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Housecall Pro integration

Manage your home service business with Housecall Pro CRM integration. Use Housecall Pro from Zoft voice agents, chat agents, workflows and AI employees.

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  1. Starts withA call, a chat message or a schedule
  2. ZoftAgent or workflow decides what happens next
  3. Then in Housecall ProCreate Job
  4. AndCreate Lead
Illustrative flow built from Housecall Pro’s real triggers and actions.

Zoft + Housecall Pro

What Zoft can do with Housecall Pro.

  • 01Voice agentsA phone agent can use Housecall Pro actions such as Create Job and Create Lead during the call, then hand off to a person when it should.
  • 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Housecall Pro while it talks to the customer.
  • 03WorkflowsUse Housecall Pro as a step on the workflow canvas, alongside the other apps in your stack.
  • 04AI employeesAn AI employee can find and use Housecall Pro actions on its own, and ask for your approval before it sends or changes anything important.

Example automations

Ideas to start with Housecall Pro.

Illustrative examples of what you can build, not customer results.

  • Voice agentCapture after-hours requestsA voice agent collects the issue and address overnight and passes it on for scheduling.
  • Voice agentLook up a customer during the callThe agent greets a repeat customer with their history already in view.

Actions 46

Things Zoft can do in Housecall Pro.

  • Get a JobRetrieves a single job by ID from Housecall Pro.
  • Get JobsRetrieve a list of jobs from Housecall Pro.
  • Get LeadGet the lead via ID.
  • Lock JobLock the job identified by the given job_id
  • Get LeadsGet a list of leads
  • Lock JobsLock completed or scheduled jobs by the given time range
  • Create JobCreates a job with the ID for an already existing address and customer.
  • Add job tagAdd a tag to a job
  • Create LeadCreate a lead with the ID for an already existing customer.
  • Add job noteAdd a note to a job
Show all 46
  • Get CustomerRetrieves the customer by ID.
  • Get estimate by IDRetrieve a single estimate by ID
  • Get CustomersRetrieves a list of customers from Housecall Pro.
  • Get estimatesGet a list of estimates with filtering and pagination
  • Remove job tagRemove a tag from a job
  • Create CustomerCreates a new customer in Housecall Pro.
  • Create estimateCreate an estimate
  • Create Job LinkCreate a new job link
  • Custom API CallMake a custom API call to a specific endpoint
  • Delete job noteDelete a specific job note
  • Update CustomerUpdates an existing customer in Housecall Pro.
  • Get Job InvoicesLists all invoices for a job
  • Add a line item to a jobAdd a line item to a job. This is a rate limited request.
  • Add an attachment to a jobUpload an attachment to a job
  • Lists all line items for a jobRetrieve all line items for a specific job
  • Delete Job ScheduleDeletes schedule on a job.
  • Update Job ScheduleUpdates a job's schedule. Jobs with multi days feature containing more than 1 appointment can't be updated through this action.
  • Delete a single line item for a jobDelete a specific line item from a job
  • Get a Customer's AddressRetrieves a customer's address by customer ID and address ID.
  • Get AppointmentsGet all of the appointments for a job
  • Update a single line item for a jobUpdate a specific line item for a job
  • Create appointmentAdd an appointment to a job
  • Delete appointmentDelete a job appointment
  • Get All of a Customer's AddressesRetrieves all of a customer's addresses.
  • Update AppointmentUpdate job appointment
  • Create an Address on a CustomerCreates an address on a customer.
  • Lists all job input materials for a jobRetrieve all job input materials for a specific job
  • Dispatch job to employeesDispatch a job to employees
  • Bulk update a job's line itemsBulk update job line items. If upsert not define for a line item it will be considered as a new line item for the job.
  • Create estimate option linkCreate a new estimate option link
  • Create estimate option noteCreate a new estimate option note
  • Delete estimate option noteDelete a specific estimate option note
  • Bulk update a job's input materialsBulk update job input materials. If upsert not define for a job input material it will be consider as a new entry.
  • Convert Lead to Estimate or JobConverts a lead into an estimate or job.
  • Update estimate option scheduleUpdate an estimate option's schedule.
  • Create estimate option attachmentUpload an attachment to an estimate option

Setup

Connect Housecall Pro in three steps.

  1. 01ConnectChoose Housecall Pro in Connections and paste an API key from your Housecall Pro account.
  2. 02Put it to workAdd Housecall Pro as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
  3. 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.

More sales and crm integrations.

See all in Sales and CRM

FAQ

Housecall Pro on Zoft, answered.

What can Zoft do with Housecall Pro?

Zoft supports 46 actions for Housecall Pro. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect Housecall Pro to Zoft?

Choose Housecall Pro in Connections and paste an API key from your Housecall Pro account.

Can a voice agent or chat agent use Housecall Pro?

Yes. Once Housecall Pro is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.

Can an AI employee work in Housecall Pro without supervision?

Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.

Put Housecall Pro to work in your operation.

Get early accessTalk to sales