[ Vertrieb und CRM ]
Housecall Pro Integration für eure Workflows.
Verbindet Housecall Pro einmal mit Collabase und nutzt 46 Aktionen in euren Workflows. Ohne eine Zeile Code, betrieben in der Schweiz.
Housecall Pro in Collabase
Verbindet Housecall Pro einmal mit Collabase und nutzt 46 Aktionen in euren Workflows. Ohne eine Zeile Code, betrieben in der Schweiz.
[ Beschreibung des Dienstes (englisch) ]
Manage your home service business with Housecall Pro CRM integration
So verbindet ihr es
- Öffnet in den Einstellungen des Workspace die Integrationen.
- Wählt Housecall Pro und verbindet euer Konto.
- Fügt im Workflow einen Auslöser oder eine Aktion hinzu.
Auslöser von Housecall Pro
Housecall Pro startet keinen Workflow von selbst. Die Aktionen nutzt ihr nach jedem anderen Auslöser.
Aktionen von Housecall Pro
| Name | Beschreibung | Felder |
|---|---|---|
| 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
|
[ Vertrieb und CRM ]
Verwandte Integrationen
Werkzeuge, die häufig im selben Workflow stehen.
Fragen zu Housecall Pro
Was kann ich mit Housecall Pro in Collabase automatisieren?
Housecall Pro bringt 46 Aktionen und 0 Auslöser mit, zum Beispiel Create Customer, Get Customers, Get Customer, Update Customer und 42 weitere. Ihr setzt sie im Workflow ohne Code zusammen und kombiniert sie mit allen anderen Integrationen.
Wie verbinde ich Housecall Pro mit Collabase?
Ihr öffnet die Integrationen in den Einstellungen des Workspace, wählt Housecall Pro und verbindet euer Konto einmal, per API-Schlüssel. Danach stehen alle Auslöser und Aktionen im Workflow bereit.
Kostet die Housecall Pro Integration extra?
Nein. Alle Integrationen sind in jeder Lizenz enthalten, in der Isolated Cloud wie im Self-Hosted-Betrieb. Es gibt keinen Modulpreis.
Prüfe es an deinen eigenen Inhalten. Ein Proof of Concept steht in wenigen Tagen.
Wir setzen eine Instanz mit deinen Inhalten auf, du prüfst sie an echten Abläufen. Im Erstgespräch klären wir Umfang, Betriebsmodell und Zeitplan.
