HOUSECALL PRO CUSTOM ZAPIER INTEGRATION + 5 AUTOMATIONS BUILT FOR YOU
SPECIAL DEAL: Get access to our Custom Housecall Pro Zapier Integration and get 5 Automations Built for you by our automation team.
Value
$1297
You Save
85%
Buy Now!
$197
/ month
What will you get?
- Access to our Custom Housecall Pro Zapier Integration.
Our integration currently has:
* 13 Triggers
* 44 Actions - 5 Automations Built for you.
We will built 5 automations for you. You can pick from a long list of currently available automations, as well as ask us to built you a custom one for your specific business.
A one-time $197 setup fee applies to this package deal.
The fine print: Automations are built on HSP Automation's Zapier account (no exceptions). HSP Automation takes care of all monthly Zapier costs to run the automations as part of your monthly subscription plan. Additional costs may apply if the automation you want us to build connects with an integration that incurs additional costs, such as most SMS and Email integrations, other paid Zapier Integrations, etc. All automations will automatically shut off if your payment fails to process. Please contact us if you have a change in credit card information to avoid interruption of your automation services.
With our Custom Housecall Pro Zapier integration
you get access to the following Triggers and Actions
Triggers
- Get Customers: Triggers when a new customer is added
- Get Jobs: Triggers when a new job is added
- Get Leads: Triggers when a new lead is added
- Get Events: Triggers when a new event is added
- Get Employees: Triggers when a new employee is added
- Get Estimates: Triggers when a new estimate is added
- Get Tags: Triggers when a new tag is added
- Get Lead Sources: Triggers when a new lead source is added
- Get Completed Jobs: Triggers when a job is marked as completed
- Get Scheduled Jobs: Triggers when a job is scheduled
- Get In Progress Jobs: Triggers when a job is set to in progress
Actions
- Create Customer: Create a new Customer
- Update Customer: Updates a Customer
- Create Lead: Create a new Lead
- Get Customer Addresses: Gets all addresses for a Customer
- Get Lead Sources: Gets all lead sources
- Add Job Tag: Add a tag to a job
- Add Job Note: Add a note to a job
- Create Job: Create a Job
- Find Customer by Email: Finds a customer by Email
- Finds Leads by Lead Source: Finds leads by lead source
- Find Leads by Status: Finds leads by status
- Add Tag to Customer: Adds a tag to a customer
- ..... and many more (44+ actions total) ....
NEW ACTIONS
- Add/Update/Delete Pricebook Material Categories
- Add/Update/Delete Pricebook Materials
New Actions and Triggers are added regularly and with your subscription you can request new actions and triggers (as long as the Housecall Pro API supports them) or request updates!
Examples of Automations we have created for our customers.
- Applying Customer tags: Apply tags based on services performed and materials/products delivered to your customer records.
- Technician Tracking: Send notifications to a Slack/Teams/etc. channel when technicians click the "On My Way", "Start Job", "Pause Job" and "Finish Job" buttons to quickly see how operations are performing real time.
- Customer Messaging: Send separate messages for Job & Estimate appointments, instead of being stuck with a single message covering both scenarios.
- Notify Sales Team: Notify your sales team when a new lead is added to your Housecall Pro account. Notifications can be sent in Slack/Teams/etc.
- Estimate Follow Up: Setup an estimate follow up sequence above and beyond the standard one in Housecall Pro Pipeline (no Pipeline needed).
- Tag Repeat Customers: Automatically tag repeat customers and repeat revenue jobs.
- Alert Service Manager: Alert Service Manager when jobs with the "Warranty" tag complete so the Service Manager can claim the warranty in the vendor's portal.
- Send Appointment Preparation emails: Send a custom email to the customer asking them to prepare the area for the visit (remove any obstructing objects from around HVAC unit, clear access to crawl space, etc.) based on Service Items in Job.
- And Many, Many, Many more.
Limited Time Offer
Offer ends 01/31/2025
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