Based on customer feedback, we added more actions and triggers for Housecall Pro.

What’s new

The Housecall Pro integration in workflows now covers the full field-service lifecycle. It includes nine triggers for jobs, estimates, leads, and customers, and fourteen actions for managing customers, jobs, estimates, leads, and job appointments.

How it works

Triggers poll Housecall Pro on a schedule: creation events (Job created, Estimate created, Lead created, Customer created) run every 5 minutes, and schedule/finish/cancel events (Job scheduled, Job finished, Job canceled, Estimate scheduled, Estimate finished) run every 10 minutes.

Actions support customer and address management, job and job-appointment management, estimate creation and retrieval, and lead creation and retrieval. Authentication uses an API key, and you can target multiple accounts through the Connected Account dropdown.

How to use it

• In workflows, add a Housecall Pro trigger or action.
• Click Connect your account. In the API Key connection modal, paste your Housecall Pro API key (Housecall Pro → My Apps → App Store → API Key Management → Generate API Key with Full Access).
• For triggers: optionally add filters (customer, tag, employee, or any captured field), then use Find new records to capture a sample payload.
• For actions: fill in the required fields (varies by action; most require a customer or object ID), then run Test Action.
• Save and publish.

Example

A homeowner submits a “Request a Quote” form. The workflow creates a Housecall Pro lead, notifies dispatch, and tags the CRM contact. When an estimate is booked, the Estimate scheduled trigger can send a reminder with the technician’s ETA. After the estimate is finished, the workflow can send a link to review and approve the quote. Once approved, the workflow can create a job and continue through scheduling, completion, and 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).
• 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.