Connecting Housecall Pro and Zapier

To connect Housecall Pro and Zapier:

Go to My Apps in Housecall Pro by clicking the 3x3 square icon in the top right corner of your account.

Click the Go to App store button at the top of your app menu.

Scroll down or use the search bar to locate the Zapier app, then click the View Details button to open the app details page.

Click the toggle in the top right corner of the page to activate your Zapier integration.

Zapier’s starter plan is free. You can choose to upgrade later on.

In a separate tab, open the Zapier website to create an account or log in.

Search for Housecall Pro to connect your account.
- You can also add the other apps you plan to connect with Housecall Pro, such as Google Sheets, Facebook, Gmail, etc.

The first time you set up a Zap, Zapier will prompt you to sign into Housecall Pro and enter an API key. You will only have to use this API key once.

Find your API key on the Zapier app within Housecall Pro.

Once you enable the integration, refresh the page, and the API code will pop up.

Now that the integration is connected, you can start creating Zaps! Click HERE to learn how!

How to Make a Zap (Workflow) in Zapier

After the integration is connected, you can start creating Zaps! Here is an example of a Zap that uses a Rest Trigger.

On the Zapier Portal, click “Make a Zap.”

To set up the trigger, choose an app and an event.

Once the app and trigger event are chosen, test the trigger.

Zapier tests the trigger based on recent information from the account you logged into.
- In this case, since the trigger is a “New Scheduled Job in Housecall Pro,” Zapier pulled information from my most recent scheduled job.

Now, choose the corresponding action. First, search for the app you want to automatically update.

In this case, I want my scheduled jobs to be available in Google Sheets. So the Action Event is to create a new spreadsheet row in Google Sheets.

Log in to the app where the information will be transferred to.
- In this case, I want to create a spreadsheet row in my Google Sheets spreadsheet every time a new job is scheduled in Housecall Pro.

After choosing the app destination, Zapier will populate available fields based on the app you chose.
- In this case, I want the information below to transfer from Housecall Pro to Google Sheets.

When filling out these fields, Zapier provides a drop-down list of data to choose from.

You’ll want to map where the types of data from Housecall Pro go in the corresponding app.
- For example, I chose the Housecall Pro “Customer Display Name” field and placed it in my Google Sheet “Customer Name” column.

Once this information is filled out, press Continue.

Zapier will test the action, just like the trigger was tested.

After the action is tested, be sure to turn on your Zap.

Then, you can go to the destination app that the information was transferred to.
- In this case, I opened my Google Sheets doc labeled “Scheduled Jobs,” to see that the Zap worked!

By using Zapier, any scheduled job created in Housecall Pro will automatically transfer over to the Spreadsheet I have, instead of transferring data manually. This saves time and ensures consistency!

Recap of Making a Zap

Each time you make a new Zap, you will run through this process:

Click “Create New Zap” in Zapier.

Choose the two apps you want to connect.

If you plan to use an Estimate zap, copy the webhook URL and paste it into Housecall Pro.

Choose Event: Choose which Trigger and Action you want to create

Zapier will test the Zap and verify that it works.

Your zap is all set up!

Helpful Videos

Example of a Rest Trigger (New Completed Hob or New Scheduled Job)

Example of an Action Zap (Create a New Customer)

Zapier Triggers and Actions

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.

What actions can I use?

There is one action available for Housecall Pro: Create New Customer.

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
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

How to Use Zapier with Webhooks

Webhooks provide a powerful way for you to automate tasks between different softwares. Now, with Zapier's Webhooks feature, you don't need to hire a developer to do so!

What you'll need:

A Premium Zapier account with access to the Webhooks feature
A MAX Housecall Pro plan

Click here to learn how to enable Webhooks in your Housecall Pro account.

What is a webhook?

A webhook is a way for an app to immediately provide other applications with real-time information based on certain events.

For example, every time an estimate is sent from Housecall Pro, a webhook could immediately communicate the details of that estimate to your CRM, so that you can build a sales follow-up process.

Available events in Housecall Pro:

customer created
customer deleted
customer updated
estimate completed
estimate copied to job
estimate created
estimate on my way
estimate option approval status changed
estimate scheduled
estimate sent
job canceled
job completed
job created
job deleted
job on my way
job paid
job scheduled
job started
lead created
lead deleted
lead converted
lead lost
lead updated
pro created

To use Zapier with Webhooks:

After enabling Zapier and Webhooks, open Zapier in a separate tab, log in, and select Create Zap.

Please note: If this is your first ever Zap, you'll need to connect Housecall Pro and Zapier.

For the Trigger, search and select Webhooks by Zapier. For Trigger Event, choose Catch Hook to retrieve a webhook URL.

Copy the URL and toggle back to your Housecall Pro tab.

In your Housecall Pro account on the Webhooks app card, paste your Webhooks URL.

Once you add your Webhook URL, choose which webhook events you’d like to enable.

Now it's time to test the trigger! Toggle back to your Zapier Account.

🛠️ Pro Tip:

To test your webhook, Zapier will check your Housecall Pro account for a recent example of the trigger event.

For example, if you enabled the "Create Customer" webhook in Housecall Pro, make sure that you have recently created a customer. Otherwise, the test Zap will fail.

You'll know the test is successful if Zapier shows sample data like in the screenshot above.

Once your Trigger is configured, you'll set up the Action in Zapier. The Action will vary depending on which software you're planning to send information to.
- See How to Make a Zap (Workflow) in Zapier for more information.