NiceJob + Yardbook

NiceJob + Yardbook integrations

Create or update persons in NiceJob for every new customer in Yardbook

This workflow streamlines your customer management by updating your NiceJob app whenever a new customer is added in your Yardbook. Instead of manually transferring customer details from Yardbook to NiceJob, this workflow ensures that the 'New Customer' event in Yardbook leads to an immediate 'Create or Update Person' action in NiceJob. Save time, eliminate manual data entry, and ensure your customer information is always up-to-date in both apps.

When this happens...
New CustomerTriggers when a new customer (not prospect) is created.
TriggerPolling
automatically do this!
Create or Update PersonCreates a new Person or updates an exisitng person with the given email.
ActionWrite

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More things you can do with Yardbook and NiceJob

Discover other triggers and actions you can use with Yardbook and NiceJob

Job Completed
Triggers when a job or activity is set to completed.
Trigger
Polling
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New Business Profile Message
Trigger
Polling
Try It
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
- Lookup customer by email
- Lookup customer by phone number
- Lookup customer by first and last name
- Lookup customer by first and last name
- Event type
  Required
- Name of the system sending the event
  Required
- Short description shown in Yardbook
  Required
- Raw payload
  Required
- Event Occurred At
  Required
- Confidence Score
- Idempotency Key
- Source System Id
Action
Write

Person Created or Updated
Triggers when a new person is created or an existing person is updated.
Trigger
Instant
Try It
- Person ID
  Required
- Employee IDs
- Name
- Amount
- Scheduled At
- Complete
- Completed At
- Tags
Action
Write

- Email
  Required
- First Name
- Last Name
- Phone Number
- Position
Action
Write
- Email
  Required
- First Name
- Last Name
- Phone Number
- Address
- City
- Country
- State
- Unit
- Zip Code
- Company
- Position
Action
Write
- Booking ID
  Required
- Invoice ID
- Person ID
  Required
- Employee IDs
- Name
- Amount
- Scheduled At
- Complete
- Completed At
- Tags
Action
Write
- Email
  Required
Action
Search

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
Try It
New Survey Received
Trigger
Polling
Try It
New Todo Item
Triggers when a new todo item is created.
Trigger
Polling
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- address_line1
  Required
- city
  Required
- state
  Required
- postal_code
  Required
- country
  Required
- email
  Required
- phone
- full_name
  Required
- instructions
- service_frequency
- lawn_size_in_sf
- lead_source
- service_type
- promo_code
Action
Write
Review Created or Updated
Triggers when a new review is created or an existing review is updated.
Trigger
Instant
Try It
- Person ID
  Required
- Employee IDs
- Name
- Description
- Status
- Completed At
- Tags
Action
Write
- Person IDs
  Required
- Subtotal
- Discount
- Tax
- Total
  Required
- Balance
  Required
- Paid
- Status
- Tags
Action
Write
- Person IDs
  Required
- Invoice IDs
- Amount
  Required
- Description
- Status
- Tags
Action
Write
- Campaign ID
- Email
  Required
- Phone Number
- First Name
- Last Name
- Company
- Position
Action
Write

About NiceJob

NiceJob is a platform that helps you get more customer reviews and build a great reputation online.

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About Yardbook

Yardbook is a comprehensive, end-to-end business management software solution designed for the landscaping industry.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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