Yoobi integrations
Use Nekton to connect Yoobi with thousands of other services, and automate your day-to-day tasks. Describe what you want to automate in plain language, and Nekton AI will create automation for you.
Automate Yoobi integrations with Nekton
Create automations that integrate Yoobi with other services
Nekton AI can integrate Yoobi with many online apps and tools.
Here are some popular integrations you can try to automate your Yoobi workflows:
Yoobi actions
Nekton can use any feature that is available in Yoobi API.
Using our advanced AI, you can easily create custom automations for Yoobi.
Here are some typical actions you can do in your automated workflows.
Create Customer
Creates a new Customer.
Create Project
Creates a Project
Find Contact
Finds a Contact
Find Customer (By Name or ID)
Finds a Customer by (part of the) name or ID.
Find Employee
Creates an Employee
Find Project
Finds a Project
Find or Create Customer
Finds a customer or contact person by email.
Create CRM Task
Creates a CRM Task
Create Employee
Creates an Employee
Update Invoice Payment Status
Updates the status of an invoice
Find Contact (By Email or Phone)
Finds a Contact by Email or Phone.
Find Customer or Contact (By Email)
Finds a customer or contact by email.
Find Invoice
Finds an Invoice
Find or Create Customer
Finds a Customer by (part of the) name or ID.
Find or Create a Project
Finds a Project
New Contact
Triggers when a new contact is created.
New Department
Triggers when a new department is created.
New Invoice
Triggers when a new invoice is created. This trigger only triggers for invoices for the current year. So if triggered on 1 Feb 2023, the invoices of 2023 will be reviewed. Month is optional.
About Yoobi
Yoobi is Cloud software for CRM, project management, time tracking, leave, expenses, planning and invoicing in one tool. Yoobi is used by companies of all sizes.