Connecting Vallo to your tools

Vallo connects to the tools you already run your business on. When an integration is connected, the AI can use it during a live call — looking up callers, booking appointments, creating records — and send call data to your other systems after the call ends.

All integrations are managed at Dashboard → Integrations.

Calendly — appointment scheduling

Vallo books directly into your Calendly during the call. The caller gets a confirmed appointment before they hang up.

What it does on a call

Checks your real-time availability
Books a slot while the caller is still on the line
Sends the calendar invite automatically

Connecting Calendly

Go to Dashboard → Integrations.
Click Connect on the Calendly card.
Sign in to your Calendly account and authorize Vallo.

Once connected, any agent in your account can offer scheduling during calls. The agent will ask the caller for their name and email before booking.

Google Calendar — appointment scheduling

Vallo checks your Google Calendar for open times and books directly during the call. You set which days and hours are available — the AI only offers slots inside those windows, and it checks your calendar for conflicts so you never get double-booked.

What it does on a call

Checks your real-time availability against your calendar
Offers open slots within the hours you set
Books the appointment and adds it to your Google Calendar
Sends the caller a confirmation

Connecting Google Calendar

Go to Dashboard → Integrations.
Click Connect on the Google Calendar card.
Sign in to your Google account and authorize Vallo.

Settings

After connecting, click Manage on the Google Calendar card to set your availability:

Available days and hours — check the days you work and set your start and end times for each. Vallo only offers times inside these windows.
Appointment length — how long each booking lasts (default: 60 minutes).
Break between appointments — breathing room before and after each slot (default: 15 minutes).
How far ahead — how far out callers can book (default: 14 days).

Jobber — field service management + scheduling

Vallo looks up callers in Jobber, logs service requests, and — if you turn on scheduling — books appointments directly into your Jobber calendar during the call. Built for lawn care, cleaning, plumbing, HVAC, and other field service businesses.

What it does on a call

Recognizes returning customers by phone number
Verifies the caller’s identity by name before revealing any account details
Creates new client records for first-time callers
Logs service requests to the client’s record
Can update client details and amend service requests (if you turn those on)
Books appointments — when scheduling is enabled, the AI offers open times, checks your Jobber calendar for conflicts, and creates a job + visit in Jobber when the caller confirms

Connecting Jobber

Go to Dashboard → Integrations.
Click Connect on the Jobber card.
Sign in to your Jobber account and authorize Vallo.

Settings

After connecting, click Manage on the Jobber card to control what the AI can do:

Let AI update client details — name, company, email, and address. Phone numbers are never editable by the AI. Off by default.
Let AI edit service request descriptions — the caller can only amend requests they own. Off by default.

The caller must be verified by name before the AI makes any edits, and the AI always reads back the new value and waits for confirmation before saving.

Scheduling

Jobber scheduling lets your AI book appointments during the call, right into your Jobber calendar. The caller gets a confirmed time before they hang up, and the job shows up in Jobber linked to the right client record.

To turn it on, scroll to the Scheduling section on your Jobber settings page.

Enable scheduling — toggle this on. The AI will start offering appointment times on the next call.
Available days and hours — check the days you work and set your start and end times for each. The AI only offers slots inside these windows.
Appointment length — how long each booking lasts (default: 60 minutes).
Break between appointments — breathing room before and after each slot (default: 15 minutes).
How far ahead — how far out callers can book (default: 14 days).

The AI checks your existing Jobber visits before offering a time, so you never get double-booked.

If you also have Google Calendar or Calendly connected: Jobber scheduling takes priority. While Jobber scheduling is enabled, the AI books into Jobber instead of your other calendar. Turn Jobber scheduling off and your previous calendar integration picks back up.

JobNimbus — CRM for roofing

Vallo looks up callers in JobNimbus and creates contacts or adds notes automatically. Built for roofing crews and contractors who manage their pipeline in JobNimbus.

What it does on a call

Recognizes returning contacts by phone number
Verifies the caller’s identity by name
Creates new contacts for first-time callers
Adds a call summary note to the contact’s record

Connecting JobNimbus

Go to Dashboard → Integrations.
Click Connect on the JobNimbus card.
Enter your JobNimbus API key. Find this in JobNimbus under Settings → API → API Key.
Click Connect. Vallo will verify the key works before saving it.

Settings

After connecting, click Manage on the JobNimbus card to control what the AI can do:

Create new contacts — when a caller isn't found in JobNimbus, the AI can add them. On by default.
Add call notes — after the call, the AI logs a summary note on the contact's record. On by default.

Housecall Pro — field service management

Vallo looks up callers in Housecall Pro and creates leads in your Job Inbox automatically. Built for HVAC, plumbing, electrical, and other home-services trades.

What it does on a call

Recognizes returning customers by phone number
Verifies the caller's identity by name before sharing any account details
Creates new customer records for first-time callers
Logs a lead with a call summary straight to your Job Inbox

Connecting Housecall Pro

Housecall Pro's API requires their MAX plan (~$129/tech/month). If you're on Basic or Essentials, the API key option won't appear in your HCP account.

Go to Dashboard → Integrations.
Click Connect on the Housecall Pro card.
In Housecall Pro, open Settings → App Store and find the API section.
Generate a new API key and name it "Vallo."
Copy the key and paste it into Vallo.
Click Connect. Vallo will verify the key works before saving it.

If you see an error about your plan, check with Housecall Pro that your account has API access.

Settings

After connecting, click Manage on the Housecall Pro card to control what the AI can do:

Create new customers — when a caller isn't found in Housecall Pro, the AI can add them. On by default.
Create leads — after the call, the AI logs a summary of what the caller needs as a lead in your Job Inbox. On by default.

Workiz — field service management

Vallo captures caller details and creates leads or books jobs directly in Workiz after every call. Built for HVAC, plumbing, electrical, locksmith, and garage door businesses.

What it does on a call

Creates leads with the caller's name, phone, email, and what they need
Books jobs with a date, address, and job type
Tags everything as "Vallo" so you know where it came from

Workiz's API is write-only — the AI can create records but can't look up existing customers by phone. Every caller is treated as new.

Before you connect

Workiz requires the Developer API add-on — that's a setting inside Workiz, not something in Vallo. You'll need your API Token and API Secret from Workiz before you start. Here's how to find them.

Connecting Workiz

Go to Dashboard → Integrations.
Click Connect on the Workiz card.
Paste your Workiz API Token and API Secret.
Click Connect. Vallo will verify the credentials work before saving them.

Settings

After connecting, click Manage on the Workiz card to control what the AI can do:

Create leads — capture new callers as leads in Workiz with their name, phone, and what they need. On by default.
Create jobs — book jobs with a scheduled date, address, and job type directly into Workiz. On by default.

QuickBooks Online — estimates and customer revenue

Vallo creates a draft estimate in QuickBooks after every real call. The caller's info, what they need, and a ballpark price are already in QB by the time you open it — ready to review, adjust, and send. Returning callers show their invoiced and paid totals on the call detail page, so you know who you're talking to.

What it does after a call

Creates a draft estimate with the caller's details and service description
Matches the caller to an existing QB customer by phone, or creates a new one
Caches the customer's revenue history so it shows on future calls and on their People page profile

Estimates are drafts — every one is marked "Review before sending to customer" so nothing goes out without your sign-off. Spam calls, test calls, and hangups are skipped automatically.

Connecting QuickBooks

Go to Dashboard → Integrations.
Click Connect on the QuickBooks card.
Sign in to your Intuit account and authorize Vallo.

Vallo connects to the QuickBooks company you're signed into. Your company name appears on the manage page after connecting.

Settings

After connecting, click Manage on the QuickBooks card:

Auto-create estimates — push a draft estimate to QB after each call. On by default.
Auto-create customers — when a caller's phone doesn't match anyone in QB, add them as a new customer. On by default.
Show revenue in call log — display the caller's invoiced and paid totals on the call detail page. On by default.

If your connection expires

QuickBooks tokens last about 100 days. If your business goes quiet over a slow season, the connection can expire silently. You'll see a banner on your dashboard asking you to reconnect — just click through and sign in again.

Zapier — connect to 7,000+ apps

Send your call data to Google Sheets, Slack, HubSpot, or any of 7,000+ apps that Zapier supports. No coding required.

What Vallo sends to Zapier (triggers)

These fire automatically when something happens in Vallo:

New call — caller info, what they need, urgency, and estimated value, right after the call ends
Call booked — fires when you mark a call’s status as Booked
Call completed — fires when you mark a call’s status as Completed

What Zapier can send back to Vallo (actions)

Add a note to any call
Update a call’s status — mark it as Booked, Completed, etc.

Connecting Zapier

Go to Dashboard → Integrations.
Click Set up on the Zapier card.
Click Create connection key.
Copy the key right away — you won’t see it again after you leave the page.
Open Zapier, search for Vallo, and paste your key when Zapier asks for it.

Common setups

New call → add a row to Google Sheets — track every lead in a spreadsheet you already use
Call booked → send a Slack message to #dispatch — keep your team in the loop without forwarding emails
CRM deal closes → mark the Vallo call as completed — keep your pipeline in sync

Webhooks — send data to your own tools

If you use Make, n8n, or a custom system, webhooks let you send Vallo call data directly to any URL. This is the developer-friendly option.

What you can do

Send call data to any URL when events happen in Vallo
Pick which events trigger a webhook (new call, call booked, call completed)
See delivery history, status codes, and retry information
Test deliveries before going live

Setting up webhooks

Go to Dashboard → Integrations.
Click Set up on the Webhooks card.
Create a connection key (same key type as Zapier — one key works for both).
Add a webhook endpoint: enter your URL and pick which events to send.

The Webhooks page also includes an API reference with example payloads, so you can see exactly what Vallo sends before you wire anything up.

Coming soon

We're working on more integrations. If you use ServiceTitan, it's on the roadmap. Don't see your tool? Use the request form at the bottom of the Integrations page to let us know what you need.