Connect Homebase360 and Poptin

Both apps 68Homebase360 26Poptin 42

• 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 added to your Poptin contact list.

• Trigger
  New Lead

  Triggers when a visitor submits a Poptin form, creating a new lead (conversion).

• Action
  Add contact tags

  Attach one or more tags to a contact by public id (`uid`) **without replacing** their other tags.

• Action
  Bulk delete contacts (JSON)

  Permanently remove up to **2,000** contacts by public id (`uid`) in the background - use this for cleanup jobs or CRM churn syncs larger than a single delete.

• Action
  Bulk delete conversions (JSON)

  Remove lead personal details from up to **2,000** conversions by public id (`uid`) in the background - use this for GDPR cleanup or CRM churn syncs larger than a single delete. Rows may be kept for aggregate stats.

• Action
  Bulk import contacts (JSON)

  Add or update up to **100** contacts in one background job - ideal for CRM sync batches that do not need a CSV file.

• Action
  Campaign Analytics

  See how your email campaigns performed overall in a date range (sends, opens, clicks, bounces) - the same metrics as a single campaign, rolled up.

• Action
  Create or update contact

  Add a person or update them when you already know their email - set field values, tags, preferences, and subscription status in one call.

• Action
  Create preference

  Add a new subscription preference topic (name and optional description) that contacts can be opted into. **423** if the account is locked for processing.

• Action
  Create property

  Add a custom contact field (for example industry or plan) before writing values via contact upserts or imports. **423** if the account is locked for processing.

• Action
  Delete campaign

  Permanently delete a campaign you no longer need. Campaigns that are `sending` or `queued` cannot be deleted (**422**). Allowed while under review. Returns **204** with no body.

• Action
  Delete contact

  Permanently remove one contact by public id (`uid`). For many deletions, prefer **Bulk delete contacts (JSON)**. Returns **204** with no body. **423** if the account is locked for processing.

• Action
  Delete conversion

  Remove lead personal details from a conversion while the row may be kept for aggregate stats. Returns **204**. **423** if the account is locked for processing.

• Action
  Delete poptin

  Soft-delete a popup/form (recoverable by support for a limited time). A/B versions are reassigned as in the dashboard. Returns **204**. **423** if the account is locked for processing.

• Action
  Delete preference

  Remove a subscription preference topic you no longer offer. Contacts lose this preference association. **423** if the account is locked for processing.

• Action
  Delete property

  Remove a custom property you no longer need. Built-in/default properties cannot be deleted (**406**). **423** if the account is locked for processing.

• Action
  End campaign

  Mark a `paused` campaign as `completed` so it will not continue sending - use this to close out a send early. Ending an already `completed` campaign is a no-op (**200**). **422** for other statuses or when the campaign is under review.

• Action
  List campaigns

  Browse email campaigns on your account (with optional name/status filters) so you can find a campaign to inspect or control. Paginated (`per_page` default **10**, max **100**).

• Action
  List contacts

  Browse and search people on your contact list so you can sync a CRM, audit who is subscribed, or find a contact before updating them.

• Action
  List conversions

  Browse leads and actions captured from your popups/forms so you can sync them to another system or review recent activity.

• Action
  List poptins

  Browse your popups and forms with per-Poptin aggregate metrics so you can rank performers or find a Poptin to inspect.

• Action
  List preferences

  List subscription preference topics on your account so you can build a preference center or map topic ids when syncing contacts. Paginated (`per_page` default **50**, max **100**).

• Action
  List properties

  List the contact fields available on your account so you can map forms or syncs to the right keys. Paginated (`per_page` default **50**, max **100**).

• Action
  Pause campaign

  Temporarily stop a campaign that is currently `sending` or `queued` - for example while you fix content or list issues. Pausing an already `paused` campaign is a no-op (**200**). **422** for other statuses or when the campaign is under review.

• Action
  Pause poptin

  Turn off an active popup/form so it stops showing on your site. Pausing an already `inactive` poptin is a no-op (**200**). **422** for statuses that cannot be paused (for example `draft`).

• Action
  Poptin Analytics

  See account-wide popup and form results for a time period - visitors, views, conversions, growth, and rates - the same overview style numbers you would check in the dashboard.

• Action
  Refresh poptin stats

  Ask Poptin to recompute popup/form aggregate stats when the cached overview looks stale.

• Action
  Remove contact tags

  Detach one or more tags from a contact by public id (`uid`) **without replacing** their other tags.

• Action
  Rename poptin

  Change the display name of a popup/form. Name must be 2–256 characters and unique on the account (**422** if taken).

• Action
  Resume campaign

  Continue a `paused` campaign, or retry one that entered an `error` state. Resuming an already `sending`, `queued`, or `scheduled` campaign is a no-op (**200**), except when under review (**422**). **422** for other statuses or when the campaign is under review.

• Action
  Resume poptin

  Turn an inactive popup/form back on. Resuming an already `active` poptin is a no-op (**200**). **422** for statuses that cannot be resumed (for example `draft`).

• Action
  Send campaign test email

  Preview how a **draft** campaign looks in real inboxes by sending a test to up to **five recipient email addresses**. An optional `contact_uid` personalizes those emails and does not add a sixth recipient.

• Action
  Show bulk job status

  Poll a background bulk job until `status` is `done` or `failed`. Requires `object_id` and `object_name` from the **202** response of a queuing operation.

• Action
  Show campaign

  Get one campaign by public id (`uid`), including its delivery status and performance statistics (sends, opens, clicks, bounces, and rates). A/B campaigns also include `ab`, `ab_test_percentage`, and per-variant details (`type`, `has_body`, headers). During an active A/B test, top-level `subject` / `

• Action
  Show contact

  Get one contact by public id (`uid`), including field values, tags, preferences, and subscription status - useful before an update or to verify a sync.

• Action
  Show conversion

  Get one conversion by public id (`uid`) - for example to fetch full lead details after a webhook or list sync. Pass `include=extra_fields` to resolve submitted input fields.

• Action
  Show poptin

  Get one popup or form by public id (`uid`) with its aggregate metrics. A/B parents include nested versions; A/B versions include the parent’s identity and metrics.

• Action
  Show preference

  Get one preference topic by public id (`uid`). Pass `include=contacts_count` when you need how many contacts currently have this preference.

• Action
  Show property

  Get one contact property, including its type and options, so you can map forms or syncs to the right field.

• Action
  Update contact status

  Change only a contact’s subscription status (for example subscribe, unsubscribe, or mark as bounced) without rewriting their other fields.

• Action
  Update preference

  Update a preference topic without changing which contacts are opted in. **423** if the account is locked for processing.

• Action
  Update property

  Change a property’s label, default value, or options after you have already created it. **423** if the account is locked for processing.

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