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Connect Housecall Pro and Sage Accounting to unlock the power of automation

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Zapier makes it easy to integrate Housecall Pro with Sage Accounting - no code necessary. See how you can get setup in minutes.

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Housecall Pro
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Housecall Pro
1. Choose trigger event
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Sage Accounting
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Sage Accounting
2. Choose action
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1. Select the event
Setup
Test
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Housecall Pro
Choose a trigger event

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.

  • Housecall Pro triggers, actions, and search
    New Completed Job

    Triggers when a job is completed.

    Trigger
    Polling
    Try It
    • First name
      Required
    • Last name
    • Email
    • Mobile number
    • Home number
    • Work number
    • Notifications enabled
    • Tag1
    • Tag2
    • Street
    • Street line 2
    • City
    • State
    • Zip
    • Country
    Action
    Write

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Housecall Pro and Sage Accounting to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
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Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Make work flow with AI

Level up your Housecall Pro to Sage Accounting integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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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.

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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.
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About Sage Accounting
Award winning accounting from the leader in financial accounting software. Manage invoicing, cash flow, tax, payments and more from any device through the cloud.
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