Housecall Pro
Housecall Pro is a home services platform. Advanced Form Integration sends form submissions to Housecall Pro, so every form entry on your WordPress site can create or update records automatically without manual data entry.
What you’ll need
- An active Housecall Pro account.
- An API key from Housecall Pro (see below).
- The Advanced Form Integration plugin installed and activated.
Get your Housecall Pro API key
Housecall Pro authenticates with an API key.
- Sign in to your Housecall Pro account.
- Navigate to the API or integrations section in your account settings.
- Generate or copy your API Key.
- In WordPress, go to AFI → Settings → Housecall Pro, click Add New Account, and paste the key.
Connect Housecall Pro to AFI
- In WordPress, go to AFI → Settings and open the Housecall Pro tab.
- Click Add New Account and paste the API key or token.
- Give the account a name you will recognise.
- Click Save.
Create the integration
- Go to AFI → Add New.
- Give the integration a name, for example
Form to Housecall Pro. - Under Trigger, pick the form plugin and the specific form you want to listen on.
- Under Action → Platform, select Housecall Pro.
- In Task, choose Create Customer.
- Pick the saved account in the Housecall Pro Account dropdown.
- Map your form fields onto the Housecall Pro fields listed below.
- Optional: open Conditional Logic to limit which submissions are sent.
- Click Save Integration.
Tasks supported
Create Customer
Creates a new customer record. The record appears in your dashboard immediately.
| Field | Field key | Required | Notes |
|---|---|---|---|
| First Name | apiKey |
No | |
| Last Name | lastName |
Yes | |
email |
Yes | ||
| Phone | phone |
No | |
| Mobile | mobile |
No | |
| Company | company |
No | |
| Street | address |
No | |
| Street 2 | address2 |
No | |
| City | city |
No | |
| State | state |
No | |
| Zip | zip |
No | |
| Country | country |
No | |
| Lead Source | leadSource |
No | |
| Note | note |
No |
Create Lead
Creates a new lead from the form submission. The lead appears in your pipeline immediately.
| Field | Field key | Required | Notes |
|---|---|---|---|
| First Name | apiKey |
No | |
| Last Name | lastName |
Yes | |
email |
Yes | ||
| Phone | phone |
No | |
| Mobile | mobile |
No | |
| Company | company |
No | |
| Street | address |
No | |
| Street 2 | address2 |
No | |
| City | city |
No | |
| State | state |
No | |
| Zip | zip |
No | |
| Country | country |
No | |
| Lead Source | leadSource |
No | |
| Note | note |
No |
Pro features
The Pro integration extends the free base with additional field mapping, custom field support, and other enhancements. Pro uses the same connection and tasks as the free version, so your existing integrations keep working.
| Feature | Free | Pro |
|---|---|---|
| Standard tasks | ✅ | ✅ |
| Standard field mapping | ✅ | ✅ |
| Custom field mapping | Limited | ✅ |
| Additional task variants | Limited | ✅ |
Conditional logic example
Only send data to Housecall Pro when the form’s email field is not empty, so test submissions or incomplete entries do not create records. Add a condition: Email is not empty.
Troubleshooting
Nothing arrives in Housecall Pro
Open AFI → Log and find the most recent entry for this integration. AFI stores the request it sent and the raw response it got back. If there is no log entry at all, the trigger never fired: re-check the form selection and submit a real test entry from the front end.
API key rejected
Copy the key directly from Housecall Pro with no leading or trailing spaces. If the key was revoked or regenerated, update it in AFI → Settings → Housecall Pro.