Housecall Pro + Shape
Housecall Pro + Shape
Housecall Pro + Shape integrations
Create Shape records from new Housecall Pro scheduled jobs
When a new job is scheduled in Housecall Pro, you’ll want to hear about it and send the customer a follow-up email or text message. This Zapier automation handles both gracefully, by adding every new job scheduled in Housecall Pro to Shape Software as a new record. Then, triggering Shape Softwares marketing automation to send automated emails and text messages to your new customer.
- When this happens...New Scheduled JobTriggers when a job is scheduled.
- automatically do this!Create RecordCreate a new record within the CRM
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More things you can do with Housecall Pro and Shape
Discover other triggers and actions you can use with Housecall Pro and Shape
- 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- Record IDRequired
- First Name
- Last Name
- Phone Number
- Email Address
ActionWrite- Record IDRequired
ActionSearch
- New Scheduled Job
Triggers when a job is scheduled.
Try ItTriggerPolling - First NameRequired
- Last NameRequired
- Phone NumberRequired
- EmailRequired
ActionWrite- Record IDRequired
- Status NameRequired
ActionWrite
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