Workflows · 1 min read
Housecall Pro Triggers and Actions in Workflows
Housecall Pro is field service software. Connect it to follow up on jobs and estimates automatically.
Connect Housecall Pro
- Go to Automation > Workflows and create or open a workflow.
- Add a trigger or action and search for Housecall Pro.
- Click Connect and sign in to your Housecall Pro account.
- Save the connection. You can reuse it in any workflow.
You can also manage the connection under Settings > Integrations.
Triggers
These start a workflow when something happens in Housecall Pro:
- Job Created
- Job Scheduled
- Job Finished
- Job Canceled
- Estimate Created
- Estimate Scheduled
- Estimate Finished
- Lead Created
- Customer Created
Actions
Your workflow can do these in Housecall Pro:
- Create Customer
- Get Customer Details
- Update a Customer
- Find Customers
- Get or Create a Customer Address
Tips
- Test the trigger or action while you set it up so its data is available to later steps.
- Triggers are checked every 5 to 10 minutes, so workflows may start a few minutes after the event.