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Question

Housecall. pro Tagging.

  • 13 April 2022
  • 6 replies
  • 42 views
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?

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
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.

 

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

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

 

Troy Tessalone
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?

⚡ 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
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)

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