representing the membership sale, selected from the chosen membership type's recurring service items.
• Duration Billing Name or ID (required) — Duration and billing-frequency combination being sold, selected from the chosen membership type.
• Recurring Service Action (required) — Choose None, Single, or All to control whether recurring service events are created for no location, one location, or all customer locations.
• Location ID — Optional location the membership is billed against.
• Recurring Location ID — Optional location for recurring service when Recurring Service Action is Single.

Output shape

A single ServiceTitan sale response record per input item.

The operation sends a POST to the membership sale endpoint. The exact response fields are not specified in the provided source.

Examples

Example 1: Sell a membership without creating recurring service events

Supply the customer, business unit, membership type, sale task, and duration billing item; set Recurring Service Action to None.

Example 2: Sell a membership and create recurring service for one location

Set Recurring Service Action to Single and provide Recurring Location ID; optionally set Location ID for where the membership is billed.

Links

• n8n community nodes installation guide