Integration
Connect Homebase360 and Keap
When New Customer fires in Homebase360, your agent runs Add contact to campaign sequence in Keap, or New Contact in Keap to Add task in Homebase360. 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 Homebase360 and Keap 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 Homebase360 and Keap can do together
From Homebase360 to Keap
When New Customer in Homebase360
then Add contact to campaign sequence in Keap
When New Estimate in Homebase360
then Add order in Keap
From Keap to Homebase360
When New Contact in Keap
then Add task in Homebase360
When Updated Contact in Keap
then Create Customer in Homebase360
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 Homebase360 and Keap
Triggers and actions 9 triggers · 56 actions
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.
Trigger
New ContactPolling trigger: fires when a new contact is created in Keap.
Trigger
Updated ContactPolling trigger: fires when a contact is updated in Keap.
Action
Add contact to campaign sequenceAdds one or more contacts to a sequence in a Keap campaign and returns the result for each contact.
Action
Add orderCreates a one-time order for a contact in Keap, with its order items.
Action
Add productCreates a new product in Keap with a name, price and description, plus optional SKU, tax, shipping and inventory settings.
Action
Apply Tag to ContactApply one or more tags to a contact.
Action
Create CompanyCreate a new company.
Action
Create ContactCreate a new Keap contact.
Action
Create Contact Custom FieldCreate a new custom field on the contact model.
Action
Create NoteCreate a note attached to a contact.
Action
Create OpportunityCreate a sales opportunity.
Action
Create TagCreate a new tag, optionally in a category.
Action
Create TaskCreate a task, optionally linked to a contact.
Action
Delete ContactDelete a Keap contact by ID.
Action
Delete noteDeletes a note from a Keap contact's record.
Action
Delete taskDeletes a task in Keap by its ID.
Action
Get companyReturns a single Keap company by its ID, including address, contact details and custom fields.
Action
Get ContactRetrieve a Keap contact by ID.
Action
Get Contact TagsList tags applied to a contact.
Action
Get noteReturns a single note on a Keap contact, including its title, text, type and assigned user.
Action
Get opportunityReturns one Keap opportunity by its id, including its contact, stage, owner, revenue projections and custom field values.
Action
Get orderReturns a single Keap order by its id, including the contact, order items, totals, payment plan and shipping information.
Action
Get productReturns a single Keap product by its ID, including price, inventory, options and subscription plans.
Action
Get taskReturns a single Keap task by its ID, including its title, due time, priority, assignee and completion status.
Action
List campaignsReturns the campaigns in your Keap account, optionally filtered by name and sorted.
Action
List CompaniesList companies.
Action
List Contact Custom FieldsRetrieve the contact model including custom fields.
Action
List ContactsList Keap contacts, optionally filtered by email.
Action
List notesReturns the notes recorded on a Keap contact, optionally filtered by title, assigned user or time range.
Action
List productsReturns a list of products in your Keap account, optionally filtered by name.
Action
List TagsList all tags.
Action
List usersReturns the users of the Keap account, optionally filtered by email or name.
Action
Remove Tag from ContactRemove a tag from a contact.
Action
Send emailSends an email from a Keap user to one or more contacts.
Action
Update companyUpdates an existing company in Keap with the values you provide; fields left blank are not changed.
Action
Update ContactUpdate an existing Keap contact by ID.
Action
Update noteUpdates an existing note on a Keap contact, changing its title, type, text, pin state or assigned user.
Action
Update opportunityUpdates an existing opportunity in Keap, changing only the details you fill in.
Action
Update taskUpdates an existing task in Keap, changing only the details you provide.
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
Homebase360 and Keap, answered
What can start an automation from Homebase360?
Any of Homebase360's 7 triggers in the catalog, including New Customer, New Estimate, New Job and New Lead. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Keap when something happens in Homebase360?
Any of Keap's 37 actions, including Create Company, Create Contact, Create Contact Custom Field and Create Note. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Keap to Homebase360?
Yes. When something happens in Keap, your agent can act in Homebase360 too. This page covers both directions: Keap's triggers and Homebase360's actions are listed here as well.
Do I have to build a connector for Homebase360 or Keap?
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 Homebase360 and Keap 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.