Integration
Connect Homebase360 and Myphoner
When New Customer fires in Homebase360, your agent runs Create Lead in Myphoner, or Lead updated (instant) in Myphoner to Create Lead 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 Myphoner 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 Myphoner can do together
From Homebase360 to Myphoner
When New Customer in Homebase360
then Create Lead in Myphoner
When New Estimate in Homebase360
then Update Lead in Myphoner
From Myphoner to Homebase360
When Lead updated (instant) in Myphoner
then Create Lead in Homebase360
When New call (instant) in Myphoner
then Add task 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 Myphoner
Triggers and actions 18 triggers · 33 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
Archived LeadTriggers when a lead is archived (marked 'archive').
Trigger
Call BackTriggers when a lead is marked for 'call back'.
Trigger
Lead updated (instant)Fires when a lead's information is updated by an agent (webhook event: lead_updated).
Trigger
Lost LeadTriggers when a lead is lost (marked 'loser').
Trigger
New call (instant)Fires when a new call is conducted (webhook event: new_call).
Trigger
New call recording (instant)Fires when a new call recording becomes available (webhook event: new_recording).
Trigger
New comment (instant)Fires when a new comment is created for a lead (webhook event: new_comment).
Trigger
New lead (instant)Fires when a new lead is created in Myphoner (webhook event: lead_created).
Trigger
New WinnerTriggers when a lead is won.
Trigger
Text message received (instant)Fires when a text message is received from a lead (webhook event: inbound_text).
Trigger
Text message sent (instant)Fires when a text message is sent to a lead (webhook event: text).
Action
Archive a leadArchives a lead in Myphoner, optionally recording a comment and archive category, or scheduling the lead to come back for a call later.
Action
Create a listCreates a new lead list in Myphoner, optionally defining its columns.
Action
Create LeadCreates a lead in a Myphoner list. The lead's fields are the columns defined on the chosen list.
Action
Find LeadSearches Myphoner for a lead matching your text and returns the first match, optionally limited to certain lists.
Action
Get a leadReturns one Myphoner lead by its ID, including every column defined on the lead's list.
Action
Get a listReturns one Myphoner list by its ID, with its name, lead count and the categories configured for each lead state.
Action
List leadsReturns a page of leads from a Myphoner list, newest-updated first when you ask for that order.
Action
List listsReturns every lead list in the Myphoner account, with each list's name, ID and lead count.
Action
Mark Lead as LoserMarks a Myphoner lead as lost, optionally recording a comment and loser category or scheduling it to come back for a call later.
Action
Mark Lead as WinnerMarks a Myphoner lead as won, optionally recording a comment and winner category or scheduling it to come back for a call later.
Action
Mark Lead for Call BackSchedules a Myphoner lead for a call back, optionally recording a comment and category and setting when the lead should come back.
Action
Move a lead to another listMoves a Myphoner lead into a different list, optionally releasing it back to the calling queue.
Action
Search for LeadSearches Myphoner leads for your text and returns every match, optionally limited to certain lists.
Action
Update LeadUpdates a lead in Myphoner. Only the fields you fill in are changed; the lead's fields are the columns defined on its list.
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 Myphoner, 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 Myphoner when something happens in Homebase360?
Any of Myphoner's 14 actions, including Create a list, Create Lead, Update Lead and Find Lead. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Myphoner to Homebase360?
Yes. When something happens in Myphoner, your agent can act in Homebase360 too. This page covers both directions: Myphoner's triggers and Homebase360's actions are listed here as well.
Do I have to build a connector for Homebase360 or Myphoner?
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 Myphoner 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.