Business App + Housecall Pro
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.
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 Job
Triggers when a job is completed.
- automatically do this...Create or Update Contact
Creates or Updates a contact. Also used to return values for an existing record.
- then do this!Create or Update CRM Activity
Create a new log activity in the CRM.
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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
Account ID
Customer Identifier
Search Existing
Business Name
Website
Categories
Country/Region
Address
State
City
Zip
Latitude
Longitude
Business Phone Number
Business Email
Toll Free Number
Short Description
Long Description
Facebook URL
Foursquare URL
LinkedIn URL
Twitter URL
Pinterest URL
Instagram URL
YouTube URL
Custom Fields
Return note
Return Fields
New Scheduled Job
Triggers when a job is scheduled.
Try ItNote for Vendasta App as trigger
Try ItAutomation IDRequired
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