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How Zapier works
Zapier makes it easy to integrate Housecall Pro with Sage Accounting - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Completed Job" from Housecall Pro.
Add your action
An action happens after the trigger—such as "Create Contact Payment" in Sage Accounting.
You’re connected!
Zapier seamlessly connects Housecall Pro and Sage Accounting, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Completed Job
Triggers when a job is completed.
Try ItTriggerPolling - First nameRequired
- Last name
- Email
- Mobile number
- Home number
- Work number
- Notifications enabled
- Tag1
- Tag2
- Street
- Street line 2
- City
- State
- Zip
- Country
ActionWrite- New Purchase Invoice
Triggers when a new purchase invoice is created.
Try ItTriggerPolling - Updated Contact
Triggers when an existing contact is updated.
Try ItTriggerPolling
- New Scheduled Job
Triggers when a job is scheduled.
Try ItTriggerPolling - New Contact Payment
Triggers when a new contact payment is created.
Try ItTriggerPolling - New Customer
Triggers when a new customer is created.
Try ItTriggerPolling - New Product
Triggers when a new product is created.
Try ItTriggerPolling
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Frequently Asked Questions about Housecall Pro + Sage Accounting integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Housecall Pro and Sage Accounting
How do I set up the integration between Housecall Pro and Sage Accounting?
To set up the integration, first ensure both your Housecall Pro and Sage Accounting accounts are active. In our platform, navigate to the integrations section and select 'Connect' next to Housecall Pro and Sage Accounting. Follow the prompts to authorize both applications.
What triggers can I use with the Housecall Pro and Sage Accounting integration?
The integration allows you to use triggers such as 'New Appointment Scheduled' in Housecall Pro, which can automatically create an entry in Sage Accounting. Other triggers include 'Invoice Created' or 'Customer Updated' in Housecall Pro that can prompt actions in your accounting software.
Can I automate invoice processes with this integration?
Yes, you can automate invoicing processes. For instance, when an invoice is created in Housecall Pro, it can trigger an action to automatically record this invoice in Sage Accounting, helping keep your financial records current.
Are there any limitations I should be aware of when integrating these two platforms?
While our integration covers many functionalities, currently supported actions do not include syncing historical data or complex conditional logic for multi-trigger scenarios. We recommend checking for updates regularly as we continually enhance our capabilities.
Is it possible to update customer information across both platforms with this integration?
Absolutely. For example, updating a customer's contact information or address in Housecall Pro can trigger a corresponding update action in Sage Accounting through our integrated workflows.
How secure is the data transfer between Housecall Pro and Sage Accounting when integrated?
We prioritize security by using encryption and secure authentication methods throughout the data transfer process between Housecall Pro and Sage Accounting. Your information is protected at every step.
What should I do if my integrations between these platforms stop working unexpectedly?
If your integrations encounter issues, first check our status page for any service interruptions. If everything appears normal, try reauthorizing your accounts through the integrations section. Contact support if problems persist.