Connect Homebase360 to PDF.co

Both apps 54Homebase360 26PDF.co 28

• 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
  Add Barcode to PDF

  Draws a barcode or QR code onto a PDF at the position you choose and returns a link to the new PDF.

• Action
  Add Form Field to PDF

  Add a fillable form field (text field or checkbox) to a PDF at a specified position.

• Action
  Add Image to PDF

  Add an image, logo, or signature to a PDF at a specified position.

• Action
  Add Text to PDF

  Add Text to PDF

• Action
  Advanced Barcode Reader

  Decode barcodes from images or PDF documents swiftly and accurately.

• Action
  AI Invoice Parser

  Transform your invoice processing with our advanced AI. Enjoy quick, accurate data extraction that eliminates manual effort and saves you valuable time.

• Action
  Anything to PDF Converter

  Seamlessly convert a variety of formats such as URLs, HTML code, documents, spreadsheets, presentations, images, and more into PDF.

• Action
  Barcode Generator

  Generate a variety of barcodes , e.g. QRCode .

• Action
  Compress and Optimize PDF

  Significantly reduce PDF file size by compressing and optimizing images and objects within the document.

• Action
  Convert Scanned PDF to Searchable PDF

  Converts a scanned PDF or image file into a text-searchable PDF.

• Action
  Custom API Call

  Allows the execution of a custom API call to the PDF.co API. This is intended for advanced users.

• Action
  Document Classifier

  Analyze the text of an input document using AI and return its class (such as: invoice, order, industry). This can utilize custom rules and is helpful for quickly identifying the origin of a document.

• Action
  Document Parser

  Extract data from invoices, reports, statements, and other documents using AI-based templates. This tool is beneficial for automating data extraction tasks and reducing manual workload.

• Action
  Get PDF Information

  Extract information from a PDF document such as page count, page size, author, description, keywords and also any form field information.

• Action
  HTML to PDF Converter

  Convert HTML or URL to PDF with advanced options (e.g. layout, orientation). Supports HTML templates (Handlebar and Mustache).

• Action
  PDF Filler

  Add text, images, signatures to a PDF, fill PDF form fields, or create a new PDF from templates.

• Action
  PDF Find Table

  This operation employs AI to scan a PDF document for tables, returning an array of found tables with coordinates and information about the detected columns.

• Action
  PDF Merger

  Combine multiple document formats into a single PDF. Supported formats include PDF, DOC, DOCX, XLS, JPG, PNG, and more.

• Action
  PDF Page Tools

  Tools to rotate and delete pages from your PDF files effectively.

• Action
  PDF Security

  Add/Remove Password and Security Features to/from PDF file

• Action
  PDF to Anything Converter

  Convert PDF to JPG, PNG, CSV, XML, JSON and other formats

• Action
  Search and Delete Found Text in PDF

  Identify and remove specified text from a PDF document using text search or fixed-position coordinates

• Action
  Search and Replace Text in PDF

  Locate and replace specified text within a PDF document

• Action
  Search and Replace With Image in PDF

  Search text inside PDF and replace with Image

• Action
  Search in PDF

  Allows you to search for specific text within PDF documents or scanned images.

• Action
  Split PDF Based on Barcode Search

  This operation segments a PDF document based on barcode search, creating new PDF files for each segment.

• Action
  Split PDF Based on Text Search

  This operation segments a PDF document based on text search (with OCR), creating new PDF files for each segment.

• Action
  Split PDF Into Multiple Files

  This operation allows you to split a PDF document into multiple new PDF files, using specific page numbers or page ranges.

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