Connect Homebase360 and Order Desk

Both apps 44Homebase360 26Order Desk 18

• 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 Order Added

  Triggered when a new order is added in Order Desk.

• Trigger
  Order Folder Changed

  Triggered when an order moves to a different folder in Order Desk.

• Action
  Add Order Item

  Adds a line item to an existing order in Order Desk.

• Action
  Add Order Note

  Adds a note to an order's history in Order Desk.

• Action
  Add Shipment

  Records a shipment with tracking details against an order in Order Desk.

• Action
  Change Folder

  Moves an order into a different folder in Order Desk.

• Action
  Change Tag

  Sets the tag on an order in Order Desk. Reads the order first and writes it back with the new tag so no other order details are lost.

• Action
  Create Inventory Item

  Creates a product in the Order Desk store's inventory.

• Action
  Create New Order

  Creates a new order in Order Desk with its line items, addresses and totals.

• Action
  Delete Inventory Item

  Deletes a product from the Order Desk store's inventory.

• Action
  Delete Order

  Deletes an order from Order Desk.

• Action
  Delete Order Item

  Removes a line item from an order in Order Desk.

• Action
  Get Inventory Item

  Returns one product from the Order Desk store's inventory, including its stock level and your own metadata.

• Action
  Get Order

  Returns one order from Order Desk with its line items, addresses, shipments, notes and your own metadata.

• Action
  List Orders

  Returns orders from Order Desk, with optional folder, source, customer and date filters.

• Action
  Set Order Data

  Updates fields on an existing Order Desk order. Reads the order first and writes it back with only the fields you filled in, so nothing else is lost.

• Action
  Set Order Item Data

  Updates a line item on an Order Desk order. Reads the item first and writes it back with only the fields you filled in, so nothing else on the item is lost.

• Action
  Update Inventory Item

  Updates a product in the Order Desk store's inventory. Reads the item first and writes it back with only the fields you filled in, so nothing else is lost.

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