Connecting Housecall Pro and Zapier
Go into the “My Apps” section in Housecall Pro, and press “Go to App Store.” Scroll down to the Operations section, and click on the “Learn More” button under Zapier.
At the top right of the page, toggle on the enable bar which will 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. Start by searching Housecall Pro to connect your account.
You will 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 is 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 into the app where the information will transfer over 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 zaps, 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
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.
Here are the 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 enable webhooks in your Housecall Pro app, follow these steps.
Log into your Housecall Pro account and navigate to the My Apps section at the top of the screen. Then click Go to App Store.
Scroll down to the Operations section. Then locate the Webhooks app card and click Learn More.
Toggle on the enable button. There will be a blank space to enter a Webhook URL.
In a separate tab, open Zapier, log in and select Create Zap.
(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 in order 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 Webhook 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.
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.
9. Once your Trigger is configured, then 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.
Check out this video to see how to set up an example Zap using Webhooks: