HouseCall Pro - Workflow action & triggers

What’s new?
You can now connect Housecall Pro directly to Workflows. Two triggers — Job scheduled and Job completed and one action — Create new customer. Let home service businesses react to bookings, reschedules, and job completions, and push new customer records into Housecall Pro from any workflow.
How it works
Job scheduled fires when a new job is scheduled or an existing job is rescheduled.  Job completed fires when a job is marked complete. Both return the same full job payload plus a nested customer object, so downstream mapping is consistent across the two events. The action creates a new customer record from workflow inputs, returning the new customer ID for downstream steps. 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 the 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 the triggers: optionally Add filters to scope by customer, job tag, employee, or any captured field; then Find new records to capture a sample payload.
For the action: fill First Name and Last Name (required) and any optional fields (Email, Company, Mobile Number — 10 digits, Home Number); Test Action to validate.
Save and publish.
Why we built it
Home service businesses run jobs, scheduling, invoicing, estimates, and payments in Housecall Pro but lead capture, marketing, and cross-channel customer outreach typically live in the platform. Bridging the two lets a new booking in Housecall Pro fire a confirmation message and update the CRM, a job completion fire a review request and a receipt, a reschedule notify the customer and the crew, and a new web-form lead flow into Housecall Pro as a customer record ready for the service team.
Simple example
A customer books a window-cleaning job in Housecall Pro for next Tuesday. Within moments, Job scheduled fires — the workflow sends a confirmation SMS with the window, creates or updates the matching contact in the CRM, and tags the contact with ‘Window Cleaning’. Two days later when the technician marks the job complete, Job completed fires — the workflow sends a thank-you SMS with a review link and delivers the receipt automatically.
Additional Notes
Triggers (2): Job scheduled — fires on new bookings and on schedule updates to existing jobs. Job completed — fires when a job is marked complete. Both filterable via Add filters; both return the same job + nested customer payload shape.
Action (1): Create new customer — required First Name and Last Name; optional Email, Company, Mobile Number (10 digits), Home Number.
API key authentication — generate at Housecall Pro → My Apps → API Key Management with Full Access permissions.
Premium triggers and action — billed per execution at the standard automation rate. Housecall Pro plan usage is billed by Housecall Pro directly.