Connect Homebase360 and Piggy

Both apps 45Homebase360 26Piggy 19

• 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 Contact

  Triggers when a new contact is created.

• Trigger
  New Credit Reception

  Triggers when a contact receives credits (new credit reception).

• Trigger
  New Reward Reception

  Triggers when a contact redeems a reward (new reward reception).

• Trigger
  Voucher Created

  Triggers when a new voucher is created.

• Trigger
  Voucher Redeemed

  Triggers when a voucher is redeemed.

• Action
  Calculate Credits

  Calculates how many credits a contact would receive for a given unit value at a business profile.

• Action
  Create Batch of Vouchers

  Creates a batch of vouchers for a promotion; the batch is processed asynchronously.

• Action
  Create Contact Attribute

  Creates a new contact attribute on the account.

• Action
  Create Contact by Email Address

  Creates a new contact with the given email address.

• Action
  Create Credit Reception

  Gives a contact credits at a business profile, either a fixed number or calculated from a unit value.

• Action
  Create Reward Reception

  Redeems a reward for a contact, deducting the required credits.

• Action
  Create Voucher

  Creates a voucher for a promotion, optionally assigned to a contact.

• Action
  Find Contact by Email Address

  Finds a Piggy contact by email address and returns its UUID.

• Action
  Find or Create Contact by Email Address

  Finds a contact by email address, creating it when none exists.

• Action
  Find Voucher

  Finds a voucher by its code.

• Action
  Get Contact by UUID

  Returns a contact by its UUID.

• Action
  List Rewards

  Returns the rewards in the loyalty program with the credits each one requires.

• Action
  Redeem Voucher

  Redeems a voucher by its code at a business profile.

• Action
  Update Contact Attribute(s)

  Updates one or more attribute values on a contact.

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