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Zapier Triggers and Actions

What Housecall Pro information can I sync to other apps?

Ian avatar
Written by Ian
Updated over a week ago

What is Zapier?

Zapier moves information between your web apps automatically, so you can share data and create workflows without code.

When you build a Zap (or workflow), you'll set up triggers and actions. A trigger is what starts your workflow, and an action is what you'd like the workflow to do.

This feature is available our current Essentials, Essentials +, and Max Plans (formerly Grow, Manage and XL).

What triggers can I use?

There are two current triggers from Housecall Pro that you can use to create workflows: Job Scheduled, and Job Finished
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What actions can I use?

There is one action available for Housecall Pro: Create New Customer.
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What information can I send from Housecall Pro to another app?

Customer

  • First Name

  • Last Name

  • Display Name

  • Tags

  • Notifications Enabled?

  • Customer ID

  • Mobile Number

  • Email
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Service Address

  • Street

  • Street Line 2

  • City

  • State

  • Zip

Job ID

Job Tags

Service Provider

  • First Name

  • Last Name

  • Email

  • Employee ID

Remaining Open Segments

Total Amount

Schedule Information

  • Start Time

  • End Time


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