Automate Housecall Pro & Trello

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

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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 ["Trello"]
        A1(["Add Attachment to Card"])
    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 Trello operate independently, field technicians often submit completed jobs in Housecall Pro, but this data does not automatically reflect in Trello. As a result, project managers manually enter job completion details into Trello, risking human error and miscommunication. For instance, if a job is marked as complete in Housecall Pro but not updated in Trello, the project timeline can be disrupted, leading to missed deadlines and frustrated team members who rely on accurate project tracking.

Top Ways to Automate Housecall Pro & Trello

Automated Task Creation: Instantly create Trello cards for every new job scheduled in Housecall Pro, ensuring that project managers have real-time visibility on field tasks without manual entry.
Real-Time Status Updates: Automatically update Trello card statuses based on job progress in Housecall Pro, providing your team with up-to-date information and reducing the need for constant check-ins.
Centralized Communication: Streamline communication by linking comments and updates from Housecall Pro directly to Trello cards, ensuring all team members are informed and reducing the risk of miscommunication.

How to Build the Housecall Pro → Trello Sync

Set up a webhook in Housecall Pro to listen for the 'Job Completed' trigger. This can be done by navigating to the Webhooks section in the Housecall Pro dashboard and creating a new webhook.
Configure the webhook to send a POST request to your endpoint when a job is completed. The payload will include relevant job data such as job ID, customer name, and completion timestamp.
On your server, create an endpoint that receives the webhook data from Housecall Pro. Extract the job ID, customer name, and completion timestamp from the incoming payload.
Use the Trello API to create a new card or update an existing card in a specific board. Send a POST request to the Trello endpoint: https://api.trello.com/1/cards with the following parameters:
- name: 'Job Completed - {customer_name}'
- desc: 'Job ID: {job_id}, Completed on: {completion_timestamp}'
- idList: '{your_trello_list_id}'
- key: '{your_trello_api_key}'
- token: '{your_trello_oauth_token}'
Test the integration by completing a job in Housecall Pro and verifying that a new card appears in Trello with the correct details.

Developer Warnings & API Gotchas

Ensure that the job ID from Housecall Pro is correctly mapped to the Trello card's title or description. If the job ID does not match an existing card, it may lead to confusion about job status.
Be cautious with date formats; Housecall Pro may use a different timestamp format than Trello. Confirm that the completion timestamp is formatted correctly to avoid issues with date parsing.
Double-check that the Trello list ID is accurate. If the ID is incorrect, the card may not be created in the intended list, causing further organizational challenges.

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 Trello Add Attachment to Card
When this happens in Housecall Pro... New Scheduled Job

Do this in Trello Add Checklist to Card

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