Housecall Pro workflows: triggers and action in EveryCatch

What changed

You can now connect Housecall Pro directly to EveryCatch workflows. You get two workflow triggers, Job scheduled and Job completed, and one workflow action, Create new customer. This lets your home service business react in real time to bookings, reschedules, and job completions, and push new customer records into Housecall Pro from any EveryCatch workflow.

How it works

Job scheduled starts whenever a new job is booked in Housecall Pro or an existing job is rescheduled. Job completed starts when a job is marked complete. Both triggers send the same full job data, including a nested customer object, so your field mapping stays consistent across the two events. The Create new customer action builds a new customer record in Housecall Pro from your workflow inputs and returns the new customer ID so you can use it in later steps in the same workflow. You authenticate once with an API key, then you can target multiple Housecall Pro accounts using the Connected account dropdown in your workflow.

How to use it

• In Workflows, add a Housecall Pro trigger or the Create new customer action to your automation.
• 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 the triggers: optionally use Add filters to narrow jobs by customer, job tag, employee, or any field you receive from Housecall Pro. Then click Find new records to pull in a sample job so you can see and map the payload.
• For the action: fill in First name and Last name (required) plus any optional fields you want to send (Email, Company, Mobile number - 10 digits, Home number), then use Test action to confirm the setup.
• Save your workflow and publish it when you are ready for it to start listening and running automatically.

Why we built it

Home service businesses often use Housecall Pro for jobs, scheduling, invoicing, estimates, and payments, while lead capture, marketing, and multi-channel customer outreach live in EveryCatch. Connecting the two means a new booking in Housecall Pro can trigger a confirmation message and update the CRM, a job completion can trigger a review request and a receipt, a reschedule can notify both the customer and the crew, and a new web-form lead in EveryCatch can be created in Housecall Pro as a customer record ready for your service team.

Simple example

A customer books a window-cleaning job in Housecall Pro for next Tuesday. Within moments, the Job scheduled trigger fires in EveryCatch. Your workflow sends a confirmation SMS with the appointment window, creates or updates the matching contact in your EveryCatch CRM, and tags that contact with “Window cleaning.” Two days later, when the technician marks the job complete in Housecall Pro, the Job completed trigger fires. The workflow sends a thank-you SMS with a review link and automatically delivers the receipt.

Additional notes

• Triggers (2): Job scheduled fires on new bookings and on schedule updates to existing jobs. Job completed starts when a job is marked complete. Both can be refined with Add filters and both return the same job payload with a nested customer object, which simplifies mapping.
• Action (1): Create new customer uses First name and Last name as required fields. Optional fields include Email, Company, Mobile number (10 digits), and Home number.
• API key authentication: generate an API key in Housecall Pro at My Apps → API key management with Full Access permissions, then use it once to connect your account in EveryCatch.
• Premium triggers and action are billed per execution at your standard EveryCatch automation rate. Your Housecall Pro subscription and usage are still billed by Housecall Pro directly.