Skip to main content

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Learning Resources
All of our best learning resources can be found here.

Featured Articles Show & Tell Zapier's products AI Hub Zapier Tools Hub

Share your knowledge
Give back to the Community by sharing your automation wins and helping to answer questions.

Share your success See unanswered questions User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

Question

Housecall. pro Tagging.

C

I have a typeform on my website and my current zap creates a customer in Housecall Pro.   Is there a way to have the zap also add a tag to the customer so that I know the new customer was made?

Did this topic help you find an answer to your question?
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

6 replies

Troy Tessalone
Forum|alt.badge.img+14

Hi @ChadLivingston 

Good question.

Does the HCP Create Customer action have a field for Tags?

The HCP API endpoint to Create Customer shows a Tags field.

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
C
1 person likes this
  • C
    ChadLivingston
C

I’m brand new at this but I’m guessing i simply need to turn that on?

 

Troy Tessalone
Forum|alt.badge.img+14

@ChadLivingston

Can you post screenshots of the fields available in the HCP Create Customer action when you are configuring the Zap?

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
C

 

C
These are the general fields in the HCP app itself
 

 

Troy Tessalone
Forum|alt.badge.img+14

@ChadLivingston 

These are your Tag fields for HCP in the Zap.

 

 

In HCP, this is the list view that should show those Tags:

 

Have you manually tested each Zap step, then reviewed the results in HCP? (make sure to refresh after each test)

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Terms & Conditions