Housecall Pro not syncing estimates to my calendar

Hello   ​@wilkins2277  This is likely a limitation of the Housecall Pro Zapier app.

Housecall Pro currently triggers on New Job, but estimates are a separate object and don’t have a native New Estimate trigger in Zapier. That’s why jobs show up on your Outlook calendar but estimates don’t.

Workarounds to consider:
If estimates get converted to jobs, the New Job trigger will fire.
If estimate notifications are emailed, you could use Email by Zapier or Outlook’s New Email trigger to create calendar events.

Dr. Tanvi Sachar
Monday Certified Partner, Tuesday Wizard

Hey ​@wilkins2277,

Currently New Estimate trigger is not supported for Housecall Pro Zapier integration.

But there is a workaround by creating a webhooks for Estimate creation in Housecall Pro and catching that in Zapier using Webhooks in Zapier. Here is Housecall Pro webhooks documentation- https://docs.housecallpro.com/docs/housecall-public-api/46e9e1be07621-webhooks. See the image below for Estimates Webhook-

 

Once you create the webhook, you will have to Catch hook trigger to catch that webhook in Zapier. Here is a helpful article about it here- https://help.zapier.com/hc/en-us/articles/8496083355661-How-to-get-started-with-Webhooks-by-Zapier

I can understand it can get a bit more technical and complex but if it’s important for you, you can give this approach a try. Hope it helps!

PS: If you need more active help, I’m happy to connect through my Zapier Solution Partner page if you’d like to reach out here- https://zapier.com/partnerdirectory/automation-jinn

Both of those options were unfortunately too complex for me to attempt them especially with my current workload. I do greatly appreciate your follow up. 

No worries ​@wilkins2277, completely understand 🤗 We'll be sure to notify you by email once a "New Estimate Created" trigger becomes available for Housecall Pro, so keep an eye out for that. Hopefully it won't be too long! 🤞