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      How do I Integrate Homebinder with ISN?

      This article outlines how to integrate HomeBinder with ISN and how to automate the Binder Creation process.

      For ISN users with the Traditional HomeBinder product, we've outlined the 7 steps to help you automate the binder creation process in HomeBinder.

      If you are using the full version of HomeBinder, which includes Repair Pricer for your agents, and the service to provide your buyers with a Home Expert to set up their utilities and other home services, integration is set up for you during onboarding.

      Step 1: In two separate browser tabs log in to your ISN account and your HomeBinder account.

      Step 2: Get Your API Key from HomeBinder In the HomeBinder tab, go to “Settings” and click “Automation”. Copy the API Key provided.

      Step 3: Set Up Templates in ISN:

      1. In the ISN tab, navigate to the “Email” dropdown menu and click “Get Templates and Containers”.
      2. Under Containers, find the “Blank Container”. Click "Copy this to ISN’ and confirm by clicking OK.
      3. Repeat this process for the “HomeBinder.com Integration Template”, then click "Copy to ISN" and "OK".

      Step 4: Edit the HomeBinder Template in ISN:

      1. In the search bar, type "homebinder" (all lowercase) and click the pencil icon to edit the template.
      2. In the Container dropdown, select Blank Container. Check the box for Always attach report to ensure the inspection report is included in the client’s HomeBinder. Optionally, check Always attach public attachments to upload any public attachments to the client’s HomeBinder.

      Step 5: Add API Key, Route Name, and Template ID:

      1. In the template, paste the API Key you copied from HomeBinder next to API Key.
      2. Copy the API Route Name from HomeBinder and paste it next to Partner Name in ISN (leave a space between the colon and the name).
      3. Copy the Template ID from HomeBinder and paste it next to Binder Template ID.
      4. If you’re based in Canada, change Property Country from "US" to "CA."
      5. Scroll down, highlight, and delete everything from "% Seller Agent Name" to the last "%."
      6. Add the following at the end: ReportURL: %reporturl%.
      7. Click “Save Template”.

      Step 6: Create the HomeBinder Integration Email Event:

      1. In the ISN tab, go to the “Email” dropdown and select “Email Events”
      2. Click “Add Event” and name it “HomeBinder Integration Email Event.”
      3. Enter your name and email address.
      4. In "Select What Triggers This Email Event", choose “When the Report is Completed”. NOTE: If you don’t upload reports to ISN, you can select Date and Time of Inspection (Not recommended.)
      5. Set "When should we send this email" to a time between 1 and 30 minutes after the report is completed.
      6. For "Who will Receive this Email", choose Other and enter:
        Name: HomeBinder
        Email: binders@homebinder.com
      7. In "What Template should be used", select "HomeBinder.com Integration Template".
      8. For "This event is valid for these Inspection Types", select "Specific Inspection Types" and choose which ones should create HomeBinders.
      9. Under "Payment Status" choose "Paid" if you process all payments through ISN to ensure only paying clients receive a HomeBinder.
      10. Under "Signature Status" choose "Signed" if you handle agreements through ISN.
      11. Click “Add Email Event”.

      Step 7: Activate and Automate Binder Creation:

      In the Email Events page in ISN, locate “HomeBinder Integration Email Event” and toggle it from "Off" to "On." This automates the creation of HomeBinder accounts for future inspections.
      2. To set up previous clients with HomeBinder, In your HomeBinder tab, click "Edit" at the top right. Check the "Binder Auto Transfer" box and click "OK." This will send binders to clients based on the Binder Transfer Delay, which defaults to 1 hour after creation. Check the “Send Agents Transfer Notifications” so your agents are notified when a binder is created for your clients.
      Last, send an email to support@homebinder.com with the subject line, “I integrated my account with ISN.”

      Setting Up Previous Clients in ISN


      To set up previous clients with HomeBinder, follow these steps:

      While viewing an inspection order in ISN, click the Actions dropdown and select Send an Email Template.

      In the form, select HomeBinder.com Integration Template.

      From your default business email, send it to binders@homebinder.com.

      Click Send Email Template.