Housecall Pro – More workflow actions & triggers

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Based on the feedback we received, we have introduced multiple actions and triggers for Housecall Pro.

The Housecall Pro integration within Workflows now encompasses the entire field-service lifecycle. There are nine triggers, which include jobs, estimates, leads, and customers, alongside fourteen actions related to customer, job, estimate, lead, and job-appointment management. This allows home service businesses to respond to operational events and operate Housecall Pro seamlessly within any workflow.

All triggers check in with Housecall Pro at set intervals: creation events (Job created, Estimate created, Lead created, Customer created) occur every five minutes, while scheduling, finishing, and cancelling events (Job scheduled, Job finished, Job cancelled, Estimate scheduled, Estimate finished) happen every ten minutes. The actions cover the complete CRUD (Create, Read, Update, Delete) capabilities for customers and customer addresses, comprehensive management of jobs and job appointments, along with the creation and retrieval of estimates and leads. Authentication is managed via an API key—connect once and target multiple accounts using the Connected Account dropdown.

  • 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 refine by customer, tag, employee, or any captured field; then find new records to capture a sample payload.
  • For actions: complete the required fields (these vary by action – most necessitate a customer or object ID); press ‘Test Action’ to validate.
  • Save and publish.

When a homeowner submits a ‘Request a Quote’ form on the website, the workflow generates the corresponding Housecall Pro lead through ‘Create a lead,’ notifies dispatch with the lead context, and tags the CRM contact. Two days later, the office schedules an estimate visit — ‘Estimate scheduled’ triggers, prompting the workflow to send a reminder to the customer with the technician’s estimated time of arrival (ETA). After the technician completes the estimate, ‘Estimate finished’ triggers the workflow to send the customer a link for reviewing and approving the quote. Once approved, the workflow uses ‘Create a job’ to set up the job, continuing the cycle through ‘Job scheduled,’ ‘Job finished,’ and post-service follow-up.

  • Triggers (9): Job created (5 min), Job scheduled (10 min), Job finished (10 min), Job cancelled (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.