Connect Homebase360 and Willo

Both apps 46Homebase360 26Willo 20

• 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
  List Users

  Triggers when a new user is added to your Willo account.

• Action
  Accept Candidate

  Marks a participant in a Willo interview as Accepted and returns the updated participant. Can also update the participant's name, phone number and custom ID in the same step.

• Action
  Add department

  Creates a new department in your Willo organisation and returns the department, including its key and branding.

• Action
  Add interview from template

  Creates a new interview in Willo from one of your interview templates and returns the new interview.

• Action
  Create Company

  Creates a new company as a child organisation under your Willo organisation, with the owner you name.

• Action
  Create Interview

  Creates a new video interview in Willo with its questions, department, message templates and settings.

• Action
  Delete interview

  Deletes an interview from your Willo account.

• Action
  Delete participant

  Deletes a participant from Willo. Returns whether the deletion was confirmed.

• Action
  Get interview

  Returns a Willo interview by its key, including its questions, owner, department, reviewers, message templates and settings. An error occurs if the interview is not found.

• Action
  Get participant

  Returns a Willo participant (candidate) with their contact details, status, interview, department, scores and answers.

• Action
  Get user

  Returns a Willo user's details, including email, full name, phone, role and status.

• Action
  Invite Someone

  Invites a person to a Willo interview as a participant and returns the new participant with their invite link.

• Action
  List departments

  Returns the departments in your Willo organisation, optionally filtered by name, owner email or owner.

• Action
  List interviews

  Returns the interviews in your Willo account, optionally narrowed by department, owner or a search term, and sorted the way you choose.

• Action
  List message templates

  Returns the message templates (email and SMS) in your Willo account, optionally filtered by title, type or trigger.

• Action
  List participants

  Returns the participants in your Willo account, optionally narrowed to an interview, department or owner, or by a text search.

• Action
  List users

  Returns the users in your Willo account with their key, email and full name.

• Action
  Reject Candidate

  Rejects a candidate by setting the participant's status to Rejected, optionally updating their name, phone or custom ID.

• Action
  Update interview

  Updates an existing interview's details, questions, reviewers, message templates and settings, changing only the values you provide. Returns the updated interview.

• Action
  Update participant

  Updates a participant's name, phone, status (Accepted or Rejected) or your own reference ID.

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