Integration
Connect Certifier and Homebase360
When Credential Created fires in Certifier, your agent runs Add task in Homebase360, or New Customer in Homebase360 to Find Credentials in Certifier. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Certifier and Homebase360 to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Certifier and Homebase360 can do together
From Certifier to Homebase360
When Credential Created in Certifier
then Add task in Homebase360
When Credential Downloaded in Certifier
then Create Customer in Homebase360
From Homebase360 to Certifier
When New Customer in Homebase360
then Find Credentials in Certifier
When New Estimate in Homebase360
then List Designs in Certifier
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Certifier and Homebase360
Triggers and actions 13 triggers · 21 actions
Trigger
Credential CreatedTriggers when a new credential is created
Trigger
Credential DownloadedTriggered when a recipient or guest downloads a credential. Polls Certifier's credential interaction events and emits each new credential_downloaded event.
Trigger
Credential ExpiredTriggered when a credential reaches its expiry date and its status becomes expired. Emits each newly expired credential.
Trigger
Credential IssuedTriggers when a credential is issued
Trigger
Credential SharedTriggered when a recipient or guest shares a credential to a social network or copies its link. Polls Certifier's credential interaction events and emits each new share event.
Trigger
Credential ViewedTriggered when a recipient or guest views a credential. Polls Certifier's credential interaction events and emits each new credential_viewed event.
Action
Find CredentialsReturns up to 100 Certifier credentials matching the criteria you supply — id, public id, credential template, status, recipient, or issue/expiry/created/updated date ranges. Leave a criterion blank to ignore it; with no criteria at all it returns the most recent credentials.
Action
List DesignsReturns all certificate and badge design templates available in your Certifier workspace, with each one's name, type and preview image URL.
Trigger
New CustomerTriggers when a new customer is added in Homebase360.
Trigger
New EstimateTriggers when a new estimate is created in Homebase360.
Trigger
New JobTriggers when a new job is created in Homebase360.
Trigger
New LeadTriggers when a new lead is created in Homebase360.
Trigger
Updated CustomerTriggers when a Homebase360 customer is added or changed.
Trigger
Updated EstimateTriggers when a Homebase360 estimate is created or changed, including sent, approved, declined or converted.
Trigger
Updated JobTriggers when a Homebase360 job is created or changed, including status, payment and schedule updates.
Action
Add estimateCreates a draft estimate (quote) in Homebase360 for an existing customer or for new contact details, which are matched to or saved as a customer. The estimate is not sent.
Action
Add taskCreates a task (to-do or reminder) in Homebase360, optionally attached to a customer and assigned to employees.
Action
Create CustomerCreates a Homebase360 customer with contact details, notes and tags.
Action
Create JobCreates a scheduled Homebase360 job for an existing customer with one line item.
Action
Create LeadCreates a Homebase360 lead for an existing customer, or finds or creates the customer from the details given.
Action
Get CustomersReturns Homebase360 customers matching a customer ID, phone, email or name.
Action
Get JobsReturns Homebase360 jobs by job ID, customer or date range.
Action
Get LeadsReturns Homebase360 leads by lead ID, customer or stage.
Action
List employeesReturns your Homebase360 team members, optionally filtered by employee ID, exact email, or a name/email search.
Action
List estimatesReturns estimates (quotes), optionally filtered by customer, a single estimate, or a created-date range.
Action
List invoicesReturns invoices from Homebase360 with totals, paid and outstanding amounts, status, payment types and line items, optionally filtered by customer, type, status or date range.
Action
List tasksReturns tasks (to-dos and reminders), optionally filtered by customer, employee, status or date range.
Action
Send estimateSends an existing estimate to its customer as a PDF by email and/or a link by text message.
Action
Send messageSends an SMS or MMS text message to an existing Homebase360 customer by mobile phone or customer ID.
Action
Update CustomerUpdates an existing Homebase360 customer; only the fields you provide change.
Action
Update estimateUpdates an existing estimate's line items, discount, note, lead source or salesperson in Homebase360.
Action
Update jobUpdates an existing job's schedule, note, assigned employees, line items or lead source in Homebase360.
Action
Update leadUpdates an existing lead's pipeline, stage, note, lead source, assignees or line items.
Action
Update taskUpdates an existing Homebase360 task — status, title, schedule, assignees, reminder or a new note.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Certifier and Homebase360, answered
What can start an automation from Certifier?
Any of Certifier's 6 triggers in the catalog, including Credential Created, Credential Downloaded, Credential Expired and Credential Issued. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Homebase360 when something happens in Certifier?
Any of Homebase360's 19 actions, including Create Customer, Create Job, Create Lead and Send estimate. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Homebase360 to Certifier?
Yes. When something happens in Homebase360, your agent can act in Certifier too. This page covers both directions: Homebase360's triggers and Certifier's actions are listed here as well.
Do I have to build a connector for Certifier or Homebase360?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Certifier and Homebase360 without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.