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Housecall Pro + Levitate

Housecall Pro + Levitate

Housecall Pro + Levitate integrations

Add contacts in Levitate for new scheduled jobs Housecall Pro

Users can employ this integration to automatically create contacts in Levitate based on new scheduled jobs entered into Housecall Pro. This avoids manual CSV-based export-import processes to keep these systems effortlessly up to date.

  1. When this happens...
    New Scheduled Job
    New Scheduled Job
    New Scheduled JobTriggers when a job is scheduled.
  2. automatically do this!
    Create or Update Levitate Contact
    Create or Update Levitate Contact
    Create or Update Levitate ContactCreates or updates a Contact in Levitate
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More things you can do with Housecall Pro and Levitate

Discover other triggers and actions you can use with Housecall Pro and Levitate

  • Housecall Pro triggers, actions, and search
    New Completed Job

    Triggers when a job is completed.

    Trigger
    Polling
    Try It
    • First name
      Required
    • Last name
    • Email
    • Mobile number
    • Home number
    • Work number
    • Notifications enabled
    • Tag1
    • Tag2
    • Street
    • Street line 2
    • City
    • State
    • Zip
    • Country
    Action
    Write
    • Donor Name
      Required
    • Donor Email
      Required
    • Donation Amount
      Required
    • Donation Date
    • Donation Type
    • Campaign
    • Donation Stage
    • External ID
    • Donor ID
    Action
    Write
    • Contact ID in Source System
      Required
    • Last Name
    • First Name
    • Full Name
    • Email Addresses
    • Phone Numbers
    • Address Line 1
    • Address Line 2
    • Address City
    • Address State / Province
    • Address Postal Code
    • Address Country
    • Birthday
    • Tags
    • Note
    Action
    Write
    • Policy Number
      Required
    • Carrier Name
      Required
    • Premium
      Required
    • Renewal Date
      Required
    • Effective Date
      Required
    • Policy Holder ID
      Required
    • Cancellation Date
      Required
    • Line of Business
      Required
    • Policy ID in the Source System
      Required
    • Origination Date
    • Policy Holder First Name
    • Policy Holder Last Name
    • Policy Holder Email
    Action
    Write
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About Housecall Pro
Housecall Pro is a top rated software to run your home service business. We make it easy to schedule, dispatch, estimate, invoice, accept credit cards and get booked online by customers.
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About Levitate
Our Happiness Platform combines authentic communication tools, dedicated success specialists and AI to help you build lasting relationships.
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