Question

Housecall. pro Tagging.

  • 13 April 2022
  • 6 replies
  • 43 views

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?


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6 replies

Userlevel 7
Badge +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.

 

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

 

Userlevel 7
Badge +14

@ChadLivingston

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

 

These are the general fields in the HCP app itself
 

 

Userlevel 7
Badge +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)