Connect Homebase360 to Simpro

Both apps 43Homebase360 26Simpro 17

• 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.

• Action
  Create Company Customer

  Creates a company customer in Simpro and returns its ID.

• Action
  Create Contact

  Creates a contact in Simpro and returns its ID.

• Action
  Create Individual Customer

  Creates an individual (person) customer in Simpro and returns its ID.

• Action
  Create Lead

  Creates a sales lead in Simpro for a customer and site, and returns its ID.

• Action
  Create Schedule Block(s)

  Schedules a staff member on a job cost center for a time block on one day, and returns the schedule's ID.

• Action
  Create Service Job

  Creates a service job in Simpro and returns its ID.

• Action
  Create Service Quote

  Creates a service quote in Simpro and returns its ID.

• Action
  Create Site

  Creates a site (a customer location) in Simpro and returns its ID.

• Action
  Find Company Customer

  Finds company customers in Simpro by company name and returns the matches.

• Action
  Find Contact

  Finds contacts in Simpro by last name and returns the matches.

• Action
  Find Individual Customer

  Finds individual customers in Simpro by last name and returns the matches.

• Action
  Find Job

  Finds jobs in Simpro by name and returns the matches.

• Action
  Find Quote

  Finds quotes in Simpro by name and returns the matches.

• Action
  Find Schedule

  Finds schedules in Simpro by date (YYYY-MM-DD) and returns the matches.

• Action
  Find Site

  Finds sites in Simpro by name and returns the matches.

• Action
  Update Company Customer

  Updates an existing company customer in Simpro.

• Action
  Update Job

  Updates an existing Simpro job's details.

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