Connect Homebase360 and Publer

Both apps 55Homebase360 26Publer 29

• 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
  Account Connected/Disconnected

  Triggers when a social media account is newly connected to the selected Publer workspace.

• Trigger
  Competitor Spike

  Triggers when a competitor's analytics change in Publer (followers, growth, engagement, reach or posting mix), once per competitor whose numbers moved.

• Trigger
  Hashtag Spike

  Triggers when a hashtag's performance totals (posts, reach, engagement and related metrics) change in Publer's hashtag analytics.

• Trigger
  Member Performance Spike

  Triggers when a workspace member's posting activity or engagement metrics change for the chosen date range.

• Trigger
  New Draft

  Triggers when a new draft post is saved in your Publer workspace.

• Trigger
  New Idea

  Triggers when a new Idea (an unfinished post not yet tied to any social account) is saved in the workspace.

• Trigger
  Post Approved

  Triggers when a scheduled post is approved in your Publer workspace.

• Trigger
  Post Failed

  Triggers when a Publer post fails to publish.

• Trigger
  Post Pending Approval

  Triggers when a scheduled post is waiting for approval in the Publer workspace.

• Trigger
  Post Performance Threshold

  Triggers when a published post's performance metric (such as reach, likes or engagement) reaches the threshold you set.

• Trigger
  Post Published

  Triggers when a post is published to one of your connected social accounts.

• Trigger
  Post Scheduled

  Triggers when a post is scheduled in your Publer workspace.

• Trigger
  Top Competitor Posts

  Triggers when a new post by one of your tracked competitors appears in Publer's competitor post insights, with its performance analytics.

• Trigger
  Top Hashtags Identified

  Triggers when a hashtag newly enters the top-ranked hashtags (top 10 by the chosen metric) for a Publer social account.

• Trigger
  Top Posts of Week

  Triggers for each of your top-performing posts published in the last 7 days, ranked by engagement (or another metric you choose).

• Trigger
  Workspace Created

  Triggers when a new workspace becomes accessible to the connected Publer user.

• Action
  Auto Schedule Post

  Creates a post and lets Publer automatically pick the best time to publish it within a date window you choose.

• Action
  Create Post

  Creates a social media post in Publer for one or more connected accounts, either scheduled for a specific time or saved as a draft.

• Action
  Export Analytics Report

  Starts a CSV or PDF export of your Publer analytics for the workspace or a single account, and returns the job id used to retrieve the finished file.

• Action
  Export Competitor Benchmark

  Returns benchmark analytics for your competitor accounts — followers, growth, engagement, reach and posting mix — for a date range.

• Action
  Export Member Leaderboard

  Returns each workspace member's posting activity and engagement totals for a date range, for building leaderboards and performance reviews.

• Action
  Find Analytics by Date Range

  Returns published posts with their performance analytics (reach, engagement, likes, comments and more) for a social account within a date range.

• Action
  Find Media

  Searches a Publer workspace's media library by name or caption and returns the matching media items.

• Action
  Generate Competitors Top Posts

  Returns competitors' posts for a social account within a date range, with their performance analytics, sortable by engagement, reach and other metrics.

• Action
  Generate Top Hashtags

  Returns your top-performing hashtags for a social account, with post counts, reach, engagement totals, recent posts and a hashtag performance score.

• Action
  Generate Top Posts

  Returns your top-performing published posts for a social account over a date range, ranked by a metric such as engagement or reach.

• Action
  Schedule Recurring Post

  Creates a post that Publer publishes repeatedly on a daily, weekly, monthly or yearly schedule until an optional end date.

• Action
  Schedule Recycling Post

  Schedules a post that Publer automatically re-shares on a regular cadence, such as every 2 weeks up to 3 times.

• Action
  Upload Media

  Uploads a photo, video or PDF file to Publer and returns the new media item's ID for use in posts.

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