Housecall Pro Triggers and Action in Workflows
SMBcrm now connects Housecall Pro directly to workflow automation. This adds two triggers and one action for home service businesses that manage jobs in Housecall Pro and customer communication in SMBcrm.
What changed
You can now use these Housecall Pro events and actions inside Workflows:
- Job scheduled: fires when a new job is scheduled or an existing job is rescheduled.
- Job completed: fires when a job is marked complete.
- Create new customer: creates a customer record in Housecall Pro from workflow inputs.
Both triggers return the same job payload structure, including a nested customer object, so downstream mapping stays consistent across scheduled and completed job events.
The customer creation action returns the new customer ID for use in later workflow steps.
How it works
Authentication uses a Housecall Pro API key. After connecting once, you can target multiple accounts from the Connected Account dropdown.
For triggers, you can add filters to scope automation by customer, job tag, employee, or any captured field. You can also find new records to capture a sample payload before publishing.
For the create customer action, First Name and Last Name are required. Optional fields include Email, Company, Mobile Number with 10 digits, and Home Number.
How to use it
- In Workflows, add a Housecall Pro trigger or the Create new customer action.
- Select Connect your account.
- In the API key modal, paste your Housecall Pro API key.
- For triggers, add filters if needed and capture a sample payload.
- For the action, complete the required name fields and any optional customer fields.
- Test the action, then save and publish the workflow.
Housecall Pro API keys are generated in Housecall Pro under My Apps, API Key Management, with Full Access permissions.
Example workflow
A customer books a window-cleaning job in Housecall Pro for next Tuesday. When the Job scheduled trigger fires, SMBcrm can send a confirmation SMS, create or update the matching CRM contact, and tag the contact with Window Cleaning.
When the technician marks the job complete, the Job completed trigger can send a thank-you SMS with a review link and deliver the receipt automatically.
Additional notes
- Job scheduled fires for new bookings and schedule updates to existing jobs.
- Job completed fires when a job is marked complete.
- Both triggers are filterable and return the same job and nested customer payload shape.
- Create new customer requires First Name and Last Name.
- Premium triggers and the action are billed per execution at the standard automation rate.
- Housecall Pro plan usage is billed by Housecall Pro directly.
In Case You Missed It
For another workflow integration update, see HubSpot Actions and Trigger Added to Workflows.
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