1.Watch for new finished job
Integrate Housecall Pro to detect new finished jobs and trigger lead creation from job completion events.
Create leads from finished jobs for same-day follow-up
Automatically detect new finished jobs across Housecall Pro and WhatConverts. Create leads when sale amount is greater than zero, a finished job is captured, or no lead match is foundβso you can capture lead details, set lead value, and link job references without manual lead entry.
How this automation creates transaction leads for same-day follow-up
When new finished jobs come in with invoice amounts, same-day outreach can be delayed by manual lead creation. This automation converts invoice values, filters zero-value jobs, and creates transaction leads in WhatConvertsβso your team can follow up fast.
Housecall Proor swap with your favorite app
2.Convert invoice to dollar amount
Integrate Formatter by Zapier, data transformation tools, and invoice fields to convert integer price into sale value for the lead.
Formatter by Zapieror swap with your favorite app
3.Skip zero-value jobs
Integrate Filter by Zapier, conditional rules, and job criteria to continue only when computed sale value is greater than zero.
Filter by Zapieror swap with your favorite app
4.Create transaction lead
Integrate WhatConverts and lead databases to create or match a lead, then store lead value and job reference details.
WhatConvertsor swap with your favorite app
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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