Connect Homebase360 and Personio

Both apps 53Homebase360 26Personio 27

• 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
  Employee Updated

  Triggers when an employee is updated.

• Trigger
  Employment Updated

  Triggers when one or more Employment details of a Person are updated

• Trigger
  New Absence

  Triggers when a new absence is created.

• Trigger
  New Candidate

  Fires when a new recruiting candidate is added in Personio.

• Trigger
  New Employee

  Triggers when a new employee is created.

• Trigger
  New Employment Created

  Triggers when one or more Employment details of a Person are created

• Trigger
  New Open Position

  Triggers when a new open position is created.

• Action
  Add project

  /v2/projects - create a project.

• Action
  Create Absence

  Creates a new absence.

• Action
  Create Attendance

  Creates a new attendance.

• Action
  Create Employee

  Creates a new employee.

• Action
  Delete absence

  /v2/absence-periods/{id} - delete an absence period.

• Action
  Delete attendance

  /v2/attendance-periods/{id} - delete an attendance period.

• Action
  Delete person

  /v2/persons/{id} - delete a person.

• Action
  Find Absence

  Finds an absence by employee ID.

• Action
  Find Employee

  Finds a employee based on email.

• Action
  Find Person

  Finds a person by their Personio ID, name, last name and email, optionally including their absence information.

• Action
  Get Employment

  Retrieves one employment of a person by id: position, status, type, working hours, org units, cost centers, supervisor, office, legal entity, dates.

• Action
  List absence types

  /v2/absence-types - list absence types.

• Action
  List Compensations

  Lists compensations filtered by person.id and a start_date/end_date window; returns id, amount, interval, type, effective_from per record.

• Action
  List legal entities

  /v2/legal-entities - list legal entities.

• Action
  List org units

  /v2/org-units - list org units.

• Action
  List projects

  /v2/projects - list projects.

• Action
  Update absence

  /v2/absence-periods/{id} - update an absence period.

• Action
  Update Attendance

  Updates an existing attendance.

• Action
  Update Employee

  Updates an existing employee.

• Action
  Update Employment

  updates an employment (position, department, office, weekly hours, status, etc.); requires personio:persons:write. Fires the employment.updated webhook.

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