Business App + Housecall Pro
Business App + Housecall Pro
Business App + Housecall Pro integrations
Create or update Business App contacts for new scheduled jobs in Housecall Pro
Streamline your operations as each new job gets scheduled on Housecall Pro. With this workflow, your Business App swiftly updates the associated contact info in response. It not only frees you from tedious manual updates but also enriches customer relationships by ensuring accurate, timely information.
- When this happens...New Scheduled JobTriggers when a job is scheduled.
- automatically do this!Create or Update ContactCreates or Updates a contact. Also used to return values for an existing record.
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More things you can do with Housecall Pro and Business App
Discover other triggers and actions you can use with Housecall Pro and Business App
- New Completed Job
Triggers when a job is completed.
Try ItTriggerPolling - First nameRequired
- Last name
- Email
- Mobile number
- Home number
- Work number
- Notifications enabled
- Tag1
- Tag2
- Street
- Street line 2
- City
- State
- Zip
- Country
ActionWrite- Company or Contact IDsRequired
- Choose activity typeRequired
- Check for existing activity based on an external identifier
- Add team members
- Add tags
ActionWrite- Create or update note
- External ID
- Platform account group ID
- Company name
- Street address line 1
- Street address line 2
- City/locality
- State/province/region
- Country
- Zip/postal code
- Additional Fields
- Search note
- Additional Search Fields
- upsert_note
- Overwrite Existing Data
- Associate a Contact
- Contact IDs for Association (Optional)
- Return note
- Return Fields
ActionWrite
- New Scheduled Job
Triggers when a job is scheduled.
Try ItTriggerPolling - Note for Business App as Trigger
Try ItTriggerPolling- Automation IDRequired
ActionWrite- Create or update note
- External ID
- Email
- Phone Number
- First Name
- Last Name
- Job Title
- Additional Fields
- Search note
- Additional Search Fields
- upsert_note
- Overwrite Existing Data
- Associate a Company
- Company ID for Association (Optional)
- Return note
- Return Fields
ActionWrite
Related categories
Related categories