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Integrations · CRM

Connect Housecall Pro to Coherence.

Manage your home service business with Housecall Pro CRM integration. 46 actions can run inside a Coherence workflow.

A Coherence record changesCreate Customer
A Coherence workflow runsGet Customers

TRIGGERS AND ACTIONS

Everything Housecall Pro can do in a workflow.

Actions are the steps a workflow can run in Housecall Pro. Start the workflow from a Coherence record or another app.

Actions · 46Create CustomerGet CustomersGet CustomerUpdate CustomerGet All of a Customer's AddressesCreate an Address on a CustomerGet a Customer's AddressCreate JobGet JobsGet a JobUpdate Job ScheduleDelete Job ScheduleCreate appointmentGet AppointmentsUpdate AppointmentDelete appointmentAdd job noteDelete job noteAdd an attachment to a jobAdd a line item to a jobUpdate a single line item for a jobDelete a single line item for a jobLists all line items for a jobAdd job tagRemove job tagCreate Job LinkGet Job InvoicesLists all job input materials for a jobBulk update a job's line itemsBulk update a job's input materialsDispatch job to employeesLock JobLock JobsCreate estimateGet estimate by IDGet estimatesCreate estimate option noteDelete estimate option noteCreate estimate option attachmentCreate estimate option link
Show all 46
Update estimate option scheduleCreate LeadGet LeadGet LeadsConvert Lead to Estimate or JobCustom API Call
Custom API Call: Make a custom API call to a specific endpoint.

Names as listed in the automation catalog Coherence workflows use.

WORKFLOW IDEAS

What you can automate with Housecall Pro.

Starting points for a workflow. Choose the exact fields, conditions, and records it updates.

Act in Housecall Pro from a Coherence workflowUse 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 changesFinishes with · Create Customer
or Get Customers
Connect Housecall Pro to the wider customer workflowCombine 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 startsFinishes with · Create Customer, then preserve the outcome in Coherence
or Get Customers

SET UP

How to connect Housecall Pro.

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

1Connect the accountAuthorize the Housecall Pro account and permissions the workflow needs.
2Choose a supported stepSelect one of the current triggers or actions listed above and map its fields.
3Test with a real recordRun a small test, inspect the result in both systems, and only then enable the workflow.

RELATED

Apps for the same workflow.

Apps that share a category with Housecall Pro or provide a complementary trigger or action.

QUESTIONS

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, each named on this page. The list is read from the automation catalog Coherence workflows use, so review those names 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.

Ready to connect Housecall Pro?

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