Housecall Pro + Spotio
Create new Spotio records from every new scheduled job in Housecall Pro
Simplify and streamline the way you handle scheduling for your business with Housecall Pro and Spotio. With this workflow, as soon as a new job is scheduled on Housecall Pro, a record is instantly generated on Spotio. This seamless integration makes juggling scheduling tasks a breeze, providing a comprehensive record in Spotio for every job you schedule on Housecall Pro.
Simplify and streamline the way you handle scheduling for your business with Housecall Pro and Spotio. With this workflow, as soon as a new job is scheduled on Housecall Pro, a record is instantly generated on Spotio. This seamless integration makes juggling scheduling tasks a breeze, providing a comprehensive record in Spotio for every job you schedule on Housecall Pro.
- When this happens...New Scheduled Job
Triggers when a job is scheduled.
- automatically do this!Create Record
Create a new dataObject
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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
Activity Created or Updated
Triggers when activity event (for example Visit, Call, Email) is created or updated.
Try ItAppointment Created
Triggers when appointment for lead is created.
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New Scheduled Job
Triggers when a job is scheduled.
Try ItActivity Created
Triggers when activity event (for example Visit, Call, Email) is created.
Try ItActivity Updated
Triggers when activity event (for example Visit, Call, Email) is updated.
Try ItDocument Added to Record
Triggers when document is added to record.
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