Connect Homebase360 and Whippy

Both apps 50Homebase360 26Whippy 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
  Channels

  Triggers when a new channel is added to your Whippy organization.

• Trigger
  List Agents

  Triggers when a new AI agent is added to your Whippy organization.

• Trigger
  List Calls

  Triggers when a new call is logged in Whippy.

• Trigger
  List Users

  Triggers when a new user is added to your Whippy organization.

• Action
  Add Contacts to a Sequence

  Adds contacts to a Whippy sequence, creating any contact that does not exist yet.

• Action
  Create a Contact

  Creates a new contact in Whippy from a phone number, with optional name, email and opt-in preferences.

• Action
  Delete a Contact

  Deletes a contact from Whippy by its ID.

• Action
  Get Agent by ID

  Returns one Whippy AI agent by its ID, including its current version and settings.

• Action
  Get All Campaigns

  Returns the campaigns in your Whippy organization, optionally filtered by title.

• Action
  Get All Channels

  Returns the channels (phone numbers, email addresses and other locations) in your Whippy organization.

• Action
  Get All Contacts

  Returns the contacts in your Whippy organization, optionally filtered by name, email or phone.

• Action
  Get All Sequences

  Returns the sequences in your Whippy organization, optionally filtered by title.

• Action
  Get All Sequence Steps

  Returns all the steps of a Whippy sequence, including each step's message and delivery stats.

• Action
  Get Call by ID

  Returns one Whippy call by its ID, including its recording and transcript links.

• Action
  Get Campaign by ID

  Returns one Whippy campaign by its ID.

• Action
  Get Campaign Contacts

  Returns the contacts a Whippy campaign was sent to, with optional filters for delivery, responses, unsubscribes and link clicks.

• Action
  Get Contact by ID

  Returns one Whippy contact by its ID.

• Action
  Get Contacts in a Sequence

  Returns the contacts enrolled in a Whippy sequence, with optional filters for status, step, responses, unsubscribes and link clicks.

• Action
  Get Sequence by ID

  Returns one Whippy sequence by its ID.

• Action
  List Agents

  Returns the AI agents in your Whippy organization, optionally filtered by name.

• Action
  List Calls

  Returns calls in your Whippy organization, optionally limited to a date range.

• Action
  List Users

  Returns the users in your Whippy organization, optionally filtered by name, email, phone, role or state.

• Action
  Send an SMS

  Sends an SMS text message from one of your Whippy channels to a phone number.

• Action
  Update a Contact

  Updates an existing Whippy contact's details such as name, email, phone or opt-in preferences.

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