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.
- When this happens...New Scheduled JobTriggers when a job is scheduled.
- automatically do this!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
- New Completed Job
Triggers when a job is completed.
Try ItTriggerPolling - First nameRequired
- Last name
- Email
- Mobile number
- Home number
- Work number
- Notifications enabled
- Tag1
- Tag2
- Street
- Street line 2
- City
- State
- Zip
- Country
ActionWrite- Donor NameRequired
- Donor EmailRequired
- Donation AmountRequired
- Donation Date
- Donation Type
- Campaign
- Donation Stage
- External ID
- Donor ID
ActionWrite
- New Scheduled Job
Triggers when a job is scheduled.
Try ItTriggerPolling - Contact ID in Source SystemRequired
- 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
ActionWrite- Policy NumberRequired
- Carrier NameRequired
- PremiumRequired
- Renewal DateRequired
- Effective DateRequired
- Policy Holder IDRequired
- Cancellation DateRequired
- Line of BusinessRequired
- Policy ID in the Source SystemRequired
- Origination Date
- Policy Holder First Name
- Policy Holder Last Name
- Policy Holder Email
ActionWrite
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