Automate Trello & Housecall Pro

Stop paying for mismatched spreadsheets. Sync data between Trello 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 ["Trello"]
        T1(["Card Archived Legacy"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> 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 Trello and Housecall Pro operate independently, project managers often face the challenge of manually transferring task updates to field service teams. For instance, when a new task is created in Trello, details such as due dates and assigned personnel may not be reflected in Housecall Pro until someone manually inputs that information. This leads to situations where field technicians arrive at job sites without the latest task details, wasting valuable time and resulting in missed deadlines. The project management team spends hours each week on data entry, which could be better utilized for strategic planning.

Top Ways to Automate Trello & Housecall Pro

Automated Task Creation: Instantly create Trello cards for every new job scheduled in Housecall Pro, ensuring your project management board is always up-to-date with the latest field service tasks.
Real-Time Status Updates: Automatically sync status changes from Housecall Pro to Trello, providing your team with immediate visibility into job progress and reducing the need for constant check-ins.
Centralized Reporting: Generate comprehensive reports that pull data from both Trello and Housecall Pro, allowing for seamless analysis of project timelines, resource allocation, and service efficiency.

How to Build the Trello → Housecall Pro Sync

Set up a webhook in Trello to listen for the 'card created' event. This can be done by accessing the Trello API and creating a webhook that points to your server endpoint.
In your server, configure the endpoint to receive the webhook payload. Extract relevant data from the payload, such as card name, due date, and assigned member IDs.
Use the extracted data to format a POST request to the Housecall Pro API. Specifically, target the '/tasks' endpoint to create a new task in Housecall Pro.
Map the Trello card data to the Housecall Pro task fields. For example, the card name should be mapped to the task title, the due date to the task due date, and the member IDs to the assigned technician field.
Test the integration by creating a new card in Trello and confirming that it appears as a task in Housecall Pro with all details correctly populated.

Developer Warnings & API Gotchas

Ensure that the member IDs from Trello correspond correctly to the technician IDs in Housecall Pro, as mismatches can lead to tasks being assigned incorrectly.
Be cautious with date formats; Trello uses ISO 8601 format for due dates, while Housecall Pro may require a different format, leading to potential errors in task creation.
When mapping fields, double-check that all required fields in Housecall Pro are filled; missing mandatory fields can result in API errors and failed task creation.

Supported API Operations

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

When this happens in Trello... Card Archived (Legacy)

Do this in Housecall Pro Create Customer

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