Business App + Housecall Pro
Business App + Housecall Pro
Business App + Housecall Pro integrations
Create or update contacts and CRM activities in Business App for newly completed jobs in Housecall Pro
This Zapier template automatically creates or updates Business App contacts for newly completed Housecall Pro jobs. Also, a note is logged for the contact, including key job details like the job ID and job amount. Streamline your workflows and keep all client information up-to-date effortlessly.
- When this happens...New Completed JobTriggers when a job is completed.
- automatically do this...Create or Update ContactCreates or Updates a contact. Also used to return values for an existing record.
- then do this!Create or Update CRM ActivityCreate a new log activity in the CRM.
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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