Connect Homebase360 and Pelcro

Both apps 43Homebase360 26Pelcro 17

• 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
  Customer Created

  Triggers when a user registers via the Pelcro Platform. This means that a customer record exists in Pelcro and has a unique email address, password, and customer ID associated to it.

• Trigger
  Customer Updated

  Triggers when a customer is updated in Pelcro.

• Trigger
  Newsletter Created

  Triggers when a new newsletter subscription is created in Pelcro.

• Trigger
  Newsletter Updated

  Triggers when an existing Pelcro newsletter subscription is updated, such as a change to the subscriber's mailing lists or consent.

• Trigger
  Subscription Created

  Triggers when a new subscription is created in Pelcro.

• Action
  Add address

  Creates a new shipping, billing or primary address for a Pelcro customer.

• Action
  Add coupon

  Creates a new discount coupon on your Pelcro site, with either a fixed amount or a percentage off.

• Action
  Create Customer

  Creates a new customer on your Pelcro site.

• Action
  Create Newsletter

  Creates a newsletter subscriber in Pelcro with their email, signup source and optional consent details.

• Action
  Create Plan

  Creates a new pricing plan under a Pelcro product, setting its price, currency, billing interval and subscription behavior.

• Action
  Create Product

  Creates a product in your Pelcro site. Plans and their prices are added under a product.

• Action
  Create Subscription

  Creates a subscription for a Pelcro customer on a plan, optionally with a coupon, trial period or gift details.

• Action
  Get coupon

  Returns a single coupon by id, including its code, discount, duration, redemption count and expiration.

• Action
  Get newsletter

  Returns a single newsletter subscriber by id, including their email, name, lists and consent details.

• Action
  List newsletters

  Returns newsletter subscribers on your Pelcro site, optionally filtered by exact email address.

• Action
  Update customer

  Updates an existing Pelcro customer's profile, such as contact details, marketing preferences, password and metadata. Fields left blank are left unchanged.

• Action
  Update Newsletter

  Updates an existing newsletter subscriber's email, signup source, name, lists and consent details.

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