Connect Homebase360 and Speak Ai

Both apps 50Homebase360 26Speak Ai 24

• 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 Magic Prompts Response

  Fires when Speak AI finishes answering an AI Chat (Magic Prompt) and delivers the final answer.

• Action
  Add Automation

  Create a new Speak AI automation.

• Action
  Add Field

  Creates a new custom field in your Speak AI account.

• Action
  Add Folder

  Create a new folder to organize media, text notes, and recordings.

• Action
  Ask AI Chat

  Ask a question about one or more media items or a folder and get the AI chat answer back.

• Action
  Delete Automation

  Delete an automation.

• Action
  Delete Folder

  Delete a folder.

• Action
  Delete Media

  Delete a media file from Speak AI.

• Action
  Delete Text Note

  Delete a text note.

• Action
  Get Media Insights

  Loads the analysis results (transcript, keywords, topics, sentiment, named entities, summary) for a Speak AI audio or video file.

• Action
  Get Media Status

  Gets the processing status and basic details of a Speak AI audio or video file.

• Action
  Get Media Transcript

  Get the transcript of a media file.

• Action
  Get Text Note Insight

  Gets the analysis insights (keywords, entities, intents, sentiment) for a Speak AI text note.

• Action
  List Automations

  List the automations (trigger + action workflows) configured in Speak AI.

• Action
  List Fields

  Lists the custom fields defined in your Speak AI account.

• Action
  List Folders

  List the folders in the account.

• Action
  List Media

  List the media files (audio/video) in the account's Speak AI library.

• Action
  Run Magic Prompt

  Runs a Magic Prompt (Speak AI's AI Chat) against your media, folders or fields and returns the AI's answer.

• Action
  Update Automation

  Updates an existing Speak AI automation: its name, trigger, steps, schedule and active state.

• Action
  Update Folder

  Update a folder's name or settings.

• Action
  Update Media

  Rename a Speak AI media file and update its description, tags, folder, assignee, note, status or creation date.

• Action
  Update Text Note

  Update the content of an existing text note.

• Action
  Upload File to Transcribe and Analyze

  Uploads new audio or video files for automatic transcription and analysis.

• Action
  Upload Text Note to Analyze

  Uploads new text notes for automatic insight analysis.

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