Use Housecall Pro Triggers and Actions in Workflows

For home-service teams, this integration moves leads, customers, estimates, and jobs between Housecall Pro and your Vendi Today automations.

Triggers

• Leads and customers: Lead created, Customer created.
• Estimates: Estimate created, Estimate scheduled, Estimate finished.
• Jobs: Job scheduled and Job completed.

Each trigger checks for new records on a short interval, so there can be a few minutes of delay.

Actions

• Customers: Create new customer, Get customer details, Update a customer, Find customers, Get a customer address, Create a customer address.
• Jobs: Create a job, Get job details, Create a job appointment, Update a job appointment.
• Estimates: Create an estimate, Get an estimate.
• Leads: Create a lead, Get a lead.

Set up a trigger

1. Open Automation > Workflows, click Add New Trigger, and go to the Apps tab.
2. Search for Housecall Pro and pick a trigger such as Job scheduled.
3. Choose the connected account and give the trigger a clear name.
4. Optionally add filters like job type, tag, or assigned employee.
5. Click Find new records, choose a sample as the mapping reference, then Save trigger.

Set up an action

Add a step, pick, for example, Create new customer, and supply a first and last name. Email, company, and phone numbers are optional; phone numbers should be ten digits, numbers only.

Examples

• Send a booking confirmation text when a job is scheduled.
• Ask for a review when a job is completed.
• Run Find customers before Create new customer to avoid duplicates.

Good to know: The customer details in the sample record show exactly which fields you can merge into messages.