Connect Homebase360 and TRAFFIT

Both apps 52Homebase360 26TRAFFIT 26

• 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
  Candidate Added

  Triggers when a new candidate is added in Traffit.

• Trigger
  Candidate Moved to Stage

  Triggers when a candidate is moved to another stage of a job in Traffit.

• Trigger
  CRM Contact Person Added

  Triggers when a new CRM contact person is added in Traffit.

• Trigger
  CRM Contact Person Updated

  Triggers when a CRM contact person is updated in Traffit.

• Trigger
  New Candidate in a Job

  Triggers when a new candidate appears in a job in Traffit.

• Trigger
  New Job Created

  Triggers when a new job is created in Traffit.

• Action
  Add Candidate Note

  Adds a note to a candidate in Traffit.

• Action
  Add Candidate to a Job

  Adds a candidate to a job (recruitment) in Traffit.

• Action
  Add job

  Creates a new job (recruitment) in Traffit for a client.

• Action
  Add tags to candidate

  Adds one or more existing tags to a candidate in Traffit.

• Action
  Create Candidate

  Creates a new candidate in Traffit.

• Action
  Create CRM Contact Person

  Creates a new CRM contact person in Traffit.

• Action
  Find Candidate

  Finds candidates in Traffit by email or last name.

• Action
  Find Client

  Returns a client company in Traffit by its ID.

• Action
  Get candidate

  Returns a single candidate by ID or GUID, including their custom fields.

• Action
  Get client

  Returns a single client (company) by its ID, including its custom fields.

• Action
  Get job

  Returns a single job (recruitment) by its ID, including its client, responsible people and custom fields.

• Action
  List clients

  Returns the clients (companies) in your Traffit account, optionally filtered and sorted.

• Action
  List job states

  Returns the workflow stages (states) of a job, such as New, Video call or Offer, with their ids and order.

• Action
  List users

  Returns the users (recruiters and team members) in your Traffit account.

• Action
  Move candidate to job state

  Moves a candidate in a job to a specific stage of that job's workflow.

• Action
  Reject candidate in job

  Rejects a candidate in a job, moving them to the chosen rejection stage.

• Action
  Update candidate

  Updates selected fields on an existing candidate in Traffit; blank fields are left unchanged.

• Action
  Update client

  Updates selected fields on an existing client (company) in Traffit. Fields left blank are not changed.

• Action
  Update CRM Contact Person

  Updates the fields you supply on an existing CRM contact person in Traffit.

• Action
  Update job

  Updates selected fields on an existing job (recruitment) in Traffit, such as its title, client or workflow.

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