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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 "Message My AI Copilot Trigger" from Personal AI.

Add your action

An action happens after the trigger—such as "Create Lead" in Yardbook.

You’re connected!

Zapier seamlessly connects Personal AI and Yardbook, automating your workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

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

Make work flow with AI

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

Learn about AI automation

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Connect Personal AI and Yardbook 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.

Integration categories

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.

An illustration representing how to automate lead management with Zapier.

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.

An illustration representing how to measure campaign impact with Zapier.

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.

An illustration representing how to automate customer support with Zapier.

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.

An illustration representing how to move and manage data with Zapier.

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.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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

- Source Name
  Required
- Domain Name
  Required
Trigger
Instant
Try It
- Text
  Required
- Message Command
  Required
- Message Context
- Message Sender
- Conversation Id
- Domain Name
  Required
- Source Name
  Required
- Add to Message
Action
Write
- Text
  Required
- Message Context
- Message Sender
- Conversation Id
- Domain Name
  Required
- Source Name
  Required
- Add to Memory
- Metadata for Message
Action
Write
- Text
  Required
- Start Time
- End Time
- Source
- Domain Name
  Required
- Title
- HashTags
Action
Write
Job Completed
Triggers when a job or activity is set to completed.
Trigger
Polling
Try It
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
- 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

- Text
  Required
- Created Time
- Raw Feed Text
- HashTags
- Source Name
  Required
- Domain Name
  Required
- Events
Action
Write
- Text
  Required
- Message Context
- Message Sender
- Conversation Id
- Domain Name
  Required
- Source Name
  Required
- Add to Memory
- Events
- Metadata for Message
Action
Write
- Text
  Required
- Message Context
- Message Command
  Required
- Message Sender
- Conversation Id
- Domain Name
  Required
- Source Name
  Required
- Add to Message
Action
Write
- Url
  Required
- Start Time
- End Time
- Source
- Domain Name
  Required
- Title
- HashTags
Action
Write
Estimate Approved
Triggers when an estimate has been approved.
Trigger
Polling
Try It
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
Try It

Learn how to automate Personal AI on the Zapier blog

About Personal AI

Personal AI, your digital mind for enhanced living. Unlock AI's power as it recalls memories and engages in meaningful conversations.

Learn moreLearn moreHelpHelp

Related categories

About Yardbook

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

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