Connect Homebase360 and UniBee

Both apps 55Homebase360 26UniBee 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
  New Invoice Event

  Triggers when an invoice event occurs (created, paid, process, cancelled, failed, or reversed).

• Trigger
  New Payment Event

  Triggers when a payment event occurs (created, authorised need, success, cancelled, or failure).

• Trigger
  New Refund Event

  Triggers when a refund event occurs (created, success, failure, cancelled, or reversed).

• Trigger
  New Subscription Activated

  Triggers when a subscription becomes active.

• Trigger
  New Subscription Event

  Triggers when a subscription event occurs (created, activated, updated, cancelled, expired, etc.).

• Trigger
  New Subscription Onetime Addon Event

  Triggers when a subscription onetime addon event occurs (created, success, cancelled, or expired).

• Trigger
  New Subscription Pending Update Event

  Triggers when a subscription pending update event occurs (create, success, or cancelled).

• Trigger
  New User Event

  Triggers when a user event occurs (created, updated, metric update, or subscription update).

• Trigger
  New User Plan Change

  Triggers when a user subscription or subscription change occurs.

• Action
  Add Discount Code

  Create a new discount/promo code.

• Action
  Add Invoice

  Create a new invoice.

• Action
  Add Payment

  Record/create a new payment.

• Action
  Add Plan

  Create a new subscription plan.

• Action
  Add Product

  Create a new product.

• Action
  Add Subscription

  Create a new subscription for a user against a plan.

• Action
  Add User

  Create a new customer/user record in UniBee.

• Action
  Cancel Subscription

  Cancel a subscription immediately.

• Action
  Get Invoice

  Fetch a single invoice's detail by invoice id.

• Action
  Get Payment

  Fetch a single payment's detail by payment id.

• Action
  Get Plan

  Fetch a single plan's detail by plan id.

• Action
  Get Subscription

  Fetch a single subscription's detail by subscription id.

• Action
  Get User

  Fetch a single user's profile by user id.

• Action
  List Discount Codes

  List discount codes with pagination/filters.

• Action
  List Invoices

  List invoices with pagination/filters.

• Action
  List Plans

  List plans with pagination/filters.

• Action
  List Products

  List products with pagination/filters.

• Action
  List Subscriptions

  List subscriptions with pagination/filters.

• Action
  List Users

  List/search customer users with pagination.

• Action
  Update User

  Update an existing user's profile fields.

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