Connect Homebase360 and Skyvern

Both apps 42Homebase360 26Skyvern 16

• 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 or Updated Skyvern Workflow

  Triggers when a Skyvern workflow (agent) is created or a new version of it is saved.

• Action
  Add browser session

  Creates a Skyvern browser session that persists across multiple task and workflow runs, and returns its session id and live-view link.

• Action
  Add credential

  Creates a new stored credential (login, credit card or secret) in your Skyvern organization for use by tasks and agents.

• Action
  Add workflow

  Creates a new Skyvern workflow (agent) from a JSON or YAML definition and returns the saved workflow.

• Action
  Cancel run

  Cancels a running Skyvern task run or workflow run by its id.

• Action
  Create and Run a Task

  Starts a Skyvern browser-automation task from a plain-language prompt and returns the new run, including its id, status and link in the Skyvern app.

• Action
  Create and Run Task V2

  Starts a Skyvern 2.0 browser task from a natural-language prompt and returns the new run's id and status.

• Action
  Delete workflow

  Deletes a Skyvern workflow (agent) by its ID.

• Action
  Get a Browser Session

  Returns the details of a Skyvern browser session, including its status, browser address for connecting, downloaded files and recordings.

• Action
  Get a Task

  Returns a Skyvern task run by its id, including its status, extracted output, downloaded files, recording and screenshots.

• Action
  Get a Task V2

  Returns the status, output, recording and screenshots of a Skyvern task run.

• Action
  Get a Workflow

  Returns a Skyvern workflow (agent) by its permanent id, including its blocks, parameters and settings.

• Action
  List credentials

  Returns the credentials stored in your Skyvern organization, optionally filtered by vault, type or search text. Secrets are never included.

• Action
  List runs

  Returns your organization's task and agent runs, newest first, optionally filtered by status, run type, agent, tags, failure category or a search term.

• Action
  List workflows

  Returns the workflows (agents) in your Skyvern organization, optionally filtered by search text, folder, status or tags. Returns up to 100 workflows.

• Action
  Run a Workflow

  Starts a run of one of your Skyvern workflows (agents) with the parameters you supply, and returns the new run's id, status and link.

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