Connect Homebase360 to GoodAPI: Plant Trees

Both apps 38Homebase360 26GoodAPI: Plant Trees 12

• 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 charity donation

  Makes a charitable donation to a vetted nonprofit, identified by its EIN or nonprofit id. Returns the recorded donation with its id and amount.

• Action
  Find charities

  Searches the charity directory and returns the matching organizations. Search by all or part of a charity's name, or by its EIN for one exact organization; with neither, it returns a general list of charities.

• Action
  Get dashboard link

  Returns the web address of your public impact dashboard, showing the trees planted and plastic rescued on your account. Share the link or embed it in your own site.

• Action
  Get planting evidence

  Returns the verified planting evidence for your whole account: a summary of trees planted, carbon offset and area restored, plus the planting regions with their photo and video evidence.

• Action
  Get tree evidence

  Returns the proof for one planted tree: where and when it was registered, funded, allocated and planted, together with location, planting crew and photo evidence.

• Action
  List planted trees

  Returns every tree planting on your account, along with your running totals for all time and for the current month.

• Action
  List rescued bottles

  Returns the ocean-bound plastic bottle rescues registered on your account, with the running totals, optionally narrowed to one rescue, an attribution label or a date range.

• Action
  Plant Trees

  Plants the number of trees you ask for and returns confirmation of the planting, including the running totals for your account.

• Action
  Refund charity donation

  Marks a charity donation as refunded. Donations can normally only be refunded within the current billing cycle.

• Action
  Refund plastic bottle rescue

  Refunds a previous plastic bottle rescue and returns the refund record along with your remaining rescued bottle total.

• Action
  Refund tree registration

  Refunds a tree planting you previously made, and returns the refund along with your updated tree total.

• Action
  Rescue plastic bottles

  Rescues the number of ocean-bound plastic bottles you ask for and returns confirmation of the rescue, including the running totals for your account.

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