Housecall Pro

Housecall Pro

Manage your home service business with Housecall Pro CRM integration

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

Example automation

Trigger

Webhook received

from Housecall Pro

Action

Create Module Record

in Coherence

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