Create new Housecall Pro customers from new Fence Cloud invoices
Streamline your billing process and enhance customer management with this smart workflow. When a new one-line invoice is generated in Fence Cloud, it will trigger the creation of a new customer profile in Housecall Pro. This way, you save time on data entry and ensure instant updates across both platforms. Perfect for businesses seeking a seamless way to manage invoices and customer data.
Streamline your billing process and enhance customer management with this smart workflow. When a new one-line invoice is generated in Fence Cloud, it will trigger the creation of a new customer profile in Housecall Pro. This way, you save time on data entry and ensure instant updates across both platforms. Perfect for businesses seeking a seamless way to manage invoices and customer data.
- When this happens...New One Line Invoice
Triggers when the user sends an invoice to Zapier.
- automatically do this!Create Customer
Creates a new customer
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New One Line Invoice
Triggers when the user sends an invoice to Zapier.
Try ItNew Completed Job
Triggers when a job is completed.
Try ItFirst nameRequired
Last name
Email
Mobile number
Home number
Work number
Notifications enabled
Tag1
Tag2
Street
Street line 2
City
State
Zip
Country
Company Name
First Name
Last Name
Phone #
Email
Website
Address
City
State
Zip
Notes
Lattitude and Longitude
Source Referrer
New Scheduled Job
Triggers when a job is scheduled.
Try It