Connect Housecall Pro and Square to unlock the power of automation
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Set up your first integration
Quickly connect Housecall Pro to Square with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Housecall Pro with Square - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Completed Job" from Housecall Pro.
Add your action
An action happens after the trigger—such as "Add Customer to Group" in Square.
You’re connected!
Zapier seamlessly connects Housecall Pro and Square, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- 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- Item Type
Try ItTriggerPolling- LocationRequired
Try ItTriggerPolling
- New Scheduled Job
Triggers when a job is scheduled.
Try ItTriggerPolling - New Appointment
Triggers when a new appointment is created.
Try ItTriggerPolling - New Customer
Triggers when a new customer is created.
Try ItTriggerPolling - LocationRequired
- Order Status
Try ItTriggerPolling
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Connect Housecall Pro and Square to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Learn how to automate Square on the Zapier blog
Frequently Asked Questions about Housecall Pro + Square integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Housecall Pro and Square
How do I connect Housecall Pro to Square?
To connect Housecall Pro with Square, you'll need to set up an integration through our platform. Begin by selecting Housecall Pro and Square as the applications you want to integrate. Then, authorize both accounts by following the on-screen instructions. Once authorized, you can create a workflow connecting them.
What triggers can be used with the Housecall Pro and Square integration?
In our integration setup, various triggers from Housecall Pro can be used, such as 'New Payment', 'New Customer', or 'Job Completed'. These triggers will initiate actions in Square like processing a payment or creating a new customer entry.
Can I create custom actions in Square using data from Housecall Pro?
Yes, you can set up custom actions in Square based on specific triggers from Housecall Pro. For example, when a 'New Payment' is recorded in Housecall Pro, it can automatically result in creating an invoice or updating sales data in Square.
What type of data synchronization occurs between Housecall Pro and Square?
Data synchronization happens based on your selected triggers and actions. For instance, when a new customer is added in Housecall Pro, their details can be automatically synchronized with your customer records in Square.
Are there any limitations with the integration between Housecall Pro and Square?
While our integration supports numerous triggers and actions, some complex workflows may require additional configurations. Currently, there might be limitations related to real-time syncing for large datasets or specialized fields not directly supported by default triggers/actions.
How do I handle errors when syncing data between Housecall Pro and Square?
If an error occurs during the synchronization process between Housecall Pro and Square, you should check the detailed activity logs on our platform for troubleshooting guidance. Our system provides information on what may have caused the issue so you can address it promptly.
Can I disconnect my accounts once integrated?
Yes, you can disconnect your Housecall Pro account from your Square account at any time through our platform's interface. Simply navigate to your connected apps settings where you have the option to remove or edit linked accounts.
