Integration
Connect Homebase360 and Userflow
When New Customer fires in Homebase360, your agent runs Create/Update User in Userflow, or Checklist Completed in Userflow to Add task in Homebase360. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Homebase360 and Userflow to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Homebase360 and Userflow can do together
From Homebase360 to Userflow
When New Customer in Homebase360
then Create/Update User in Userflow
From Userflow to Homebase360
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Homebase360 and Userflow
Triggers and actions 21 triggers · 24 actions
- New Customer
Triggers when a new customer is added in Homebase360.
- New Estimate
Triggers when a new estimate is created in Homebase360.
- New Job
Triggers when a new job is created in Homebase360.
- New Lead
Triggers when a new lead is created in Homebase360.
- Updated Customer
Triggers when a Homebase360 customer is added or changed.
- Updated Estimate
Triggers when a Homebase360 estimate is created or changed, including sent, approved, declined or converted.
- Updated Job
Triggers when a Homebase360 job is created or changed, including status, payment and schedule updates.
- 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.
- Add task
Creates a task (to-do or reminder) in Homebase360, optionally attached to a customer and assigned to employees.
- Create Customer
Creates a Homebase360 customer with contact details, notes and tags.
- Create Job
Creates a scheduled Homebase360 job for an existing customer with one line item.
- Create Lead
Creates a Homebase360 lead for an existing customer, or finds or creates the customer from the details given.
- Get Customers
Returns Homebase360 customers matching a customer ID, phone, email or name.
- Get Jobs
Returns Homebase360 jobs by job ID, customer or date range.
- Get Leads
Returns Homebase360 leads by lead ID, customer or stage.
- List employees
Returns your Homebase360 team members, optionally filtered by employee ID, exact email, or a name/email search.
- List estimates
Returns estimates (quotes), optionally filtered by customer, a single estimate, or a created-date range.
- 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.
- List tasks
Returns tasks (to-dos and reminders), optionally filtered by customer, employee, status or date range.
- Send estimate
Sends an existing estimate to its customer as a PDF by email and/or a link by text message.
- Send message
Sends an SMS or MMS text message to an existing Homebase360 customer by mobile phone or customer ID.
- Update Customer
Updates an existing Homebase360 customer; only the fields you provide change.
- Update estimate
Updates an existing estimate's line items, discount, note, lead source or salesperson in Homebase360.
- Update job
Updates an existing job's schedule, note, assigned employees, line items or lead source in Homebase360.
- Update lead
Updates an existing lead's pipeline, stage, note, lead source, assignees or line items.
- Update task
Updates an existing Homebase360 task — status, title, schedule, assignees, reminder or a new note.
- Checklist Completed
Triggered when a user finishes every task in a Userflow checklist.
- Checklist Dismissed/Ended
Triggered when a Userflow checklist ends for a user — because they dismissed it, it was completed, or it stopped applying to them. The reason is in checklist_end_reason.
- Checklist Started
Triggered when a user starts a Userflow checklist. Why it started is in checklist_start_reason.
- Checklist Task Completed
Triggered when a user completes a single task inside a Userflow checklist.
- Event Tracked
Triggered when Userflow tracks an event for a user — either your own custom events or Userflow's own flow and checklist events. Name one event to watch, or leave it blank to fire for all of them.
- Flow Completed
Triggered when a user completes a Userflow flow by reaching its goal step.
- Flow Dismissed/Ended
Triggered when a Userflow flow ends for a user — because they dismissed it, finished it, or it stopped applying. The reason is in flow_end_reason.
- Flow Started
Triggered when a user starts a Userflow flow. Why it started is in flow_start_reason.
- Group Created/Updated
Triggered when a group (a company or account) is created or changed in Userflow.
- Launcher Activated
Triggered when a user clicks a Userflow launcher (a beacon, button or hotspot) to open it.
- Launcher Dismissed
Triggered when a user dismisses a Userflow launcher (a beacon, button or hotspot).
- Launcher Seen
Triggered when a Userflow launcher (a beacon, button or hotspot) is shown to a user.
- Question Answered
Triggered when a user answers a question in a Userflow flow — a survey, NPS or rating step. The answer arrives as text, a number, or a list depending on the question type.
- User Created/Updated
Triggered when a user is created or changed in Userflow.
- Create/Update Group
Creates a group (a company or account) in Userflow, or updates it if a group with that ID already exists. Only the attributes you send are changed.
- Create/Update User
Creates a user in Userflow, or updates them if a user with that ID already exists. Only the attributes you send are changed. Optionally adds the user to a group.
- Find Group
Finds groups (companies or accounts) in Userflow by name. Userflow's API cannot filter on the server, so this reads up to 300 groups and matches them here; leave the name blank to just list them.
- Find User
Finds users in Userflow by email or name. Userflow's API cannot filter on the server, so this reads up to 300 users and matches them here; leave both fields blank to just list them.
- Track Event
Tracks an event for a user in Userflow, so you can use it to start flows or checklists and to segment users.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Homebase360
Homebase360 to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Homebase360 to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Homebase360 to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Homebase360 to MailchimpMailchimp marketing automation and email platform.
Homebase360 to StripeStripe is a payment processing platform for online businesses.
Homebase360 to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
More into Userflow
Agile CRM to UserflowAgile CRM is an all-in-one CRM with sales, marketing, and service automation.
Telegram to UserflowTelegram is a cloud-based instant messaging and voice over IP service developed by Telegram Messenger LLP.
Google Sheets to UserflowGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Questions
Homebase360 and Userflow, answered
What can start an automation from Homebase360?
Any of Homebase360's 7 triggers in the catalog, including New Customer, New Estimate, New Job and New Lead. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Userflow when something happens in Homebase360?
Any of Userflow's 5 actions, including Create/Update Group, Create/Update User, Find Group and Find User. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Userflow to Homebase360?
Yes. When something happens in Userflow, your agent can act in Homebase360 too. This page covers both directions: Userflow's triggers and Homebase360's actions are listed here as well.
Do I have to build a connector for Homebase360 or Userflow?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Homebase360 and Userflow without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.