Integrate Square with Housecall Pro to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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How Zapier works

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

Select a trigger from Square

A trigger is an event that starts your Zap and runs the workflow. For example, with Square, a trigger could be "New Appointment."

A trigger is the event that kicks off your automated workflow.

Setup an action from Housecall Pro

An action is what takes place after the automation is triggered. For example, with Housecall Pro, the action could be "Create Customer."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Square to Housecall Pro

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Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

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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

Set up your first integration

Quickly connect Square to Housecall Pro with a Zapier template.

Our most popular template

Send Slack messages for new Close direct messages
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Housecall Pro + Square

Send Slack messages for new Close direct messages

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Housecall Pro + Square

Make work flow with AI

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

Learn about AI automation

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Frequently Asked Questions about Square + Housecall Pro integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Square and Housecall Pro

How do I connect Housecall Pro to Square?

To connect Housecall Pro with Square, you'll need to set up an integration through our platform. Begin by selecting Housecall Pro and Square as the applications you want to integrate. Then, authorize both accounts by following the on-screen instructions. Once authorized, you can create a workflow connecting them.

What triggers can be used with the Housecall Pro and Square integration?

In our integration setup, various triggers from Housecall Pro can be used, such as 'New Payment', 'New Customer', or 'Job Completed'. These triggers will initiate actions in Square like processing a payment or creating a new customer entry.

Can I create custom actions in Square using data from Housecall Pro?

Yes, you can set up custom actions in Square based on specific triggers from Housecall Pro. For example, when a 'New Payment' is recorded in Housecall Pro, it can automatically result in creating an invoice or updating sales data in Square.

What type of data synchronization occurs between Housecall Pro and Square?

Data synchronization happens based on your selected triggers and actions. For instance, when a new customer is added in Housecall Pro, their details can be automatically synchronized with your customer records in Square.

Are there any limitations with the integration between Housecall Pro and Square?

While our integration supports numerous triggers and actions, some complex workflows may require additional configurations. Currently, there might be limitations related to real-time syncing for large datasets or specialized fields not directly supported by default triggers/actions.

How do I handle errors when syncing data between Housecall Pro and Square?

If an error occurs during the synchronization process between Housecall Pro and Square, you should check the detailed activity logs on our platform for troubleshooting guidance. Our system provides information on what may have caused the issue so you can address it promptly.

Can I disconnect my accounts once integrated?

Yes, you can disconnect your Housecall Pro account from your Square account at any time through our platform's interface. Simply navigate to your connected apps settings where you have the option to remove or edit linked accounts.

Connect Square and Housecall Pro 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.

An illustration representing how to automate lead management with Zapier.

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.

An illustration representing how to automate customer support with Zapier.

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.

An illustration representing how to move and manage data with Zapier.

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.

Connect Square and Housecall Pro to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

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 Appointment
Triggers when a new appointment is created.
Trigger
Scheduled
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New Customer
Triggers when a new customer is created.
Trigger
Scheduled
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- Location
  Required
- Order Status
Trigger
Scheduled
Try It
- Customer ID
  Required
- Group
  Required
Action
Write
- Inventory Change Type
  Required
- Location
  Required
- Catalog Object
  Required
- Quantity
  Required
- Ignore unchanged counts
Action
Write

- Location
  Required
- Order ID
  Required
- Customer ID
  Required
- Accepted_payment_methods
  Required
- Payment due date
  Required
- Tipping enabled
- Invoice title
- Invoice number
- Description
- Delivery method
  Required
- Scheduled at
- Date of sale
Action
Write
- Payment
  Required
- Refund amount
- Reason
- Team Member ID
  Required
Action
Write

- Help_text
- Location
  Required
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Field_help
- Email_address
- Phone_number
- Reference_id
Action
Search
- Field_help
- Text Filter
- Location
  Required
Action
Search
- Field_help
- Email_address
- Phone_number
- Reference_id
- First Name
- Last Name
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
Action
Search or write
New Completed Job
Triggers when a job is completed.
Trigger
Scheduled
Try It
- First name
  Required
- Last name
- Email
- Mobile number
- Home number
- Work number
- Notifications enabled
- Tag1
- Tag2
- Street
- Street line 2
- City
- Status
- Zip
- Country
Action
Write

- Item Type
Trigger
Scheduled
Try It
- Location
  Required
Trigger
Scheduled
Try It
- Location
  Required
Trigger
Scheduled
Try It
- Location
  Required
- Team Member ID
  Required
- Customer ID
  Required
- Date and Time of Appointment
  Required
- Appointment Service ID
  Required
- Note
Action
Write
- First Name
- Last Name
- Email_address
- Phone_number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference_id
Action
Write
- Location
  Required
- Customer ID
  Required
- Reference_id
- Buyer Email Address
- Payment Type
  Required
- Payment Note
- Quantity
  Required
- Amount
- Currency
- Line Item Name
- Catalog Object
  Required
- Pickup
- Display Name
- Carrier
- Expected Ship Date/Time
- Shipping Note
- Fulfillment Email Address
- Phone_number
- Street Address
- Apt./Suite
- State
- County
- Country
- City
- ZIP
- Type
- Name
- Percentage
- Amount Discounted
- Discount Currency
- Name
- Percentage
- Type
Action
Write
- Customer ID
  Required
- Group
  Required
Action
Write
- Customer ID
  Required
- First Name
- Last Name
- Email_address
- Phone_number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference_id
- Birthday
Action
Write
Find Order by ID
This action retrieves the details of a specific order from Square using the order ID.
Action
Write
- Customer ID
  Required
Action
Search
- Location
  Required
- Field_help
- Customer ID
  Required
- Fulfillment_state
- Status
Action
Search
- Location
  Required
- Field_help
- Customer ID
  Required
- Fulfillment_state
- Status
- Customer ID
  Required
- Reference_id
- Source
- Ticket Name
- Quantity
  Required
- Amount
- Currency
- Catalog Object
  Required
- Other
- Unique Identifier
- Amount Discounted
- Amount Discounted Currency
- Name
- Percentage
- Type
- Unique Identifier
- Name
- Percentage
- Type
- Unique Identifier
Action
Search or write
New Scheduled Job
Triggers when a job is scheduled.
Trigger
Scheduled
Try It

Learn how to automate Square on the Zapier blog

Learn how to automate Housecall Pro on the Zapier blog

About Square

Square creates tools that help sellers of all sizes start, run and grow their businesses. Square’s point-of-sale service offers tools for every part of running a business, from accepting credit cards and tracking inventory to real-time analytics and invoicing.

Learn more Help

Related categories

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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.

Related categories

Scheduling & Booking

Integrate Square with Housecall Pro to automate your work

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Select a trigger from Square

Setup an action from Housecall Pro

That’s it! You just connected Square to Housecall Pro

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Set up your first integration

Send Slack messages for new Close direct messages

Send Slack messages for new Close direct messages

Make work flow with AI

Frequently Asked Questions about Square + Housecall Pro integrations

Connect Square and Housecall Pro to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Connect Square and Housecall Pro to unlock the power of automation

Supported triggers and actions

Learn how to automate Square on the Zapier blog

6 ways to integrate Square with your business apps

Grow your store's revenue with Square

Remember to follow up on Square purchases with this automation

Learn how to automate Housecall Pro on the Zapier blog

Connect Square to Housecall Pro on the world's largest no-code automation platform