Connect Homebase360 and US Global Mail

Both apps 45Homebase360 26US Global Mail 19

• 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 Mail

  Triggers when a new mail item arrives in your US Global Mail mailbox.

• Action
  Add address

  Adds a new shipping or check-deposit address to your US Global Mail account.

• Action
  Add folder

  Creates a new mail folder with a name and an optional color.

• Action
  Add scan request

  Requests a scan of a mail item, or has it opened and its contents scanned. This is a billable action on the US Global Mail account.

• Action
  Archive mail item

  Moves a mail item out of the active inbox into the archive and returns the updated mail item.

• Action
  Cancel scan request

  Cancels a scan request that is still in process and returns the updated scan.

• Action
  Delete folder

  Deletes a folder. Mail in the folder is not deleted; it simply becomes unfiled.

• Action
  Discard mail item

  Asks the mailroom to discard a physical mail item. It can be undone with Undiscard within 7 days; after that the item is permanently shredded.

• Action
  Get account

  Returns your US Global Mail account profile, including name, email, phone number, status and mailbox (PMB) number.

• Action
  Get mail item

  Returns full detail for one mail item in your US Global Mail mailbox, including its status, sender, dimensions, weight, scan and folder.

• Action
  Get scan

  Returns one scan request, including its status, type and AI-generated label.

• Action
  Get shipment

  Returns the details of one shipment, including its status, tracking number, destination and packed mail items.

• Action
  List addresses

  Returns the shipping and deposit addresses on your US Global Mail account, optionally filtered by type.

• Action
  List folders

  Returns all of your US Global Mail folders, with each folder's name and color.

• Action
  List mail items

  Returns the mail items in your mailbox, with optional filters for status, type, folder, scan state, arrival period, read state and search text.

• Action
  List scans

  Returns your scan and open-and-scan requests, optionally filtered by status, type, mail item, search text or scan date.

• Action
  List shipments

  Returns your shipment requests (shipments, returns to sender, check deposits and pickups), optionally filtered by type and status.

• Action
  Update folder

  Renames a mail folder or changes its color.

• Action
  Update mail item

  Marks a mail item as read or unread and/or moves it into a folder, and returns the updated mail item.

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