Automate Housecall Pro & Procore

Stop paying for mismatched spreadsheets. Sync data between Housecall Pro and Procore 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 ["Procore"]
        A1(["Create Bid Board Project"])
    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 Procore operate in isolation, crucial job details like customer information, service dates, and job statuses are often manually re-entered into Procore after being recorded in Housecall Pro. This results in discrepancies, such as outdated job statuses leading to miscommunication among field teams and project managers. The operations team spends hours reconciling discrepancies between the two systems, wasting valuable time that could be spent on actual project work.

Top Ways to Automate Housecall Pro & Procore

Automated Job Scheduling: Streamline the scheduling process by automatically syncing job assignments from Procore to Housecall Pro, ensuring field teams are always updated with the latest project requirements and timelines.
Real-Time Status Updates: Enable instant updates from field technicians back to Procore, allowing project managers to monitor progress in real-time and make informed decisions without delays.
Unified Reporting: Generate comprehensive reports that pull data from both platforms, providing insights into project performance, resource utilization, and financial metrics, all in one place for better strategic planning.

How to Build the Housecall Pro → Procore Sync

Set up a webhook in Housecall Pro to listen for the 'Job Completed' event. This will trigger when a job is marked as complete in Housecall Pro.
In the webhook configuration, ensure you extract the following payload data: job_id, customer_name, service_date, and job_status.
Configure your server to receive the webhook payload and parse the JSON data to extract the required fields.
Use the Procore REST API to create a new job entry. Make a POST request to the endpoint https://api.procore.com/vapid/projects/{project_id}/jobs.
In the POST request, include the extracted data in the request body, mapping job_id to external_id, customer_name to name, service_date to scheduled_start_at, and job_status to status.

Developer Warnings & API Gotchas

Ensure that the job_status mapping aligns with Procore's predefined statuses; mismatches can lead to rejected API calls.
Be aware of the data types for each field; for instance, service_date must be in ISO 8601 format, or the Procore API will not accept the request.
When extracting customer_name, ensure to handle special characters correctly to avoid JSON parsing errors in the API request.

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 Procore Create Bid Board Project
When this happens in Housecall Pro... New Scheduled Job

Do this in Procore Create Budget Change

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