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Integrate Housecall Pro with Plaid

Appy Pie Connect allows you to automate multiple workflows between Housecall Pro and Plaid

  • No code
  • No Credit Card
  • Lightning Fast Setup
20 Million man hours saved

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About Housecall Pro

Housecall Pro is a top rated software to run your home service business. We make it easy to schedule, dispatch, estimate, invoice, accept credit cards and get booked online by customers.

About Plaid

Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.

Plaid Integrations
Connect Housecall Pro + Plaid in easier way

It's easy to connect Housecall Pro + Plaid without coding knowledge. Start creating your own business flow.

    Triggers
  • New Completed Job

    Triggers when a job is completed.

  • New Scheduled Job

    Triggers when a job is scheduled.

  • New Item

    Triggers when a new item is created.

    Actions
  • Create Customer

    Creates a new customer

  • Create payment recipient

    Create a new payment recipient

Compliance Certifications and Memberships

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Housecall Pro & Plaid Integrations Work

  1. Step 1: Choose Housecall Pro as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Plaid as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Housecall Pro to Plaid.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.