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Describe workflows to Claude and let it build Zapier automations that pull ServiceTitan data into daily portals, briefs and lead alerts
Ross Hunt, founder and owner of 3R Plumbing & Mechanical, a veteran-owned residential HVAC and plumbing company with 15 employees and a shop in Norwell, Massachusetts, in a Zapier customer story
Hunt describes a workflow to Claude, connected through Zapier MCP, and Claude builds and publishes the Zap; he reviews the logic and tests each one. The Zaps pull ServiceTitan data hourly into CSR, sales, purchasing and marketing portals, send a 6:30 a.m. brief, alert him when a booking sits pending 20 minutes, and send booked-job revenue back to Google Ads.
Zapier Pro $19.99/mo billed annually ($29.99 monthly) for 750 tasks · Claude $17/mo billed annually ($20 monthly)
Medium · or we set it up for $197
Zapier, Claude, ServiceTitan, Zapier MCP, Claude in Chrome, Google Ads, GA4
The problem
Leads from the AI answering service, lead marketplaces, the website and Facebook could sit unbooked, and job, estimate and revenue data lived in ServiceTitan where the team couldn't easily act on it.
What happened
36 Next-Gen Zaps are live, running about 1,400 times a week across 30 connected apps. Revenue went from about $300,000 a year in the early days to on track for nearly $3.8 million this year; that growth reflects the whole business, not just the automations.
Quoted in the source: Ross Hunt, founder and owner, 3R Plumbing & Mechanical. Source: Zapier: 3R Plumbing & Mechanical customer story (Next-Gen Zaps) · Added 2026-10-23.
How to set it up yourself
- What 3R Plumbing uses: Zapier Next-Gen Zaps built by Claude through Zapier MCP, with ServiceTitan as the system of record and about 30 connected apps.
- Connect Claude to your Zapier account with Zapier MCP, and connect your field-service software (ServiceTitan, Housecall Pro, Jobber) and email inside Zapier.
- Start with one lead-leak Zap: use the prompt below to have Claude build an alert that emails you when a new booking from any lead source is still pending after 20 minutes.
- Test it on a dummy booking, check every step Claude built, then add the next workflow (a morning brief, a callback queue, or ad-conversion uploads) one at a time.
- Add a daily watchdog Zap that emails you if any data feed goes stale, so a broken automation doesn't fail silently.
Copy-paste prompt
You're connected to my Zapier account through Zapier MCP. Build a Zap for {COMPANY NAME}, a {TRADE} company that uses {FIELD SERVICE SOFTWARE}. Trigger: a new booking or lead arrives from {LEAD SOURCES}. If it is still unbooked or pending after {MINUTES} minutes, email {OWNER EMAIL} and text {OFFICE PHONE} with the customer name, phone, source, requested service and a link to the record. Before publishing, show me each step, the fields you mapped and what happens if a field is blank, and wait for my OK.We set up one AI automation in your tools, live within 48 hours of getting access, for $197. No call needed. Founding price for our first 10 customers (regular $297).
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Tools used
Zapier
Connects apps and automates workflows, with AI steps and agents.
From Pro $19.99/mo billed annually ($29.99 monthly) for 750 tasks; free plan with 100 tasks/mo (checked 2026-10-23)
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Claude
AI assistant for writing, long documents, analysis and coding help.
From $17/mo billed annually ($20 monthly) (checked 2026-10-21)
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Checked prices: Zapier: from Pro $19.99/mo billed annually ($29.99 monthly) for 750 tasks; free plan with 100 tasks/mo (verified 2026-10-23) · Claude: from $17/mo billed annually ($20 monthly) (verified 2026-10-21)
Rather not do it yourself?
The $197 Quick-Win: we set up one AI automation that saves you hours each week, in accounts you own, live within 48 hours of getting access. No call needed. Refund if it isn't live in 48 hours or isn't doing its job in the first 14 days. Founding price for our first 10 customers (regular $297). Terms.
See the $197 Quick-WinNeed more than one automation or ongoing care? Bigger setups: $149/mo with setup included (6-month minimum), or $497 pay-once. Satisfaction guarantee: we'll fix it until it works. Pay-once setups: or we refund your setup fee. $149/mo plan: cancel in the first 30 days and we refund your first month. We reply within 1 business day.
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