Connect Homebase360 and NOAN

Both apps 50Homebase360 26NOAN 24

• 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
  Created or Updated Asset

  Triggers when an asset is created or a new version of it is saved.

• Trigger
  New Contact

  Triggers when a new contact is added to your NOAN network.

• Trigger
  New Task

  Triggers when a new task is added to your NOAN board.

• Action
  Add asset

  Creates a new content asset with its first version, optionally recording the prompt that produced it and attaching tags.

• Action
  Add Memo to Contact

  Adds a memo to an existing contact.

• Action
  Add stack

  Creates a new custom stack in NOAN with one or more blocks (topics) inside it.

• Action
  Add tag

  Creates a tag with usage instructions in NOAN, or returns the existing tag if one with the same name already exists.

• Action
  Add task comment

  Adds a comment to a task, such as a progress update, question or handoff note.

• Action
  Create Block Fact Entry

  Writes a new version of a block's fact; the previous version is kept in history.

• Action
  Create Contact

  Creates a contact in your NOAN network.

• Action
  Create Note

  Creates a note in your NOAN project.

• Action
  Create Task

  Creates a task on your NOAN board.

• Action
  Find Block

  Finds knowledge blocks by title or slug.

• Action
  Find Contact

  Finds contacts in your NOAN network by name or email.

• Action
  Get Contact

  Returns one contact by its ID.

• Action
  List assets

  Returns the content assets stored in NOAN, optionally filtered by tag and sorted by creation or update time.

• Action
  List Facts

  Returns the current verified facts, optionally for one block.

• Action
  List insights

  Returns issues NOAN found in your fact layer, such as overlapping facts, unconnected facts and missing business topics, each with a suggested fix.

• Action
  List notes

  Returns the free-standing notes in your NOAN project, such as meeting summaries and research findings.

• Action
  List stacks

  Returns the stacks in your NOAN project along with the blocks each one contains, optionally filtered by slug, title, custom-only or in-use-only.

• Action
  List tags

  Returns all tags in the NOAN project, including each tag's usage instructions for when it should be applied.

• Action
  List tasks

  Returns the tasks on the NOAN board, optionally filtered by completion, status, tag or external ID.

• Action
  Update Contact

  Updates an existing contact's details. Only the fields you fill in are changed.

• Action
  Update Task

  Updates a task's title, details, due date or status.

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