Housecall Pro + magicplan
Create magicplan projects from new scheduled jobs in Housecall Pro
With this zap, users will be able to automatically create a new project in magicplan as soon as a new job is scheduled in Housecall Pro. This improves efficiency by automatically populating all relevant information into magicplan, based on what is entered into Housecall Pro.
With this zap, users will be able to automatically create a new project in magicplan as soon as a new job is scheduled in Housecall Pro. This improves efficiency by automatically populating all relevant information into magicplan, based on what is entered into Housecall Pro.
- When this happens...New Scheduled Job
Triggers when a job is scheduled.
- automatically do this!Create New Project
Create a new magicplan project assigned to a workspace member.
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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
File Generated
Triggers for every file that has been generated.
Try ItProject IDRequired
File Category
New Scheduled Job
Triggers when a job is scheduled.
Try ItProject Exported
Triggers only once when files have been generated and includes a list of the files.
Try ItProject NameRequired
User Email AddressRequired
Project TypeRequired
Project Listing Reference
Street
Street Number
Postal Code
City
Province
Country
Name
Email
Phone
Street
City
Province
Country
Postal Code
Reference
Notes