Automate Procore & Housecall Pro

Stop paying for mismatched spreadsheets. Sync data between Procore and Housecall Pro 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 ["Procore"]
        T1(["List company vendors"])
    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 ["Housecall Pro"]
        A1(["Create Customer"])
    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 Procore and Housecall Pro operate independently, project managers often face significant delays in updating project statuses. For instance, when a new project is created in Procore, the project details such as name, start date, and assigned team members must be manually entered into Housecall Pro. This manual entry not only consumes valuable time for the project management team but also introduces the risk of human error, leading to discrepancies in project timelines and resource allocation. As a result, field technicians may arrive on-site without the correct project information, causing confusion and delays in service delivery.

Top Ways to Automate Procore & Housecall Pro

Automated Project Updates: Sync project timelines and status updates between Procore and Housecall Pro, ensuring all teams have access to the latest information without manual input.
Streamlined Invoicing: Automatically generate and send invoices based on completed work in Housecall Pro, pulling relevant data from Procore to reduce errors and speed up payment cycles.
Real-Time Resource Allocation: Leverage integrated data to optimize workforce deployment, allowing for immediate adjustments based on project needs and field service demands.

How to Build the Procore → Housecall Pro Sync

Set up a webhook in Procore to listen for the 'New Project' event. This will trigger when a new project is created.
Configure the webhook to send the following payload data: project name, start date, end date, and assigned team members.
In your integration service, create an endpoint to receive the webhook payload from Procore.
Extract the relevant fields from the received payload: project_name, start_date, end_date, and assigned_team.
Use the Housecall Pro REST API to insert a new project by making a POST request to https://api.housecallpro.com/v1/projects.
In the POST request body, include the extracted data in the following format: { "name": project_name, "start_date": start_date, "end_date": end_date, "team": assigned_team }.
Test the integration by creating a new project in Procore and verifying that it appears correctly in Housecall Pro.

Developer Warnings & API Gotchas

Ensure that the start_date and end_date formats match the expected format in Housecall Pro, or the API will reject the request.
Be cautious with the assigned_team field; it must match existing team member IDs in Housecall Pro, or the insertion will fail.
Monitor the payload size from Procore; if it exceeds the maximum limit allowed by Housecall Pro, the API call will not succeed.

Supported API Operations

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

When this happens in Procore... List company vendors

Do this in Housecall Pro Create Customer

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