How to connect Housecall Pro + magicplan
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- New Completed JobTriggers when a job is completed.Trigger
- New Scheduled JobTriggers when a job is scheduled.Trigger
- Create CustomerCreates a new customerAction
- Project ExportedTriggers only once when files have been generated and includes a list of the files.Trigger
- File GeneratedTriggers for every file that has been generated.Trigger
- Create New ProjectCreate a new magicplan project assigned to a workspace member.Action
- Find FilesFinds files exported on this plan.Action
- Step 1: Authenticate Housecall Pro and magicplan.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.