Housecall Pro integration with pulseM
How to Send pulsechecks in pulseM for new completed jobs in Housecall Pro
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Send pulsechecks in pulseM for new completed jobs in Housecall Pro" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate pulseM integrations
pulseM actions
Nekton can use any feature that is available in pulseM API.
Using our advanced AI, you can easily create custom automations for pulseM.
Here are some typical actions you can do in your automated workflows.
Send Bio
Send a pulseM Bio to your customer.
Send pulseCheck
Send a pulseM pulseCheck to your customer.
Send Contact Card
Send a pulseM Contact Card to your customer.
About pulseM
PulseM is a customer engagement tool for the home services market which helps you to stay connected with your customers.