How to connect your tools

Most tools take one sign-in. Housecall Pro and Stripe take a few steps, here one at a time.

Sign in and you are done

Google CalendarYou'll sign in with Google. We never see your password.
QuickBooksYou'll sign in with Intuit, QuickBooks' company. We never see your password.
Jobber Coming soonYou'll sign in with Jobber. We never see your password.

Housecall Pro: your API key

Before you start: Needs Housecall Pro's MAX plan. On another plan? Skip this; James will text you each booking. Sign in as an Admin: only Admins can make an API key.

Sign in to Housecall Pro and go to My Apps, then All Apps.
Find API Key Management: scroll the All apps page or use the search bar. Open it.
Click Generate API Key.
Name the key James, pick Full access (James books jobs, so read-only is not enough), then click Generate key.
Copy the API key it shows you. Being checked
Paste it in your James setup.

From help.housecallpro.com

Housecall Pro: finished jobs (webhook)

Before you start: Webhooks are on Housecall Pro's MAX plan too.

Tap Get my webhook address in your James setup and copy the address.
In Housecall Pro, go to My Apps, then All Apps.
Select the All apps tab and open the Webhooks app.
Click the toggle in the top right to turn Webhooks on. It turns blue and says Active.
Paste the address as the webhook URL and click Save. Being checked
Housecall Pro then shows a signing secret. Copy it. Being checked
In the events list, turn on the event for a job being completed. Being checked
Paste the signing secret in your James setup.

From help.housecallpro.com

Stripe: paid invoices (webhook)

Tap Get my webhook address in your James setup and copy the address.
Open the Webhooks tab in Stripe's Workbench. dashboard.stripe.com/webhooks
Click Create an event destination.
Select Your account.
For the payload format, choose Snapshot (not Thin).
Select these events: invoice.paid, invoice.finalized, invoice.voided and charge.dispute.created.
Select Continue, then Webhook endpoint as the destination type.
Click Continue, paste the address as the Endpoint URL, and create the destination. Being checked
On the webhook's page, click Reveal secret and copy the secret that starts with whsec_.
Paste it in your James setup.

From docs.stripe.com