Share document folders with clients when bookings are confirmed

When a new booking is created in Housecall Pro, share the relevant document folder in Orca Scan with the customer.

Try:

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Orca Scan Explore Orca Scan →

Triggers

New file uploaded

Fires when a new file is uploaded to Orca Scan.

File shared

Fires when a file in Orca Scan is shared with someone new.

Folder updated

Fires when a folder's contents change in Orca Scan.

Actions

Upload file

Uploads a file to Orca Scan.

Create folder

Creates a new folder in Orca Scan.

Share file

Shares a file from Orca Scan with a link or user.

Housecall Pro Explore Housecall Pro →

Triggers

New booking made

Fires when a new booking or appointment is made in Housecall Pro.

Booking rescheduled or canceled

Fires when a booking in Housecall Pro is changed or canceled.

New customer

Fires when a new customer books for the first time in Housecall Pro.

Actions

Create a booking

Creates a new booking or appointment in Housecall Pro.

Cancel or reschedule a booking

Cancels or moves a booking in Housecall Pro.

Create or update a customer

Creates or updates a customer record in Housecall Pro.

Add the booking to a calendar

Adds a booking from Housecall Pro to a connected calendar.

Generate client folders automatically for new bookings When a customer makes a new booking in Housecall Pro, create a designated folder in Orca Scan so onboarding materials are ready. See details

Update customer records in your scheduling system upon file upload When a client uploads a required document to Orca Scan, automatically update their customer profile in Housecall Pro. See details

See all Orca Scan + Housecall Pro integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Share document folders with clients when bookings are confirmed” between Orca Scan and Housecall Pro?

Yes — describe it in the box above and Knit's Integrations Agent researches Orca Scan and Housecall Pro's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can client folders in Orca Scan be created automatically when an appointment is booked in Housecall Pro?

Yes, new bookings in Housecall Pro can instantly create designated client folders in Orca Scan to store all relevant project documents.

How can file uploads in Orca Scan manage customer scheduling in Housecall Pro?

Uploading required documents to Orca Scan can automatically create or update customer profiles in Housecall Pro to prepare them for booking.