Business App + Housecall Pro
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.
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 Job
Triggers when a job is scheduled.
- automatically do this!Create or Update Contact
Creates or Updates a contact. Also used to return values for an existing record.
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New Completed Job
Triggers when a job is completed.
Try ItFirst nameRequired
Last name
Email
Mobile number
Home number
Work number
Notifications enabled
Tag1
Tag2
Street
Street line 2
City
State
Zip
Country
Company or Contact IDsRequired
Choose activity typeRequired
Check for existing activity based on an external identifier
Add team members
Add tags
Search note
Additional Search Fields
upsert_note
Overwrite Existing Data
Associate a Contact
Contact IDs for Association (Optional)
Return note
Return Fields