Connect Homebase360 to Zoho Inventory

Both apps 90Homebase360 26Zoho Inventory 64

• 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.

• Action
  Add Credit Note Comment

  Tool to add a comment to a credit note in Zoho Inventory. Use when needing to add notes or comments to a specific credit note for record-keeping or audit purposes.

• Action
  Add Invoice Attachment

  Tool to upload an attachment to a specific invoice. Use when you need to add a file attachment to an invoice.

• Action
  Add Invoice Comment

  Tool to add a comment to a specific invoice in Zoho Inventory. Use when you need to add notes, updates, or internal/client-visible comments to an invoice.

• Action
  Apply Credits To Invoices

  Tool to apply credits from a credit note to one or more invoices. Use when you need to apply available credits from a credit note to settle invoice balances.

• Action
  Bulk Delete Sales Orders

  Tool to bulk delete sales orders. Use this to remove multiple sales orders at once.

• Action
  Bulk Email Invoices

  Sends multiple invoices by email to a contact in a single API call. Use this tool when you need to email up to 10 invoices at once to a customer. The invoices will be scheduled for delivery and the contact will receive individual emails for each invoice. If contact_id is not provided, the action will automatically fetch the customer_id from the first invoice and use that as the contact.

• Action
  Bulk Export Invoices

  Tool to bulk export invoices as a single PDF. Use when you need to download multiple invoices in a single file for archiving or sharing.

• Action
  Bulk Print Invoices

  Generate a consolidated PDF containing multiple invoices for printing or archiving. Use this tool to download one or more invoices as a single PDF document. The PDF can contain up to 25 invoices and is useful for bulk printing, record keeping, or sharing with customers.

• Action
  Bulk Print Packages

  Tool to bulk print package slips as a consolidated PDF. Use when you need a PDF file of multiple package slips for printing or archiving.

• Action
  Create Bill

  Tool to create a bill in Zoho Inventory. Use when a vendor supplies goods/services on credit and you need to track the amount owed.

• Action
  Create Contact

  Tool to create a new contact (customer or vendor) in Zoho Inventory. Use when you need to add a new business relationship to your organization.

• Action
  Create Contact Person

  Tool to create a contact person. Use when you need to add a new contact person to an existing contact in Zoho Inventory.

• Action
  Create Credit Note

  Tool to create a new credit note in Zoho Inventory. Use when you need to issue a credit note to a customer for returns, refunds, or adjustments.

• Action
  Create Customer Payment

  Tool to create a customer payment in Zoho Inventory. Use when recording a payment received from a customer against one or more invoices.

• Action
  Create Invoice

  Tool to create a new invoice in Zoho Inventory. Use when you need to invoice a customer for products or services sold.

• Action
  Create Item

  Tool to create a new item in Zoho Inventory. Use when you need to add a new product or service to your inventory catalog.

• Action
  Create Item Group

  Tool to create an item group in Zoho Inventory. Use when you need to create a new item group with multiple items that share common attributes like size or color variations.

• Action
  Create Package

  Tool to create a package for a sales order in Zoho Inventory. Use when you need to prepare items from a sales order for shipping.

• Action
  Create Purchase Order

  Tool to create a purchase order in Zoho Inventory. Use when you need to order goods or services from a vendor.

• Action
  Create Sales Order

  Tool to create a sales order in Zoho Inventory. Use when a customer places an order for products and you need to track the sale before invoicing.

• Action
  Deactivate Contact

  Tool to mark a contact as inactive in Zoho Inventory. Use when you need to deactivate a contact without permanently deleting it.

• Action
  Deactivate Item

  Tool to mark an item as inactive in Zoho Inventory. Use when you need to deactivate an item without permanently deleting it.

• Action
  Deactivate Item Group

  Tool to mark an item group as inactive in Zoho Inventory. Use when you need to deactivate an item group and all its items without permanently deleting them.

• Action
  Delete Contact

  Tool to delete a contact. Use when you need to remove an existing contact from your organization after confirming it is no longer needed.

• Action
  Delete Contact Person

  Tool to delete a contact person. Use when you need to remove a contact person from your organization after confirming it is no longer needed.

• Action
  Delete Invoice

  Tool to delete an invoice. Use when you need to remove an existing invoice that has no payments or credits applied.

• Action
  Delete Invoice Attachment

  Tool to delete an invoice attachment. Use when you need to remove a file attached to an invoice.

• Action
  Delete Invoice Comment

  Delete a specific comment from an invoice in Zoho Inventory.

• Action
  Delete Item

  Tool to delete an item. Use when you need to remove an existing inventory item after confirming it is not referenced in any transactions.

• Action
  Delete Item Group

  Tool to delete an item group. Use to remove an existing item group that is no longer needed.

• Action
  Delete Item Image

  Tool to delete an image associated with an item. Use when you need to remove an item's image after ensuring it's no longer required.

• Action
  Delete Package

  Tool to delete a package. Use when you need to remove an existing package created for a sales order.

• Action
  Delete Sales Order

  Tool to delete a sales order. Use when you need to remove an existing sales order.

• Action
  Disable Payment Reminder

  Tool to disable payment reminders for an invoice. Use when you want to stop automatic payment reminders for an invoice after it has been issued.

• Action
  Email Contact

  Tool to email a contact in Zoho Inventory. Use when you need to send an email to a specific contact with a custom subject and body.

• Action
  Email Contact Statement

  Tool to email a statement of transactions to a contact. Use when you need to send account statements to customers or vendors.

• Action
  Email Credit Note

  Tool to email a credit note to customers. Use when you need to send a credit note via email to recipients.

• Action
  Email Invoice

  Tool to email a specific invoice to customers. Use when you need to send an invoice via email, with optional attachments.

• Action
  Enable Invoice Payment Reminder

  Tool to enable payment reminders for an invoice. Use when you want to activate automatic payment reminders for an invoice after it has been issued.

• Action
  Get Contact

  Tool to retrieve a specific contact by ID from Zoho Inventory. Use when you need to get detailed information about a customer or vendor contact.

• Action
  Get Contact Address

  Tool to get contact address. Use when you need to retrieve address information for a specific contact.

• Action
  Get Credit Note

  Tool to retrieve a credit note by ID. Use when you need to fetch detailed information about a specific credit note.

• Action
  Get Credit Note Email Content

  Tool to get credit note email content including subject, body, recipients, and available templates. Use when you need to preview or retrieve the email content for a credit note before sending it.

• Action
  Get Current User

  Tool to get details of the currently authenticated user in Zoho Inventory. Use when you need to retrieve user profile information, permissions, or validate the authenticated user.

• Action
  Get Invoice

  Retrieve the complete details of one existing invoice by invoice ID.

• Action
  Get Item

  Retrieve the complete details of one existing inventory item by item ID.

• Action
  Get Package

  Retrieve complete details for one existing package by ID.

• Action
  Get Purchase Order

  Retrieve complete details for one existing purchase order by ID.

• Action
  Get Sales Order

  Tool to retrieve the details of an existing sales order. Use when you need to get complete information about a sales order including line items, customer details, shipping information, and order status.

• Action
  Get Variant Opening Stock

  Retrieve opening-stock configuration for one item variant.

• Action
  List Bills

  Tool to list bills. Use when needing to fetch bills for an organization.

• Action
  List Contacts

  Tool to list all contacts (customers and vendors) in Zoho Inventory. Use when needing to fetch contacts for an organization.

• Action
  List Credit Notes

  Tool to list all credit notes. Use when needing to fetch credit notes for an organization. Supports filtering by status, customer, date, and other criteria.

• Action
  List Currencies

  Tool to list all currencies configured in Zoho Inventory. Use when you need to retrieve available currencies, exchange rates, or identify the base currency for an organization.

• Action
  List Customer Payments

  List customer payments for a Zoho Inventory organization.

• Action
  List Invoice Payments

  Tool to list all payments received for a specific invoice. Use when you need to retrieve payment records for an invoice.

• Action
  List Invoices

  Tool to list all invoices in Zoho Inventory. Use when you need to retrieve invoices for an organization.

• Action
  List Items

  Tool to list all items in Zoho Inventory. Use when you need to retrieve inventory items for an organization.

• Action
  List Organizations

  Tool to list all organizations the user has access to in Zoho Inventory. Use when you need to get organization IDs or view available organizations. This action does not require organization_id as a parameter.

• Action
  List Purchase Orders

  Tool to list purchase orders. Use when needing to fetch purchase orders for an organization.

• Action
  List Sales Orders

  Tool to list sales orders. Use when needing to fetch sales orders for an organization.

• Action
  Update Contact

  Update editable details for one customer or vendor contact.

• Action
  Update Item

  Update editable catalog details for one existing Zoho Inventory item.

• Action
  Update Variant Opening Stock

  Update organization-level or location-level opening stock for one variant.

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