Housecall Pro + Spotio

Housecall Pro + Spotio integrations

Create new Spotio records from every new scheduled job in Housecall Pro

Simplify and streamline the way you handle scheduling for your business with Housecall Pro and Spotio. With this workflow, as soon as a new job is scheduled on Housecall Pro, a record is instantly generated on Spotio. This seamless integration makes juggling scheduling tasks a breeze, providing a comprehensive record in Spotio for every job you schedule on Housecall Pro.

When this happens...
New Scheduled JobTriggers when a job is scheduled.
TriggerPolling
automatically do this!
Create RecordCreate a new dataObject
ActionWrite

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More things you can do with Housecall Pro and Spotio

Discover other triggers and actions you can use with Housecall Pro and Spotio

New Completed Job
Triggers when a job is completed.
Trigger
Polling
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- 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
Activity Created or Updated
Triggers when activity event (for example Visit, Call, Email) is created or updated.
Trigger
Instant
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Appointment Created
Triggers when appointment for lead is created.
Trigger
Instant
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Record Created
Triggers when record is created.
Trigger
Instant
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Record Stage Changed
Triggers when record stage changes.
Trigger
Instant
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Note Created
Triggers when note for record is created.
Trigger
Instant
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Create Activity
Create Activity in Spotio
Action
Write
Create Appointment
Create Appointment in Spotio
Action
Write
Create Image
Create image.
Action
Write
- Autoplay
  Required
- Contact Id
  Required
Action
Write
Update Record
Update existing dataObject
Action
Write
- DataObject Type
  Required
- DataObject Field
  Required
- Search value
  Required
Action
Search
- ActivityId
  Required
Action
Search or write
- DataObject Type
  Required
- DataObject Field
  Required
- Search value
  Required
Action
Search or write
- Address
  Required
- Address Unit
Action
Search or write
- SearchQuery
  Required
Action
Search or write
- Email
  Required
Action
Search or write

New Scheduled Job
Triggers when a job is scheduled.
Trigger
Polling
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Activity Created
Triggers when activity event (for example Visit, Call, Email) is created.
Trigger
Instant
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Activity Updated
Triggers when activity event (for example Visit, Call, Email) is updated.
Trigger
Instant
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Document Added to Record
Triggers when document is added to record.
Trigger
Instant
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Record Created or Updated
Triggers when record is created or updated.
Trigger
Instant
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Record Updated
Triggers when record is updated.
Trigger
Instant
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- Spotio Username
  Required
- Message
  Required
Action
Write
Create Activity Note
Create Activity Note in Spotio
Action
Write
Create Record
Create a new dataObject
Action
Write
- Autoplay
  Required
- Contact Id
  Required
- Allow enrolling with partial information
  Required
- Allow enrolling already enrolled contacts
  Required
Action
Write
Update Activity
Update Activity in Spotio
Action
Write
- ActivityId
  Required
Action
Search
- Search value
  Required
Action
Search
- ActivityId
  Required
Action
Search or write
- Search value
  Required
Action
Search or write
- SearchQuery
  Required
Action
Search or write
- FieldName
  Required
- FieldValue
  Required
Action
Search or write
- ExternalLeadId
  Required
Action
Search or write

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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Related categories

Scheduling & Booking

About Spotio

SPOTIO is a field sales enablement tool used by field sales reps and teams to increase efficiency, productivity and of course revenue.

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Related categories

Sales & CRM