InsertChat + Housecall Pro

Create new Housecall Pro customers from new InsertChat sessions

Streamline your customer management with this easy workflow. When a new chat session begins in InsertChat, it triggers the creation of a new customer in Housecall Pro. This simplifies record keeping, ensures immediate follow-ups, and lets you focus on providing top-quality customer service. Save time and improve efficiency using this seamless integration.

Streamline your customer management with this easy workflow. When a new chat session begins in InsertChat, it triggers the creation of a new customer in Housecall Pro. This simplifies record keeping, ensures immediate follow-ups, and lets you focus on providing top-quality customer service. Save time and improve efficiency using this seamless integration.

  1. When this happens...
    InsertChatInsertChat
    New Chat Session

    Triggers when a new chat session is created.

    TriggerPolling
  2. automatically do this!
    Housecall ProHousecall Pro
    Create Customer

    Creates a new customer

    ActionWrite
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Supported triggers and actions

  • InsertChat triggers, actions, and search

    New Training Container

    Triggers when a new training container is created.

    Trigger
    Polling
    Try It
    • LabelRequired

    • Chatbot UIDRequired

    Action
    Write
    • Chatbot UIDRequired

    • LabelRequired

    • TypeRequired

    Action
    Write
ai-chatbots-by-insertchat-ca2078 logo
ai-chatbots-by-insertchat-ca2078 logo

About InsertChat

InsertChat is an advanced AI chatbot creator that integrates instructions, knowledge, and privacy with powerful features to deliver the best answers.

Related categories

  • AI Tools
housecall-pro logo
housecall-pro logo

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