Housecall Pro

Route

An HTTP request from a workflow, with your Housecall Pro API key, or Zapier

Sign-in

A Header credential that sends your API key

Time to set up

About twenty minutes

What this does

When the AI receptionist finishes a call or a chat, a workflow creates a lead in Housecall Pro with the customer's name, number, email and the call summary as the lead's note. Your team picks it up in Housecall Pro's leads, ready to quote or schedule.

Before you start

• Housecall Pro's API, which Housecall Pro includes on its MAX plan.
• An API key: a Housecall Pro admin generates it in Housecall Pro's App Store, under the API app.

Save the key as a credential

Housecall Pro reads the key from an Authorization header that starts with Token, not Bearer, so save it as a Header credential.

1. Open the credentials

   In a workflow, add an HTTP Request step, set Authentication to Workflow credential and click New credential.

2. Make it a Header credential

   Set Name to "Housecall Pro", Authentication type to Header, Header name to Authorization and Header value to Token followed by a space and your API key.

3. Save

   Click Create credential. The app keeps the key encrypted and never shows it again. Workflow credentials has the details.

Build the workflow

1. Start a workflow on Call ended

   In Workflows, create a workflow and pick the Inbound voice call ended trigger (Call ended). For website chats, make a second one on Chat ended.

2. Skip spam

   Add an If step: Left side {{trigger.conversation_record.Is_Spam}}, Operator Equals, Right side false. Put the HTTP Request on its true path. If has the details.

3. Add the HTTP Request

   Method POST, Request URL https://api.housecallpro.com/leads, Authentication the Housecall Pro credential, Body format JSON, and under Headers Accept set to application/json. Paste the body below.

4. Publish and test

   Publish the workflow and call your business number. The lead shows in Housecall Pro, and the step's response in Run history holds the new lead's ID.

{
  "customer": {
    "first_name": "{{trigger.first_name}}",
    "mobile_number": "{{trigger.phone}}",
    "email": "{{trigger.email}}",
    "lead_source": "Small Business Chatbot"
  },
  "note": "{{trigger.action_items}}",
  "lead_source": "Small Business Chatbot"
}

To create the customer only, post the customer fields to https://api.housecallpro.com/customers instead.

With Zapier instead

In Zapier, use the Small Business Chatbot app's Call Ended, Chat Ended or Appointment Booked trigger (Zapier) with Housecall Pro's Create Customer action. Map First name, Phone, Email and Action items to the customer's notes. Housecall Pro's Zapier connection asks for the API key from the Zapier app inside Housecall Pro.

If something goes wrong