Update summary

You can connect Housecall Pro to Leadli Workflows. This adds two triggers (Job scheduled, Job completed) and one action (Create new customer). Use these to respond to bookings, reschedules, and job completions, and to create customer records in Housecall Pro from a workflow.

How it works

• Job scheduled: fires when a job is scheduled or rescheduled.
• Job completed: fires when a job is marked complete.
• Both triggers return the full job payload plus a nested customer object, so mapping stays consistent.
• Create new customer (action): creates a customer record from workflow inputs and returns the new customer ID for later steps.
• Authentication uses an API key. Connect once, then choose the connected account as needed.

How to set it up

1. In Workflows, add a Housecall Pro trigger or the Create new customer action.
2. Click Connect your account and paste your Housecall Pro API key.
3. To generate an API key in Housecall Pro: My Apps → App Store → API Key Management → Generate API Key (Full Access).
4. For triggers: optionally add filters (customer, job tag, employee, or captured fields), then use Find new records to capture a sample payload.
5. For the action: First Name and Last Name are required. Optional fields include Email, Company, Mobile Number (10 digits), and Home Number. Use Test Action to validate.
6. Save and publish the workflow.

Example workflow

A customer books a job in Housecall Pro. When Job scheduled fires, the workflow can send a confirmation message, create or update the contact in the CRM, and apply a service tag. When the job is finished and Job completed fires, the workflow can send a thank-you message, request a review, and deliver a receipt.

Additional notes

• Triggers: Job scheduled (new bookings and reschedules), Job completed (job marked complete).
• Action: Create new customer (First Name and Last Name required; optional Email/Company/Phone fields).
• API key authentication requires Full Access permissions.
• This integration uses premium workflow steps billed at the standard automation rate. Housecall Pro plan usage is billed by Housecall Pro.