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Choose a Trigger
Choose an Action
Set up your first integration
Quickly connect Housecall Pro to Levitate with a Zapier template.
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How Zapier works
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Select a trigger from Housecall Pro
A trigger is an event that starts your Zap and runs the workflow. For example, with Housecall Pro, a trigger could be "New Completed Job."
Setup an action from Levitate
An action is what takes place after the automation is triggered. For example, with Levitate, the action could be "Create or Update Levitate Contact."
That’s it! You just connected Housecall Pro to Levitate
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- 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- Donor NameRequired
- Donor EmailRequired
- Donation AmountRequired
- Donation Date
- Donation Type
- Campaign
- Donation Stage
- External ID
- Donor ID
ActionWrite
- New Scheduled Job
Triggers when a job is scheduled.
Try ItTriggerPolling - Contact ID in Source SystemRequired
- Last Name
- First Name
- Full Name
- Email Addresses
- Phone Numbers
- Address Line 1
- Address Line 2
- Address City
- Address State / Province
- Address Postal Code
- Address Country
- Birthday
- Tags
- Note
ActionWrite- Policy NumberRequired
- Carrier NameRequired
- PremiumRequired
- Renewal DateRequired
- Effective DateRequired
- Policy Holder IDRequired
- Cancellation DateRequired
- Line of BusinessRequired
- External ID
- Origination Date
- Policy Holder First Name
- Policy Holder Last Name
- Policy Holder Email
ActionWrite
Related categories
Related categories