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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New CSV File Generated via Import" from EasyCSV.

Add your action

An action happens after the trigger—such as "Associate Contact" in Yobi.

You’re connected!

Zapier seamlessly connects EasyCSV and Yobi, automating your workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your EasyCSV to Yobi integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Connect EasyCSV and Yobi to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

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Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

New CSV File Generated via Import
Triggers when a new CSV File is generated after new data has been imported.
Trigger
Instant
Try It
- CSV File: Header and Data Rows (Separate values for each row with commas - click here or read below for setup help)
  Required
- CSV Filename (optional)
Action
Write
- yobi_phone_number
  Required
Trigger
Polling
Try It
- phone
  Required
Trigger
Polling
Try It
Retrieve Created Pipeline
Retrieve all the created pipeline on yobi
Trigger
Polling
Try It
Retrieve Updated Pipeline
Retrieve all the updated pipelines on yobi
Trigger
Polling
Try It
Yobi New Contact Created
Triggers when a new contact is created on Yobi.
Trigger
Polling
Try It
- relationship type
  Required
- Company ID
  Required
- Contact ID
  Required
Action
Write
- Company Name
  Required
- Company Phone
  Required
- Company Email
- Company Type
- Company Website
- Company Address
- Address City
- Address State
- Address Postal Code
- Address Country
  Required
- Social Facebook
- Social Twitter
- Social instagram
- Social Linkedin
Action
Write
- Name
  Required
- Description
- Amount
- Close Date
- Priority
  Required
- Pipeline ID
- Stage ID
Action
Write
- Contact ID
  Required
- Channel ID
- Inbox Id
- Note content
  Required
Action
Write
- Pipeline Identifier
  Required
Action
Write
- to number
  Required
- sms body
  Required
- your Yobi number
  Required
Action
Write
- Name
- Description
  Required
- Name
- Description
- Order
- Stage ID
- Pipeline ID
Action
Write

New Spreadsheet Row Import
Triggered for every row/record in a spreadsheet being imported.
Trigger
Instant
Try It
- CSV File
  Required
- File Includes Headers?
  Required
Action
Write
- yobi_phone_number
  Required
Trigger
Polling
Try It
Retrieve Created Deal
Retrieve all the created deals on yobi
Trigger
Polling
Try It
Retrieve Updated Deal
Retrieve all the updated deals on yobi
Trigger
Polling
Try It
Retrieve Updated Task
Retrieve all the updated tasks on yobi
Trigger
Polling
Try It
- type of task
  Required
- status
  Required
Trigger
Polling
Try It
- your Yobi number
  Required
- identifier
  Required
Action
Write
- First Name
  Required
- Last Name
- Email
- Phone
Action
Write
- Task Title
  Required
- Description
  Required
- Assigned to
  Required
- Contact ID
  Required
- Channel ID
Action
Write
Retrieve Pipelines
Retrieve all the crm pipelines created
Action
Write
- Page Start
- Page Size
- phone
  Required
- Email
- First Name
  Required
- Last Name
Action
Write
- Name
  Required
- Description
- Amount
- Close Date
- Priority
  Required
- Deal ID
  Required
- Contact ID
  Required
- Company ID
  Required
- Pipeline ID
- Stage ID
Action
Write

About EasyCSV

EasyCSV enables your users or team members to import CSV files and Google Sheets into your app or any public api.

Learn moreLearn moreHelpHelp

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About Yobi

With Yobi you can make calls, send SMS messages and respond to Social Media messages in one app.

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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