Connect Homebase360 and MyDesk

Both apps 46Homebase360 26MyDesk 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.

• Trigger
  New Appointment

  Triggered when a new appointment is created in MyDesk.

• Trigger
  New Company

  Triggers when a new company is created in MyDesk.

• Trigger
  New Contact

  Triggers when a new contact is created in MyDesk.

• Trigger
  New Opportunity

  Triggered when a new opportunity is created in MyDesk.

• Trigger
  New Task

  Triggered when a new task is created in MyDesk.

• Trigger
  Task Completed

  Triggers when a task is marked as completed in MyDesk.

• Trigger
  Task Overdue

  Triggers when an open task passes its planned date without being completed.

• Action
  Create Address

  Creates a new address in MyDesk and links it to a company, country and address type. Returns the new address's ids.

• Action
  Create Company

  Creates a new company (account) in MyDesk and returns its id.

• Action
  Create Contact

  Creates a new contact in MyDesk and links it to a company. Returns the new contact's MyDesk id and your own id.

• Action
  Create Task

  Creates a new task in MyDesk and returns its id.

• Action
  Find Contact

  Returns the MyDesk contacts that match the name, email address, your own identifier or filter you supply.

• Action
  Find Country

  Returns the countries in your MyDesk environment that match a name, your own identifier or an extra condition.

• Action
  Find Opportunity

  Returns the opportunities in MyDesk that match your own identifier or a filter condition.

• Action
  Find Representative

  Returns the representatives in MyDesk that match the name, your own identifier or filter you specify.

• Action
  Find Task

  Returns the MyDesk tasks that match your identifier, subject or filter condition.

• Action
  Update Company

  Updates an existing company in MyDesk by its id. Only the fields you fill in change; everything else keeps its current value.

• Action
  Update Contact

  Updates an existing contact in MyDesk, changing only the fields you fill in and keeping the rest as they are.

• Action
  Update Opportunity

  Updates an existing opportunity in MyDesk by its id, changing only the values you supply and keeping everything else on the record.

• Action
  Update Task

  Updates an existing task by its MyDesk id, changing only the fields you fill in and returning the updated task.

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