Automation library · CRM

Guide home-service sales calls with Housecall Pro and OpenAI

Started by another system calling it. It calls services over plain HTTP rather than through connectors. It hands the judgement calls to OpenAI. 20 steps, 4 branches: a working afternoon to understand properly.

MediumCalls a model: OpenAI

Download free
20 stepsMedium: a working afternoon
4Branches: places the flow splits
0Loops or waits
0Services by connector: it calls them over plain HTTP

The flow

Starts it 2Model 3Logic 10Service 5

The steps in the order they run, from what starts it.

  1. 1When Form Data ReceivedWebhookStarts it
  2. 2OpenAI GPT-4.1 ChatLm Chat Open AiModel
  3. 3Configure Workflow SettingsSetLogic
  4. 4Closing Strategy AgentAgentModel
  5. 5Organize Closing StatementsOutput Parser StructuredModel
  6. 6Normalize Form InputsSetLogic
  7. 7Respond to GHL WebhookRespond To WebhookStarts it
  8. 8Route by Form Step TypeSwitchLogic
  9. 9Post GHL Contact DataHttp RequestService
  10. 10Route by Service CategorySwitchLogic
  11. 11Compute Pricing RangeCodeLogic
  12. 12Assemble AI Input ContextSetLogic
  13. 13Route by Call ResultSwitchLogic
  14. 14Set Conditional QueriesSetLogic
  15. 15If Pressure Washing NeededIfLogic
  16. 16Build Pricing ResponseSetLogic
  17. 17Post GHL Opportunity - WonHttp RequestService
  18. 18Post GHL Opportunity - ThinkingHttp RequestService
  19. 19Post GHL Opportunity - LostHttp RequestService
  20. 20Post to Housecall Pro APIHttp RequestService

How it's built

Starts on
Another system calling it
Steps
20, with 4 branches
Size
Medium: a working afternoon
Connects to
Nothing by connector; it calls services over plain HTTP
Model
OpenAI

Questions

What does it need to run?

An n8n account, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on another system calling it.

Does it use AI?

Yes. It calls OpenAI. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 20 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 20 steps before you point it at anything that matters.