Connect Homebase360 to Brex

Both apps 56Homebase360 26Brex 30

• Trigger
  New Customer

  Triggers when a new customer is added in Homebase360.

• Trigger
  New Estimate

  Triggers when a new estimate is created in Homebase360.

• Trigger
  New Job

  Triggers when a new job is created in Homebase360.

• Trigger
  New Lead

  Triggers when a new lead is created in Homebase360.

• Trigger
  Updated Customer

  Triggers when a Homebase360 customer is added or changed.

• Trigger
  Updated Estimate

  Triggers when a Homebase360 estimate is created or changed, including sent, approved, declined or converted.

• Trigger
  Updated Job

  Triggers when a Homebase360 job is created or changed, including status, payment and schedule updates.

• Action
  Add estimate

  Creates 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 task

  Creates a task (to-do or reminder) in Homebase360, optionally attached to a customer and assigned to employees.

• Action
  Create Customer

  Creates a Homebase360 customer with contact details, notes and tags.

• Action
  Create Job

  Creates a scheduled Homebase360 job for an existing customer with one line item.

• Action
  Create Lead

  Creates a Homebase360 lead for an existing customer, or finds or creates the customer from the details given.

• Action
  Get Customers

  Returns Homebase360 customers matching a customer ID, phone, email or name.

• Action
  Get Jobs

  Returns Homebase360 jobs by job ID, customer or date range.

• Action
  Get Leads

  Returns Homebase360 leads by lead ID, customer or stage.

• Action
  List employees

  Returns your Homebase360 team members, optionally filtered by employee ID, exact email, or a name/email search.

• Action
  List estimates

  Returns estimates (quotes), optionally filtered by customer, a single estimate, or a created-date range.

• Action
  List invoices

  Returns 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 tasks

  Returns tasks (to-dos and reminders), optionally filtered by customer, employee, status or date range.

• Action
  Send estimate

  Sends an existing estimate to its customer as a PDF by email and/or a link by text message.

• Action
  Send message

  Sends an SMS or MMS text message to an existing Homebase360 customer by mobile phone or customer ID.

• Action
  Update Customer

  Updates an existing Homebase360 customer; only the fields you provide change.

• Action
  Update estimate

  Updates an existing estimate's line items, discount, note, lead source or salesperson in Homebase360.

• Action
  Update job

  Updates an existing job's schedule, note, assigned employees, line items or lead source in Homebase360.

• Action
  Update lead

  Updates an existing lead's pipeline, stage, note, lead source, assignees or line items.

• Action
  Update task

  Updates an existing Homebase360 task — status, title, schedule, assignees, reminder or a new note.

• Action
  Create Card

  Creates a new virtual or physical Brex card for a user, either on the user's own limit or with its own spend controls.

• Action
  Create Department

  Creates a new department in your Brex account and returns its ID, name and description.

• Action
  Create Location

  Creates a new location in your Brex account and returns its ID, name and description.

• Action
  Creates a Budget - “Brex Empower” Customers Only

  Creates a budget under a parent budget in a Brex Empower account and returns the new budget.

• Action
  Create Transfer

  Creates a payment from a Brex business account to a vendor or to another Brex business account, and returns the new transfer with its status.

• Action
  Create User

  Creates a new Brex employee user without sending an invitation, leaving the user inactive until they are invited later. Returns the id of the new user.

• Action
  Create Vendor

  Creates a new vendor in Brex, with optional contact details and payment accounts, and returns the created vendor.

• Action
  Disable User

  Disables (suspends) an active Brex user and returns the updated user. Optionally changes the user's manager, department, location, title, cost center, legal entity or metadata at the same time.

• Action
  Email Card Details

  Sends a secure email containing a card's number, CVV, and expiration date to the recipient you specify.

• Action
  Find a Card by ID

  Returns a single Brex card by its ID, including its owner, status, type, spend controls, addresses and expiration date.

• Action
  Find a User

  Returns the Brex users that match a name, email address or identity-provider ID, optionally narrowed by status, manager, department, location, title, cost center, legal entity or custom field value.

• Action
  Find Department by Name

  Returns the Brex departments that match the specified department name.

• Action
  Find Location by Name

  Returns the Brex locations that match the specified name.

• Action
  Find User by Email

  Returns the Brex user whose email address exactly matches the one you specify, or reports that no user was found.

• Action
  Find Vendor by Name

  Returns the vendors whose name matches the name you supply.

• Action
  Get Card Number

  Returns the full card number, CVV, expiration date and cardholder name for a Brex card.

• Action
  Get Card Transactions

  Returns settled card transactions across all of the company's Brex card accounts, optionally narrowed by user or posted date.

• Action
  Get Cash Transactions

  Returns the transactions for a Brex cash account, optionally only those posted on or after a given date.

• Action
  List cards

  Returns the company's Brex cards, optionally only those belonging to one user.

• Action
  List Cash Accounts

  Returns all of the company's Brex cash accounts with their status, balances, account and routing numbers, and which one is primary.

• Action
  List departments

  Returns the departments in your Brex account, optionally filtered by name.

• Action
  List Expenses

  Returns the expenses on the Brex account, optionally narrowed by user, budget, type, status or date range. Admins and bookkeepers see every expense; other users see only their own.

• Action
  List locations

  Returns the locations in your Brex account, optionally filtered by name.

• Action
  List users

  Returns the users in your Brex account, optionally narrowed by name, email, status, manager, department, location, title, cost center, legal entity or custom field value.

• Action
  List vendors

  Returns the vendors in the Brex account, optionally only those matching a vendor name.

• Action
  Terminate card

  Permanently terminates a Brex card and returns the updated card. The card owner is notified.

• Action
  Update a Budget - “Brex Empower” Customers Only

  Updates an existing Brex budget's name, description, parent, owners, period, amount or dates. Available to Brex Empower customers only.

• Action
  Update card

  Updates an existing Brex vendor card's spend controls and metadata, and returns the updated card.

• Action
  Update User

  Updates a Brex user's status, manager, department, location, title, cost center, legal entity or metadata. Anything left blank is unchanged.

• Action
  Update Vendor by Name

  Finds a Brex vendor by its company name and updates that vendor's name, email, phone, beneficiary name or payment accounts.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.