new
improved
Automations
Housecall Pro - More workflow actions & triggers
Based on the response we received we have added a multiple actions and triggers for Housecall Pro.
What’s new?
The Housecall Pro integration in Workflows now spans the full field-service lifecycle. Nine triggers — covering jobs, estimates, leads, and customers — and fourteen actions across customer, job, estimate, lead, and job-appointment management let home service businesses react to operational events and drive Housecall Pro from any workflow.
How it works
All triggers poll Housecall Pro on a fixed cadence: creation events (Job created, Estimate created, Lead created, Customer created) every 5 minutes, and schedule, finish, and cancel events (Job scheduled, Job finished, Job canceled, Estimate scheduled, Estimate finished) every 10 minutes. Actions cover the full CRUD surface for customers and customer addresses, full job and job-appointment management, estimate creation and retrieval, and lead creation and retrieval. Authentication is API key — connect once, target multiple accounts via the Connected Account dropdown.
How to use it
- In Workflows, add a Housecall Pro trigger or action.
- Click Connect your account; in the Connect with API Key modal, paste your Housecall Pro API key (Housecall Pro → My Apps → Go to App Store → API Key Management → Generate API Key with Full Access).
- For triggers: optionally Add filters to scope by customer, tag, employee, or any captured field; then Find new records to capture a sample payload.
- For actions: fill required fields (varies by action — most need a customer or object ID); Test Action to validate.
- Save and publish.
Simple example
A homeowner submits a ‘Request a Quote’ form on the website. The workflow creates the matching Housecall Pro lead via Create a lead, pings dispatch with the lead context, and tags the CRM contact. Two days later, the office books an estimate visit — Estimate scheduled fires and the workflow sends the customer a reminder with the technician’s ETA. The technician completes the estimate; Estimate finished fires and the workflow sends the customer a link to review and approve the quote. Once approved, the workflow uses Create a job to spin up the job, and the cycle continues through Job scheduled, Job finished, and the post-service follow-up.
Additional Notes
- Triggers (9): Job created (5 min), Job scheduled (10 min), Job finished (10 min), Job canceled (10 min), Estimate created (5 min), Estimate scheduled (10 min), Estimate finished (10 min), Lead created (5 min), Customer created (5 min). All polling.
- Actions (14): Create new customer, Get customer details, Update a customer, Find customers, Get a customer address, Create a customer address, Create a job, Get job details, Create a job appointment, Update a job appointment, Create an estimate, Get an estimate, Create a lead, Get a lead.