What actions can I run in Housecall Pro?

36 actions are available, including "Get a Customer", "Get a Customer Address", and "Get a Job", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Housecall Pro Integrations

Field service management software for scheduling jobs, dispatching crews, and invoicing customers. Connect Housecall Pro project events to the rest of your delivery stack.

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Watch CustomersTriggers when a new customer is created.
Watch EstimatesTriggers when a new estimate is created.
Watch LeadsTriggers when a new lead is created.
Watch New JobsWatches for new jobs with specified status.
Watch Updated EstimatesTriggers when an estimate is updated.
Watch Updated JobsWatches for updated jobs with specified status.
Get a CustomerRetrieves a customer by given ID.
Get a Customer AddressRetrieves an existing customer address by ID.
Get a JobRetrieves a single job by ID.
Get a LeadRetrieves a single lead by ID.
Get an EstimateRetrieves a single estimate by ID.
List Customer AddressesRetrieves a list of customer addresses.
List EmployeesRetrieves a list of employees from an account.
List Job AppointmentsRetrieves a list of appointments for a specified job.
List Job InvoicesRetrieves a list of invoices for a specified job.
List Schedule WindowsRetrieves a list of schedule windows.
Search ChecklistsSearches for checklists.
Search CustomersSearches for customers by specified criteria.
Search EstimatesSearches for estimates by specified criteria.
Search JobsSearches for new jobs.
Search LeadsSearches for leads.
Add a Job Line ItemCreates a new line item for a job.
Add a Job NoteCreates a new note on a job.
Add a Job TagAdds a tag to a job.
Add an Attachment to a JobUploads a file attachment to an existing job by id.
Add an Estimate AttachmentCreates a new attachment for a job.
Create a CustomerCreates a new customer.
Create a Customer AddressCreates a new customer address.
Create a JobCreates a new job.
Create a Job AppointmentCreates a new job appointment.
Create a Job LinkCreates a new link to a job.
Create a LeadCreates a new lead.
Create an EstimateCreates a new estimate.
Create an Estimate Option LinkCreates a new estimate option link.
Create an Estimate Option NoteCreates a new estimate option note.
Delete a Job AppointmentDeletes an existing job appointment.
Delete a Job NoteDeletes an existing job note.
Delete a Job TagDeletes an existing job tag.
Delete an Estimate Option NoteDeletes an estimate option note.
Make an API CallPerforms an arbitrary authorized API call.
Update a CustomerUpdates an existing customer by id.
Update a Job AppointmentUpdates an existing job appointment.

When to use Housecall Pro

Common scenarios where Housecall Pro automation saves time and reduces manual work.

Trigger workflows automatically when "Watch Customers" fires in Housecall Pro — start multi-step automations without polling or manual checks.
Use "Get a Customer Address" as an automated action in Housecall Pro so records stay consistent whenever something changes elsewhere in your stack.
Layer "Watch Leads" from Housecall Pro with filters, transforms, and AI steps to build automations that match your exact business logic.

How to connect

Paste your credentials once — WEXTL® stores them encrypted and reuses the connection across every workflow that needs it.

Full API documentation

Enter your credentials below. WEXTL stores them encrypted and uses them only to call the API on your behalf.

Connecting Housecall Pro to WEXTL®

Field	Type	Help
API KeyRequired	text	`Make sure the token has access to Jobs at least.`. Learn more about how to create a API Keys here.

Use in workflow automation

Start from Housecall Pro’s Watch New Jobs trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Add a Job Line Item as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 42 ready-made steps for project management work, and every run records what went in and what came back.

Housecall Pro workflow on the canvas: Watch New Jobs then Add a Job Line Item

Frequently asked questions

Common questions about automating Housecall Pro in your workflows.

Housecall Pro has 6 triggers, including "Watch Customers", "Watch Estimates", and "Watch Leads", and more. Use them to start workflows the moment Housecall Pro events fire — no polling required.

Field

Type

Help

API KeyRequired

text

Make sure the token has access to Jobs at least.. Learn more about how to create a API Keys here.

Use in workflow automation

Start from Housecall Pro’s Watch New Jobs trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Add a Job Line Item as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 42 ready-made steps for project management work, and every run records what went in and what came back.

Housecall Pro Integrations

When to use Housecall Pro

How to connect

Use in workflow automation

Frequently asked questions

Housecall Pro Integrations

When to use Housecall Pro

How to connect

Connect Housecall Pro to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Housecall Pro to any app in workflows

Connect Housecall Pro to any app in workflows

Connect Housecall Pro to any app in workflows

Housecall Pro Integrations

Housecall Pro triggers and actions

When to use Housecall Pro

How to connect

Use in workflow automation

Frequently asked questions

What triggers does Housecall Pro support?

What actions can I run in Housecall Pro?

Do I need to write code to automate this?

Is the integration secure?

Housecall Pro Integrations

Housecall Pro triggers and actions

When to use Housecall Pro

How to connect

Connect Housecall Pro to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Housecall Pro support?

What actions can I run in Housecall Pro?

Do I need to write code to automate this?

Is the integration secure?

Connect Housecall Pro to any app in workflows

Connect Housecall Pro to any app in workflows

Connect Housecall Pro to any app in workflows