CM.com + Yoobi

Send text messages in CM.com when new customers are added to Yoobi

Easily keep your stakeholders in the loop about new customers with this integration. Whenever a new customer is created in Yoobi, this Zap will automatically look up the customer's details with a search action and then send a custom text message to a specified recipient via CM.com with the customer's details.

When this happens...
New Customer
Triggers when a new customer is created.
TriggerScheduled
automatically do this...
Find Customer (By Name or ID)
Finds a Customer by (part of the) name or ID.
ActionSearch
then do this!
Send Text (SMS/Push) Message
Sends an SMS or Push message to one or multiple people.
ActionWrite

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Supported triggers and actions

What does this mean?

- Changed Since dateRequired
- Primary ContactRequired
Trigger
Scheduled
Try It
New CRM Sale
Triggers when a new CRM sale record is created
Trigger
Scheduled
Try It
New Department
Triggers when a new department is created.
Trigger
Scheduled
Try It
- Month
- Invoice stateRequired
Trigger
Scheduled
Try It
New Relation
Triggers when a New Relationship Record is created in Yoobi through selection atm. this is not good
Trigger
Scheduled
Try It

- Customer ID
- Customer Code
- CRM Task Type
- Subject
- Task Description
- Planned Date
- Planned Time
- Planned End Date
- Planned End Time
- Executed Date
- Executed Time
- Priority
- Username
- Resourcegroup
- Contact First Name
- Contact Last Name
- Contact Email
- Contact Phone
- Person ID
- Contact Info ID
- Notification Moment
- Notification User ID
- Notification Date Offset
- Project ID
- CRM Sale ID
- Taskreport
Action
Write
- First Name
- Initials
- Middle Name
- Last NameRequired
- Gender
- Date of Birth
- Employee NumberRequired
- BSN
- Employee Abbreviation
- Job Name
- Start Registration Date
- Start Date
- End Date
- Cost Center
- Cost Unit
- Allow Overtime
- Department
- Resource Group
- State
- Contract Start Date
- Contract End Date
- Contract FTE
- User State
- Username
- User Email
- User Language
- Show Custom fields
Action
Write

- Employee NumberRequired
- Registration DateRequired
- Project NameRequired
- Activity NameRequired
- Type of RegistrationRequired
- Cost Registration
- Time RegistrationRequired
- Number Registration
- Registration Remarks
Action
Write
- Invoice Number or Invoice IDRequired
- AmountRequired
- Fully PaidRequired
- Currency
Action
Write
- Type
- Email or PhoneRequired
Action
Search
- Customer Name or IDRequired
- Level of detail
Action
Search
- Employee number or Employee IDRequired
Action
Search
- Project Code or Project IDRequired
Action
Search
- CodeRequired
- Level of detail
- NameRequired
- Customer Category
- Keywords
- Description
- KvK
- KvK City
- VAT/BTW
- Invoice Salutation
- Invoice Expiration Days
- IBAN
- Mobile Phone
- Fax
- Website
- Phone
- E-mail
- Billing E-mail
- Ledger Account
- Ledger Account Turnover
- Cost Center
- Cost Unit
- StatusRequired
- Visiting Address
- Visiting Address City
- Visiting Address Country
- Visiting Address Postalcode
- Visiting Address Note
- Billing Address
- Billing Address City
- Billing Address Country
- Billing Address Postcode
- Billing Address Note
- Mailing Address
- Mailing Address City
- Mailing Address Country
- Mailing Address Postalcode
- Mailing Address Note
- Initials
- Fist Name
- Infix
- Last Name
- E-mailaddress
- Phone
- Gender
- Title
- Function
- Department
- Note
- Employee Number
- Show Custom Fields
Action
Search or write
- Project Code or Project IDRequired
- Name
- Code
- State
- Start Date
- End Date
- Label
- Classification
- Customer Code
- Department Name
- Ledger Account
- Cost Center
- Cost Unit
- Currency
- Main Project Code
- External Approval Email
- External Approval Report Comment
- External Approval Weekly
- External Approval Reminder Days
- External Approval Language Code
- First Name
- Last Name
- Infix
- Project Role Name
- Employee Number
- Name
- Start Date
- Description
- End Date
- State
- Exclude Approval
- Type
- Is Billable
- Ledger Account
- Cost Center
- Cost Unit
- Activity Specify
- Note Required
- Link Project Employee
- Show Custom Fields
- Budget Type
Action
Search or write
- FromRequired
- ToRequired
- TextRequired
Action
Write

- Primary ContactRequired
Trigger
Scheduled
Try It
- Status
Trigger
Scheduled
Try It
- Status
Trigger
Scheduled
Try It
- Include Activities
- Include Budget
- Include Description
- Status
Trigger
Scheduled
Try It
- Customer CodeRequired
- CRM Sale code
- CRM Sale Name
- CRM Sale SchemeRequired
- CRM Sales Scheme PhaseRequired
- CRM Sale source
- Product Group
- Employee number
- First name
- Infix
- Last Name
- Percentage of this sale
- Value of this saleRequired
- CurrencyRequired
- Expected sale dateRequired
- Description
Action
Write
- NameRequired
- CodeRequired
- Customer Category
- Keywords
- Description
- KvK
- KvK City
- VAT/BTW
- Invoice Salutation
- Invoice Expiration Days
- IBAN
- Mobile Phone
- Fax
- Website
- Phone
- E-mail
- Billing E-mail
- Ledger Account
- Ledger Account Turnover
- Cost Center
- Cost Unit
- StatusRequired
- Visiting Address
- Visiting Address City
- Visiting Address Country
- Visiting Address Postalcode
- Visiting Address Note
- Billing Address
- Billing Address City
- Billing Address Country
- Billing Address Postcode
- Billing Address Note
- Mailing Address
- Mailing Address City
- Mailing Address Country
- Mailing Address Postalcode
- Mailing Address Note
- Initials
- Fist Name
- Infix
- Last Name
- E-mailaddress
- Phone
- Gender
- Title
- Function
- Department
- Note
- Employee Number
- Show Custom Fields
Action
Write
- Name
- Code
- State
- Start Date
- End Date
- Label
- Classification
- Customer Code
- Department Name
- Ledger Account
- Cost Center
- Cost Unit
- Currency
- Main Project Code
- External Approval Email
- External Approval Report Comment
- External Approval Weekly
- External Approval Reminder Days
- External Approval Language Code
- First Name
- Last Name
- Infix
- Project Role Name
- Employee Number
- Name
- Start Date
- Description
- End Date
- State
- Exclude Approval
- Type
- Is Billable
- Ledger Account
- Cost Center
- Cost Unit
- Activity Specify
- Note Required
- Link Project Employee
- Show Custom Fields
- Budget Type
Action
Write
- Employee NumberRequired
- Day of RegistrationsRequired
- Month of RegistrationsRequired
- Year of RegistrationsRequired
- Project code or ID
- State of periodeRequired
Action
Write
- Primary ContactRequired
- Customer Name
- Contact Name
- Keyword
Action
Search
- CRM Sale Code
- Customer of Relation Code
Action
Search
- EmailRequired
Action
Search
- Invoice Number or Invoice IDRequired
- PDF toevoegen
Action
Search
- CRM Sale code
- Customer CodeRequired
- CRM Sale Name
- CRM Sale SchemeRequired
- CRM Sales Scheme PhaseRequired
- CRM Sale source
- Product Group
- Employee number
- First name
- Infix
- Last Name
- Percentage of this sale
- Value of this saleRequired
- CurrencyRequired
- Expected sale dateRequired
- Description
Action
Search or write
- E-mailRequired
- NameRequired
- CodeRequired
- Customer Category
- Keywords
- Description
- KvK
- KvK City
- VAT/BTW
- Invoice Salutation
- Invoice Expiration Days
- IBAN
- Mobile Phone
- Fax
- Website
- Phone
- Billing E-mail
- Ledger Account
- Ledger Account Turnover
- Cost Center
- Cost Unit
- StatusRequired
- Visiting Address
- Visiting Address City
- Visiting Address Country
- Visiting Address Postalcode
- Visiting Address Note
- Billing Address
- Billing Address City
- Billing Address Country
- Billing Address Postcode
- Billing Address Note
- Mailing Address
- Mailing Address City
- Mailing Address Country
- Mailing Address Postalcode
- Mailing Address Note
- Initials
- Fist Name
- Infix
- Last Name
- E-mailaddress
- Phone
- Gender
- Title
- Function
- Department
- Note
- Employee Number
- Show Custom Fields
Action
Search or write
- Message typeRequired
- FromRequired
- ToRequired
- BodyRequired
- Valid until
- Reference
Action
Write
- Request TypeRequired
- Phone NumberRequired
Action
Search

About CM.com

CM is a mobile messaging, voice, authentication and payment platform that enables you to engage with your target audience by mobile communication.

Related categories

Phone & SMS

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.

Related categories

Productivity

PRODUCTS

CAPABILITIES

By team

CM.com + Yoobi

Send text messages in CM.com when new customers are added to Yoobi

Changed Contacts

Primary ContactRequired

New CRM Sale

New Department

New Invoice

Month

Invoice stateRequired

New Relation

Create CRM Task

Customer ID

Customer Code

CRM Task Type

Subject

Task Description

Planned Date

Planned Time

Planned End Date

Planned End Time

Executed Date

Executed Time

Priority

Username

Resourcegroup

Contact First Name

Contact Last Name

Contact Email

Contact Phone

Person ID

Contact Info ID

Notification Moment

Notification User ID

Notification Date Offset

Project ID

CRM Sale ID

Taskreport

Create Employee

First Name

Initials

Middle Name

Last NameRequired

Gender

Date of Birth

Employee NumberRequired

BSN

Employee Abbreviation

Job Name

Start Registration Date

Start Date

End Date

Cost Center

Cost Unit

Allow Overtime

Department

Resource Group

State

Contract Start Date

Contract End Date

Contract FTE

User State

Username

User Email

User Language

Show Custom fields

Create Registration (Timetracking)

Employee NumberRequired

Registration DateRequired

Project NameRequired

Activity NameRequired

Type of RegistrationRequired

Cost Registration

Time RegistrationRequired

Number Registration

Registration Remarks

Update Invoice Payment Status

Invoice Number or Invoice IDRequired