Connect Homebase360 and Pics.io

Both apps 47Homebase360 26Pics.io 21

• 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
  Assets Added to Collection

  Triggers when an asset is added to the selected Pics.io collection (including its nested collections).

• Trigger
  Assets Color Changed

  Triggers when the color label on an asset in your Pics.io library is set or changed.

• Trigger
  Assets Flag Changed

  Triggers when an asset's flag changes to flagged, unflagged or rejected in your Pics.io library.

• Trigger
  Assets Metadata Changed

  Triggers when an asset's metadata (title, description, keywords, custom fields and other details) is changed in Pics.io.

• Trigger
  Assets Moved to Collection

  Triggers when assets are moved into the chosen collection (or any collection inside it).

• Trigger
  Assets Raiting Changed

  Triggers when an asset's star rating is changed in your Pics.io library.

• Trigger
  Metadata Processing Completed

  Triggers when Pics.io finishes processing an asset's file metadata, including when metadata is reprocessed for an existing asset.

• Trigger
  New Asset

  Triggers when a new asset is added to your Pics.io library, optionally limited to a collection, inbox, lightboard, type or other filters.

• Trigger
  New Collection

  Triggers when a new collection is created directly inside the collection you choose (pick the root to watch top-level collections).

• Trigger
  New Comment

  Triggers when a new comment is added to an asset in your Pics.io library.

• Action
  Add assets to collection

  Adds one or more Pics.io assets to a collection, or moves them into it so they leave their other collections.

• Action
  Add keyword

  Creates a new keyword in the Pics.io keyword tree, optionally nested under a parent keyword.

• Action
  Create Collection

  Creates a new collection in Pics.io, optionally nested inside an existing parent collection.

• Action
  Delete collection

  Deletes a collection from your Pics.io library.

• Action
  Find assets

  Returns the assets in your Pics.io library that match a text search and optional filters such as collection, type, flag, rating, color or creation date.

• Action
  Find collections

  Returns the collections whose name or description contains the text you search for.

• Action
  Find keywords

  Returns the keywords in your Pics.io account whose name matches the search text.

• Action
  Get assets

  Returns the full details of one or more Pics.io assets by their IDs.

• Action
  List custom fields

  Returns every custom field defined in your Pics.io workspace, including each field's title, type, visibility and allowed options.

• Action
  Update asset

  Updates an existing Pics.io asset by ID — its file name, title, description, rating, flag and color label — and returns the updated asset. Fields left blank are not changed.

• Action
  Update custom field values on assets

  Sets the value of one custom field on one or more Pics.io assets at once.

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