Housecall Pro + Shape
Create Shape records from new Housecall Pro scheduled jobs
When a new job is scheduled in Housecall Pro, you’ll want to hear about it and send the customer a follow-up email or text message. This Zapier automation handles both gracefully, by adding every new job scheduled in Housecall Pro to Shape Software as a new record. Then, triggering Shape Softwares marketing automation to send automated emails and text messages to your new customer.
When a new job is scheduled in Housecall Pro, you’ll want to hear about it and send the customer a follow-up email or text message. This Zapier automation handles both gracefully, by adding every new job scheduled in Housecall Pro to Shape Software as a new record. Then, triggering Shape Softwares marketing automation to send automated emails and text messages to your new customer.
- When this happens...New Scheduled Job
Triggers when a job is scheduled.
- automatically do this!Create Record
Create a new record within the CRM
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New 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
Record IDRequired
First Name
Last Name
Phone Number
Email Address
Record IDRequired
New Scheduled Job
Triggers when a job is scheduled.
Try ItFirst NameRequired
Last NameRequired
Phone NumberRequired
EmailRequired
Record IDRequired
Status NameRequired
