Housecall Pro + RepCard
Manage new RepCard statuses by creating customers in Housecall Pro
Whenever the status updates in RepCard, use this automation to seamlessly create a new customer in Housecall Pro. This reliable workflow helps ensure your Housecall Pro customer database always reflects the latest updates in RepCard. That way, you can save time on data entry and focus more on providing top-notch services to your customers.
Whenever the status updates in RepCard, use this automation to seamlessly create a new customer in Housecall Pro. This reliable workflow helps ensure your Housecall Pro customer database always reflects the latest updates in RepCard. That way, you can save time on data entry and focus more on providing top-notch services to your customers.
- When this happens...Status Changed
Triggers when a status is changed for a contact.
- automatically do this!Create Customer
Creates a new customer
- Free forever for core features
- 14 day trial for premium features & apps
Trigger when any appointment is changed to the status(s) below:Required
Try ItNew Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
Try ItTrigger when any contact is changed to the status(s) below:
Try ItEventRequired
First Name
Last Name
Ticket NumberRequired
Email
Phone Number
Company Name
Ticket TypeRequired
Appointment Set
Triggers when a new Appointment is created for any contact.
Try ItTrigger when any user registered to the Event belowRequired
Try ItNew User
Triggers when a new user is created.
Try ItAppointment Title
First NameRequired
Last Name
Email
Phone Country Code
Phone Number
Address
State
City
Zip Code
Meeting Location
Meeting Link
Notes
CalendarRequired
SetterRequired
Closer
Appointment Start TimeRequired
Appointment End TimeRequired