Connect Housecall Pro to Offorte Proposals

Both apps 18Housecall Pro 3Offorte Proposals 15

• Trigger
  New Completed Job

  Triggers when a job in Housecall Pro is marked complete.

• Trigger
  New Scheduled Job

  Triggers when a new job with a scheduled status is created in Housecall Pro.

• Action
  Create Customer

  Creates a new customer in Housecall Pro with their contact details, tags, notes and addresses.

• Action
  Create Contact

  Creates a new contact in Offorte, either an organisation or a person.

• Action
  Create Organisation Contact Person

  Adds a contact person to an Offorte organisation.

• Action
  Create Product

  Creates a new product in an Offorte product directory.

• Action
  Create Product Directory

  Creates a new product directory in Offorte.

• Action
  Create Proposal

  Creates a new proposal in Offorte for a contact, from a proposal template.

• Action
  Delete Product

  Deletes a product from Offorte.

• Action
  Delete Product Directory

  Deletes an empty Offorte product directory.

• Action
  Find Contact

  Searches your Offorte person contacts by name and returns the matching contacts.

• Action
  Find Product

  Finds products in a product directory whose name or SKU matches the search text.

• Action
  Send Proposal

  Sends an Offorte proposal to its contact people by email.

• Action
  Update Contact

  Updates an existing Offorte organisation contact.

• Action
  Update Organisation Contact Person

  Updates a contact person of an Offorte organisation.

• Action
  Update Product

  Updates an existing Offorte product.

• Action
  Update Product Directory

  Renames an Offorte product directory.

• Action
  Update Proposal

  Updates an existing proposal's details such as name, status, contact, tags, price tables and custom fields. Fields left blank stay unchanged.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.