Hibu Assistant Connect + Yardbook

Create email interactions in Hibu Assistant Connect for new customers in Yardbook

Use this efficient workflow to streamline your customer management process. Whenever you have a fresh customer sign up in Yardbook, it will prompt the Hibu Assistant Connect to create an email interaction. This seamless process enhances your customer communication, saving you time and ensuring no new client is left unattended. Stay on top of your customer interaction with this automatic solution.

When this happens...
New Customer
Triggers when a new customer (not prospect) is created.
TriggerPolling
automatically do this!
Create Email Interaction
Add an Email Interaction to a Contact, automatically creating a new Contact if it does not already exist.
ActionWrite

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Supported triggers and actions

Job Completed
Triggers when a job or activity is set to completed.
Trigger
Polling
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New Business Profile Message
Trigger
Polling
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Lead Created
Triggers when a new lead is created.
Trigger
Polling
Try It
New Prospect
Triggers when a new prospect customer is created.
Trigger
Polling
Try It
- address_line1Required
- cityRequired
- stateRequired
- postal_codeRequired
- countryRequired
- emailRequired
- phone
- full_nameRequired
- instructions
- service_frequency
- lawn_size_in_sf
- lead_source
- service_type
- promo_code
Action
Write

- Instructions
- LocationRequired
- Full Name
- First Name
- Last Name
- Email Address
- Phone Number
- Lifecycle Stage
Action
Write
- Instructions
- LocationRequired
- Full Name
- First Name
- Last Name
- Email Address
- Phone Number
- IDRequired
- LabelRequired
- Workflow StageRequired
- Amount in Dollars
- Amount in Cents
- URL
- Description
- Deleted
Action
Write

- Instructions
- LocationRequired
- Full Name
- First Name
- Last Name
- Phone NumberRequired
- TimestampRequired
- Duration in Minutes
- Duration in Seconds
- TypeRequired
Action
Write

Estimate Approved
Triggers when an estimate has been approved.
Trigger
Polling
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New Customer
Triggers when a new customer (not prospect) is created.
Trigger
Polling
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New Survey Received
Trigger
Polling
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New Todo Item
Triggers when a new todo item is created.
Trigger
Polling
Try It
- Instructions
- LocationRequired
- Full Name
- First Name
- Last Name
- Email Address
- Phone Number
- TimestampRequired
Action
Write
- Instructions
- LocationRequired
- Full Name
- First Name
- Last Name
- Email AddressRequired
- TimestampRequired
- Subject
- TypeRequired
Action
Write
- Instructions
- LocationRequired
- Full Name
- First Name
- Last Name
- Email Address
- Phone Number
- IDRequired
- LabelRequired
- Start TimestampRequired
- End TimestampRequired
- Workflow StageRequired
- Amount in Dollars
- Amount in Cents
- URL
- Description
- Deleted
Action
Write
- Instructions
- LocationRequired
- Full Name
- First Name
- Last Name
- Email Address
- Phone Number
- Amount in Dollars
- Amount in Cents
- TimestampRequired
Action
Write