Housecall Pro

Housecall Pro

Manage your home service business with Housecall Pro CRM integration

Housecall Pro currently provides 46 actions a workflow can run. Use those building blocks to keep account, contact, and deal context attached to the work around it.

CRM46 actions

Actions

(46)

Create Customer

Creates a new customer in Housecall Pro.

Get Customers

Retrieves a list of customers from Housecall Pro.

Get Customer

Retrieves the customer by ID.

Update Customer

Updates an existing customer in Housecall Pro.

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.

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.

Get Jobs

Retrieve a list of jobs from Housecall Pro.

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.

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.

Update a single line item for a job

Update a specific line item for a job

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

Get estimate by ID

Retrieve a single estimate by ID

Get estimates

Get a list of estimates with filtering and pagination

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.

Create Lead

Create a lead with the ID for an already existing customer.

Get Lead

Get the lead via ID.

Get Leads

Get a list of leads

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

What can you automate with Housecall Pro and Coherence?

These recipes are generated from the triggers, actions, and categories currently available for this piece. Use them as starting points, then choose the exact fields, conditions, and records your workflow should update.

Act in Housecall Pro from a Coherence workflow

Use a change in Coherence to run a supported Housecall Pro action, so the next step follows the record instead of relying on someone to copy it.

Starts with

A Coherence record or workflow changes

Finishes with

Create Customer

Connect Housecall Pro to the wider customer workflow

Combine Housecall Pro with another integration and Coherence records to keep account, contact, and deal context attached to the work around it.

Starts with

A Coherence workflow starts

Finishes with

Create Customer, then preserve the outcome in Coherence

How to connect Housecall Pro

The exact authentication fields depend on Housecall Pro. The workflow structure stays straightforward:

1

Connect the account

Authorize the Housecall Pro account and permissions the workflow needs.

2

Choose a supported step

Select one of the current triggers or actions listed above and map its fields.

3

Test with a real record

Run a small test, inspect the result in both systems, and only then enable the workflow.

Housecall Pro integration questions

What can I automate with the Housecall Pro integration?

Housecall Pro currently provides 46 actions a workflow can run. Use those building blocks to keep account, contact, and deal context attached to the work around it.

How many Housecall Pro triggers and actions are available?

Housecall Pro currently lists 0 triggers and 46 actions in the integration catalog. The supported list is refreshed from the pieces available in Coherence, so review the capability names on this page before building a workflow.

Can Housecall Pro connect to other apps through Coherence?

Yes. A workflow can combine supported Housecall Pro triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.

Do I need to write code to connect Housecall Pro?

The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.

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