HouseCall Pro – Workflow action & triggers

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You can now connect Housecall Pro directly to Workflows. Two triggers — Job scheduled and Job completed — and one action — Create new customer. This allows home service businesses to respond to bookings, reschedules, and job completions, as well as to push new customer records into Housecall Pro from any workflow.

Job Scheduled triggers when a new job is scheduled or an existing job is rescheduled. The Job Completed trigger activates when a job is marked complete. Both return the same complete job payload, including a nested customer object, ensuring consistent mapping across both events. The action creates a new customer record based on workflow inputs and returns the new customer ID for subsequent steps. Authentication is via API key; connect once and target multiple accounts using the Connected Account dropdown.

  • Add a Housecall Pro trigger or action in Workflows.
  • 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 refine by customer, job tag, employee, or any field captured; then find new records to capture a sample payload.
  • For the action, fill in the required fields: First Name and Last Name, as well as any optional fields (Email, Company, Mobile Number — 10 digits, Home Number); then test the action to validate.
  • Save and publish.

Home Service Businesses run jobs, scheduling, invoicing, estimates, and payments in Housecall Pro, but lead capture, marketing, and cross-channel customer outreach typically occur in another platform. Connecting the two allows a new booking in Housecall Pro to trigger a confirmation message and update the CRM, a job completion to send a review request and a receipt, a rescheduling event to notify both the customer and the crew, and a new web form lead to flow into Housecall Pro as a customer record ready for the service team.

For instance, if a customer books a window-cleaning job in Housecall Pro for next Tuesday, the Job Scheduled trigger activates within moments. The workflow sends a confirmation SMS regarding the window-cleaning, 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 as complete, the Job Completed trigger fires — the workflow then sends a thank-you SMS with a review link and automatically delivers the receipt.

  • Triggers (2): Job Scheduled — triggers on new bookings and schedule updates to existing jobs. Job Completed — triggers when a job is marked complete. Both are filterable via Add Filters and return the same job and nested customer payload structure.
  • Action (1): Create New Customer — requires First Name and Last Name; optional fields include Email, Company, Mobile Number (10 digits), and 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 directly by Housecall Pro.