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Housecall Pro + Levitate

Housecall Pro + Levitate

Housecall Pro + Levitate integrations

Update Levitate contacts with new completed jobs from Housecall Pro

Streamline your client management process by connecting Housecall Pro with Levitate. When a job is completed in Housecall Pro, this workflow kicks into action, updating or creating a contact in Levitate. This keeps your customer database up-to-date in real time, eliminating the need for manual data entry and ensuring your follow-ups are always accurate.

  1. When this happens...
    New Completed Job
    New Completed Job
    New Completed JobTriggers when a job is completed.
    TriggerPolling
  2. automatically do this!
    Create or Update Levitate Contact
    Create or Update Levitate Contact
    Create or Update Levitate ContactCreates or updates a Contact in Levitate
    ActionWrite
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More things you can do with Housecall Pro and Levitate

Discover other triggers and actions you can use with Housecall Pro and Levitate

  • Housecall Pro triggers, actions, and search
    New Completed Job

    Triggers when a job is completed.

    Trigger
    Polling
    Try It
    • First name
      Required
    • Last name
    • Email
    • Mobile number
    • Home number
    • Work number
    • Notifications enabled
    • Tag1
    • Tag2
    • Street
    • Street line 2
    • City
    • State
    • Zip
    • Country
    Action
    Write
    • Donor Name
      Required
    • Donor Email
      Required
    • Donation Amount
      Required
    • Donation Date
    • Donation Type
    • Campaign
    • Donation Stage
    • External ID
    • Donor ID
    Action
    Write
  • Housecall Pro triggers, actions, and search
    New Scheduled Job

    Triggers when a job is scheduled.

    Trigger
    Polling
    Try It
    • Contact ID in Source System
      Required
    • 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
    Action
    Write
    • Policy Number
      Required
    • Carrier Name
      Required
    • Premium
      Required
    • Renewal Date
      Required
    • Effective Date
      Required
    • Policy Holder ID
      Required
    • Cancellation Date
      Required
    • Line of Business
      Required
    • Policy ID in the Source System
      Required
    • Origination Date
    • Policy Holder First Name
    • Policy Holder Last Name
    • Policy Holder Email
    Action
    Write
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About Housecall Pro
Housecall Pro is a top rated software to run your home service business. We make it easy to schedule, dispatch, estimate, invoice, accept credit cards and get booked online by customers.
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Related categories
Scheduling & Booking
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About Levitate
Our Happiness Platform combines authentic communication tools, dedicated success specialists and AI to help you build lasting relationships.
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Related categories
CRM (Customer Relationship Management)

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