Airtable integration with Yardbook
How to Create leads in Yardbook for new records in Airtable
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create leads in Yardbook for new records in Airtable" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Yardbook integrations
Yardbook actions
Nekton can use any feature that is available in Yardbook API.
Using our advanced AI, you can easily create custom automations for Yardbook.
Here are some typical actions you can do in your automated workflows.
Create Lead
Creates a new lead and a prospect in Yardbook
Job Completed
Triggers when a job or activity is set to completed.
New Business Profile Message
Lead Created
Triggers when a new lead is created.
New Prospect
Triggers when a new prospect customer is created.
Estimate Approved
Triggers when an estimate has been approved.
About Yardbook
Yardbook is a comprehensive, end-to-end business management software solution designed for the landscaping industry.