Housecall pro workflow actions and triggers in EveryCatch

Based on your feedback, EveryCatch now includes many more Housecall Pro actions and triggers so you can automate more of your field service work from a single workflow.

What changed

The Housecall Pro integration inside EveryCatch Workflows now supports the full field service lifecycle. You can use nine triggers that cover jobs, estimates, leads, and customers, along with fourteen actions across customer, job, estimate, lead, and job appointment management. This lets your home service business react to what is happening in Housecall Pro and also drive Housecall Pro directly from any EveryCatch workflow.

How it works

All workflow triggers check Housecall Pro on a fixed schedule. Creation events (Job created, Estimate created, Lead created, Customer created) are checked every 5 minutes. Schedule, finish, and cancel events (Job scheduled, Job finished, Job canceled, Estimate scheduled, Estimate finished) are checked every 10 minutes. The actions cover full create, read, update, and search for customers and customer addresses, complete job and job appointment management, estimate creation and retrieval, and lead creation and retrieval. Authentication uses your API key, so you connect once, then choose which Housecall Pro account to use via the Connected Account dropdown.

How to use it

• In EveryCatch Workflows, add a Housecall Pro trigger or action.
• Click Connect your account, then in the Connect with API Key modal, paste your Housecall Pro API key (Housecall Pro → My Apps → Go to App Store → API Key Management → Generate API Key with Full Access).
• For triggers: optionally add filters to narrow by customer, tag, employee, or any captured field, then click Find new records to capture a sample payload for mapping.
• For actions: fill in the required fields (these vary by action, but most need a customer or object ID), then click Test action to confirm everything is set up correctly.
• Save your workflow and publish it when you are ready for it to run.

Simple example

A homeowner submits a “Request a quote” form on your website. Your EveryCatch workflow creates the matching Housecall Pro lead with the Create a lead action, notifies dispatch with the lead details, and adds a tag to the CRM contact. Two days later, the office books an estimate visit, which triggers Estimate scheduled. The workflow then sends the customer a reminder with the technician’s ETA. When the technician completes the estimate, Estimate finished fires and the workflow sends the customer a link to review and approve the quote. Once the quote is approved, the workflow uses Create a job to open the job in Housecall Pro, then continues to run through Job scheduled, Job finished, and your post-service follow-up steps.

Additional notes

• Triggers (9): Job created (checked every 5 minutes), Job scheduled (checked every 10 minutes), Job finished (checked every 10 minutes), Job canceled (checked every 10 minutes), Estimate created (checked every 5 minutes), Estimate scheduled (checked every 10 minutes), Estimate finished (checked every 10 minutes), Lead created (checked every 5 minutes), Customer created (checked every 5 minutes). All triggers use polling.
• Actions (14): Create new customer, Get customer details, Update a customer, Find customers, Get a customer address, Create a customer address, Create a job, Get job details, Create a job appointment, Update a job appointment, Create an estimate, Get an estimate, Create a lead, Get a lead.