Integrations

Sync data from connected CRMs (ServiceTitan, HouseCall Pro, GHL).

📄️ Create a Cal.com booking on behalf of the tenant.

Creates a Cal.com v2 booking using the tenant's active Cal.com integration credentials (wire via Settings > Integrations). Does NOT send SMS confirmation (use an AI receptionist with calendar configured for the full conversational flow). Scope: book.

📄️ Pull ServiceTitan customers and import them as leads in one call.

Reads the tenant's ServiceTitan credentials from integration_configs, paginates through /crm/v2/customers, filters to mobile-phone customers modified within a lookback window, and bulk-imports them into a newly-created lead_list tagged 'st-sync-{date}' (override via 'tag'). Default filter: mobile-only, active, modified in last 12 months. Use dry_run=true to preview without writing. Pair with POST /v1/campaigns target=tag:'st-sync-...' for an end-to-end promo flow. Scope: write_crm.