Connect Homebase360 to Memberspot

Both apps 46Homebase360 26Memberspot 20

• 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
  Delete Access

  Removes a user's access to an offer entirely, identified by the user's email address.

• Action
  Delete Order Access

  Removes a user's access to every offer granted under a specific order ID, identified by the user's email.

• Action
  Delete User by User Id (POST)

  Deletes up to 10 Memberspot users by their user IDs. Users not found in the school are skipped.

• Action
  Delete Users

  Deletes up to 10 users from your Memberspot school by email address.

• Action
  Delete Users by User Id (DELETE Method)

  Deletes up to 10 Memberspot users by their user IDs. Users not found in the school are skipped.

• Action
  Enable Chapter Access by User Id

  Gives a member access to a specific chapter of a course, identified by their user ID.

• Action
  Find User by Mail

  Finds a Memberspot user by their email address and returns their profile, active state and custom user properties.

• Action
  Find User by User Id

  Returns the Memberspot user with the given user id, or found=false when no such user exists.

• Action
  Grant Access

  Grants a user access to an offer by email address, creating the user if they don't exist yet.

• Action
  Grant User Access by User Id

  Grants an existing Memberspot user access to an offer, identified by the user's id.

• Action
  Revoke Access

  Revokes (deactivates) a user's access to an offer, identified by the user's email address.

• Action
  Revoke Order Access

  Revokes (deactivates) a user's access to every offer granted under a given order ID, identified by the user's email. The access is kept but set inactive.

• Action
  Set Access Expires

  Sets or removes the date a user's access to an offer expires.

• Action
  Set Access State by UserId

  Sets whether a user's access to an offer is active or inactive, identified by the user's id. Leaving the state blank removes the offer from the user.

• Action
  Set Custom Property

  Sets one custom user property on a Memberspot user identified by email, and returns the updated user.

• Action
  Set Custom User Property by Users Id

  Sets the values of one or more custom properties on a Memberspot user, identified by user ID, and returns the updated user.

• Action
  Set Order State by Order Id

  Sets the state of all offers with a given order ID across every user — activates, deactivates or removes them.

• Action
  Set Order State by User Id

  Sets the active state of every offer a user holds under a given order ID, or removes that access when no state is given.

• Action
  Users Course Progress List by User Id

  Returns the course progress of a Memberspot user, for every course they have, looked up by user ID.

• Action
  Users Course Progress List by User Id and Course Id

  Returns a member's progress in one specific course, looked up by their user ID.

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