[ Sales and CRM ]
Housecall Pro integration for your workflows.
Connect Housecall Pro to Collabase once and use 46 actions in your workflows. No code needed, hosted in Switzerland.
Housecall Pro in Collabase
Connect Housecall Pro to Collabase once and use 46 actions in your workflows. No code needed, hosted in Switzerland.
[ About the service ]
Manage your home service business with Housecall Pro CRM integration
How to connect it
- Open the integrations in the workspace settings.
- Choose Housecall Pro and connect your account.
- Add a trigger or an action to the workflow.
Housecall Pro triggers
Housecall Pro does not start a workflow on its own. You use its actions after any other trigger.
Housecall Pro actions
| Name | Description | Fields |
|---|---|---|
| Create Customer | Creates a new customer in Housecall Pro. |
+ 7
|
| Get Customers | Retrieves a list of customers from Housecall Pro. |
+ 1
|
| Get Customer | Retrieves the customer by ID. |
|
| Update Customer | Updates an existing customer in Housecall Pro. |
+ 7
|
| Get All of a Customer's Addresses | Retrieves all of a customer's addresses. |
|
| Create an Address on a Customer | Creates an address on a customer. |
+ 3
|
| Get a Customer's Address | Retrieves a customer's address by customer ID and address ID. |
|
| Create Job | Creates a job with the ID for an already existing address and customer. |
+ 7
|
| Get Jobs | Retrieve a list of jobs from Housecall Pro. |
+ 7
|
| Get a Job | Retrieves a single job by ID from Housecall Pro. |
|
| Update Job Schedule | Updates a job's schedule. Jobs with multi days feature containing more than 1 appointment can't be updated through this action. |
+ 2
|
| Delete Job Schedule | Deletes schedule on a job. |
|
| Create appointment | Add an appointment to a job |
|
| Get Appointments | Get all of the appointments for a job |
|
| Update Appointment | Update job appointment |
|
| Delete appointment | Delete a job appointment |
|
| Add job note | Add a note to a job |
|
| Delete job note | Delete a specific job note |
|
| Add an attachment to a job | Upload an attachment to a job |
|
| Add a line item to a job | Add a line item to a job. This is a rate limited request. |
+ 5
|
| Update a single line item for a job | Update a specific line item for a job |
+ 5
|
| Delete a single line item for a job | Delete a specific line item from a job |
|
| Lists all line items for a job | Retrieve all line items for a specific job |
|
| Add job tag | Add a tag to a job |
|
| Remove job tag | Remove a tag from a job |
|
| Create Job Link | Create a new job link |
|
| Get Job Invoices | Lists all invoices for a job |
|
| Lists all job input materials for a job | Retrieve all job input materials for a specific job |
|
| Bulk update a job's line items | Bulk update job line items. If upsert not define for a line item it will be considered as a new line item for the job. |
|
| Bulk update a job's input materials | Bulk update job input materials. If upsert not define for a job input material it will be consider as a new entry. |
|
| Dispatch job to employees | Dispatch a job to employees |
|
| Lock Job | Lock the job identified by the given job_id |
|
| Lock Jobs | Lock completed or scheduled jobs by the given time range |
|
| Create estimate | Create an estimate |
+ 4
|
| Get estimate by ID | Retrieve a single estimate by ID |
|
| Get estimates | Get a list of estimates with filtering and pagination |
+ 7
|
| Create estimate option note | Create a new estimate option note |
|
| Delete estimate option note | Delete a specific estimate option note |
|
| Create estimate option attachment | Upload an attachment to an estimate option |
|
| Create estimate option link | Create a new estimate option link |
|
| Update estimate option schedule | Update an estimate option's schedule. |
+ 3
|
| Create Lead | Create a lead with the ID for an already existing customer. |
+ 8
|
| Get Lead | Get the lead via ID. |
|
| Get Leads | Get a list of leads |
+ 4
|
| Convert Lead to Estimate or Job | Converts a lead into an estimate or job. |
|
| Custom API Call | Make a custom API call to a specific endpoint |
+ 3
|
[ Sales and CRM ]
Related integrations
Tools that often share a workflow.
Questions about Housecall Pro
What can I automate with Housecall Pro in Collabase?
Housecall Pro brings 46 actions and 0 triggers, for example Create Customer, Get Customers, Get Customer, Update Customer and 42 more. You combine them in a workflow without code and mix them with every other integration.
How do I connect Housecall Pro to Collabase?
You open the integrations in the workspace settings, choose Housecall Pro and connect your account once, using an API key. After that all triggers and actions are available in the workflow.
Does the Housecall Pro integration cost extra?
No. All integrations are included in every licence, in the Isolated Cloud and in Self-Hosted operation. There is no module price.
Test it against your own content. A proof of concept is ready within days.
We set up an instance with your content and you test it against real workflows. In a first conversation we clarify scope, operating model and timing.
