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
Search note
Additional Search Fields
upsert_note
Overwrite Existing Data
Associate a Contact
Contact IDs for Association (Optional)
Return note
Return Fields