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Housecall Pro + monday.com

Create new Housecall Pro customers from new items in your monday.com board

Easily manage your clients by integrating monday.com and Housecall Pro. With this workflow, whenever a new item is identified on your monday.com Board, a new customer will be created seamlessly in your Housecall Pro account. This automation helps to keep your customer data organized and ensures you never miss adding a new client from your projects.

Easily manage your clients by integrating monday.com and Housecall Pro. With this workflow, whenever a new item is identified on your monday.com Board, a new customer will be created seamlessly in your Housecall Pro account. This automation helps to keep your customer data organized and ensures you never miss adding a new client from your projects.

  1. When this happens...
    monday.commonday.com
    New Item in Board

    Triggers when an item is created in a specific board.

    TriggerInstant
  2. automatically do this!
    Housecall ProHousecall Pro
    Create Customer

    Creates a new customer

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Board IDRequired

    Trigger
    Instant
    Try It
  • monday.com triggers, actions, and search

    New Board

    Triggers when a new board is created.

    Trigger
    Scheduled
    Try It
    • Board IDRequired

    • Column IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Column IDsRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Action
    Write
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housecall-pro logo

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.

Related categories

  • Scheduling & Booking
monday logo
monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
Learn moreHelp

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