Send invites automatically from Housecall Pro
Connect a Housecall Pro webhook to Smart Invites so each customer is asked for a testimonial once their job is marked complete.
Housecall Pro can tell ReTestimonial when a job is marked complete, and Smart Invites then emails that customer a request for a testimonial. You create a webhook in ReTestimonial, then add its URL in Housecall Pro. Smart Invites are on Premium and Business, and Housecall Pro sends webhooks on its own MAX plan.
Create the webhook in ReTestimonial
Follow Send invites automatically with a webhook and, under Where do you do the work?, pick Housecall Pro. The fields come filled in:
| Field | Value | What it holds |
|---|---|---|
| Email path | job.customer.email | The job's customer's email address |
| Name path | job.customer.first_name | Their first name |
| Company path | job.customer.company | Their company, when the customer record has one |
| Only invite when (optional) | event equals job.completed | Lets through finished jobs only |
Wait before the first email starts at one day, so the ask arrives the day after the job. Set it to suit your work. Choose the form and the emails, click Create webhook, then click Copy next to Your webhook URL and keep the page open.
Add the webhook in Housecall Pro
In Housecall Pro, open My Apps > All Apps, open the Webhooks app and switch it on. Housecall Pro's webhooks help article shows each screen.
- Paste your URL and click Save.
- Housecall Pro then shows a signing secret. Copy it.
- Choose the event
job.completed.
Paste the signing secret
Back in ReTestimonial, paste the secret into Housecall Pro signing secret (recommended) and click Save. The field then reads Signature verification is on — unsigned events are rejected. A saved secret can't be viewed again; to change it, click Replace secret on the webhook's Setup tab.
Wait for the first finished job
Housecall Pro has no button that sends a test event. The first job marked complete is the first customer invited, and the page shows Event received — it works. To see one sooner, complete a small job of your own, with your own email address on the customer.
Skipped and failed Housecall Pro events
- Other events are skipped. If you chose more events in Housecall Pro, the filter lets through
job.completedonly, and the rest show as Skipped. - A job without an email. A customer record with no email address shows as Failed with "No email was found at the mapped path", and nobody is invited.
- Signature failures. When the secrets don't match, the event shows as Failed with "The signature didn't match". Copy the secret from Housecall Pro's Webhooks app again and paste it with Replace secret on the Setup tab.
- Repeat events are one invite. If Housecall Pro sends the same event twice, the customer is invited once, and a customer invited recently shows as Skipped with "Customer was already invited within the cooldown window".
- Different services, different forms: on Business, add a Conditional routing rule on a field of the job, such as
job.description, to send each kind of job to its own form.
Related articles
Was this page helpful?
Send invites automatically from Kajabi
Connect a Kajabi offer's Purchase webhook to Smart Invites so each student is asked for a testimonial some days after they buy.
Send invites from any app with a custom webhook
Post a customer's email from your own backend, Zapier, Make or n8n to a custom webhook, and ReTestimonial emails them a testimonial request.