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:
estimate copied to job
estimate on my way
estimate option approval status changed
job on my way
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: