Connect Homebase360 to Feathr

Both apps 41Homebase360 26Feathr 15

• 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
  Add breadcrumb

  Records an activity, such as a page view, form submission or custom activity, against a person in Feathr. The person is found from the identifiers you supply, or created if they do not exist yet.

• Action
  Add custom field

  Creates a custom field definition in your Feathr account for people, breadcrumbs or partners, and returns the new field.

• Action
  Add tag

  Creates a tag in your Feathr account for the chosen kind of record, such as persons or events. Returns the new tag.

• Action
  Add tag to person

  Adds one or more existing tags to a person. Tags already on the person are left unchanged.

• Action
  Create/ Update Person

  Creates a person in Feathr or updates the existing one, matched by external ID, then email, then Feathr ID. Returns the full person and whether it was created or updated.

• Action
  Delete person

  Deletes a person from your Feathr account by ID. The person's recorded activity (breadcrumbs) is kept.

• Action
  Get campaign

  Returns a single Feathr campaign by its ID, including its name, type, project, state and schedule. An error occurs if the campaign is not found.

• Action
  Get person

  Returns a Feathr person by ID, including their tags and custom field values. An error occurs if the person is not found.

• Action
  List breadcrumbs

  Returns breadcrumbs, the activity records of people in your Feathr account, newest first, optionally filtered by activity type, person, campaign, project or time range.

• Action
  List campaigns

  Returns the campaigns in the Feathr account, including each campaign's name, type, project, state and schedule.

• Action
  List custom fields

  Returns the custom fields defined in the Feathr account, optionally limited to one entity type.

• Action
  List persons

  Returns the persons last seen since a given time, optionally narrowed by external ID or tags, or looks up a single person by email or external ID.

• Action
  List projects

  Returns the account's projects, including each project's name, location, site and registration URLs, and created, start and end dates.

• Action
  List tags

  Returns the account's tags, optionally only those of one kind, such as person or event tags.

• Action
  Remove tag from person

  Removes a tag from a person in your Feathr account. Nothing changes if the person does not hold the tag.

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