Automate Housecall Pro & Monday

Stop paying for mismatched spreadsheets. Sync data between Housecall Pro and Monday in real-time, so you can manage your operations without the busywork.

Get This Workflow Built

Custom API Integration

Secure Data Transfer

Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["Housecall Pro"]
        T1(["New Completed Job"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[Webhook
Listener] --> V{Validation
& Auth}
        V -->|Fail| DLQ[Dead Letter
Queue]
        V -->|Pass| Map[Data Mapping
& Transformation]
        Map --> Retry[Rate Limiting
& Retries]
    end
    
    subgraph Target ["Monday"]
        A1(["Archive Board"])
    end

    T1 -->|JSON Payload| W
    Retry -->|Authenticated API POST| A1

    style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px
    style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff
    style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff
    style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff

When Housecall Pro and Monday are not integrated, field technicians may complete jobs and update their statuses in Housecall Pro, but this information does not automatically reflect in Monday. As a result, project managers must manually enter job completion data into Monday, risking errors in task tracking. This leads to discrepancies between actual job statuses and what is displayed in project timelines, causing confusion and wasted time for both the field and management teams.

Top Ways to Automate Housecall Pro & Monday

Automated Job Scheduling: Seamlessly sync job assignments from Housecall Pro to monday.com, ensuring that your team is always aware of their tasks and schedules without manual updates.
Real-Time Status Updates: Automatically update job statuses in monday.com as they progress in Housecall Pro, providing your team with instant visibility into project timelines and resource allocation.
Centralized Reporting: Generate comprehensive reports that pull data from both platforms, allowing for data-driven decision-making and performance tracking without the hassle of manual data compilation.

How to Build the Housecall Pro → Monday Sync

Set up a webhook in Housecall Pro to listen for the 'Job Completed' event. This webhook will trigger when a technician marks a job as complete.
Configure the webhook to send a payload containing the job ID, customer details, and completion timestamp to your designated endpoint.
On your server, create an endpoint to receive the webhook data. Extract the job ID, customer name, and completion timestamp from the payload.
Use the Monday REST API to insert a new item into your board. Make a POST request to the '/items' endpoint, including the extracted data in the request body. Ensure to map the job ID to the corresponding column in Monday.
Test the integration by completing a job in Housecall Pro and verifying that the new item appears correctly in Monday with all relevant details.

Developer Warnings & API Gotchas

Ensure that the job ID from Housecall Pro matches the corresponding item ID in Monday. If the mapping is incorrect, you may end up creating duplicate entries or overwriting existing data.
Be cautious with date formats; Housecall Pro may send timestamps in UTC, while Monday might require local timezone adjustments. Failing to convert these correctly can lead to scheduling errors.
Monitor the payload size from Housecall Pro. If the job details exceed the maximum allowed size for a POST request in Monday, you will need to truncate or simplify the data being sent.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

When this happens in Housecall Pro... New Completed Job

Do this in Monday Archive Board
When this happens in Housecall Pro... New Scheduled Job

Do this in Monday Archive Group

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I can see you're looking at mapping Housecall Pro to Monday. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?