RepCard + Yardbook

Create new RepCard contacts from new Yardbook customers

Automate your customer management process between Yardbook and RepCard. When a new customer is added in Yardbook, this workflow instantly transfers their details, creating a new contact in the RepCard app. It's a seamless way to ensure your contact list stays up-to-date, saving you the time and effort of manual data entry. Keep your focus on fostering customer relationships, let this workflow handle the rest.

When this happens...
New Customer
Triggers when a new customer (not prospect) is created.
TriggerScheduled
automatically do this!
Create Contact
This will create a contact in RepCard.
ActionWrite

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Supported triggers and actions

What does this mean?

Job Completed
Triggers when a job or activity is set to completed.
Trigger
Scheduled
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New Business Profile Message
Trigger
Scheduled
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Lead Created
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Prospect
Triggers when a new prospect customer is created.
Trigger
Scheduled
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

Appointment Set
Triggers when a new Appointment is created for any contact.
Trigger
Instant
Try It
- Trigger when any user registered to the Event belowRequired
Trigger
Instant
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New User
Triggers when a new user is created.
Trigger
Instant
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- Appointment Title
- First NameRequired
- Last Name
- Email
- Phone Country Code
- Phone Number
- Address
- State
- City
- Zip Code
- Meeting Location
- Meeting Link
- Notes
- CalendarRequired
- SetterRequired
- Closer
- Appointment Start TimeRequired
- Appointment End TimeRequired
Action
Write
- EventRequired
- Ticket TypeRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- Country CodeRequired
- Phone NumberRequired
- Job TitleRequired
- Company NameRequired
Action
Write
- Send To Existing ContactRequired
- Send Via SMSRequired
- Send Via EmailRequired
- Who's RepCard do you want to send?Required
- Type
- First Name
- Last Name
- Country Code
- Phone Number
- Email
- Initial MessageRequired
- Choose Contact
- Include Social Media LinksRequired
- Choose text campaign
Action
Write

Estimate Approved
Triggers when an estimate has been approved.
Trigger
Scheduled
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New Customer
Triggers when a new customer (not prospect) is created.
Trigger
Scheduled
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New Survey Received
Trigger
Scheduled
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New Todo Item
Triggers when a new todo item is created.
Trigger
Scheduled
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- Trigger when any appointment is changed to the status(s) below:Required
Trigger
Instant
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New Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
Trigger
Instant
Try It
- Trigger when any contact is changed to the status(s) below:
Trigger
Instant
Try It
- EventRequired
- First Name
- Last Name
- Ticket NumberRequired
- Email
- Phone Number
- Company Name
- Ticket TypeRequired
Action
Write
- First Name
- Last Name
- Type
- Contact Owner
- Email
- Country Code
- Phone Number
- Status
- Company Name
- Title
- Address
- State
- City
- Zip
- Latitude
- Longitude
- Notes
Action
Write
- First NameRequired
- Last Name
- User EmailRequired
- Country CodeRequired
- Phone NumberRequired
- RoleRequired
- Job TitleRequired
- OfficeRequired
- Team
Action
Write
- ContactRequired
- First Name
- Last Name
- Type
- Email
- Country Code
- Phone Number
- Company Name
- title
- Status
- Notes
- Address
- State
- City
- Zip
Action
Write

About RepCard

RepCard is a sales tool used to facilitate automated follow up with leads that will drive reviews and referrals back to the sales person.

Learn more

Related categories

Sales & CRM

About Yardbook

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

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

RepCard + Yardbook

Create new RepCard contacts from new Yardbook customers

Job Completed

New Business Profile Message

Lead Created

New Prospect

Create Lead

cityRequired

stateRequired

postal_codeRequired

countryRequired

emailRequired

phone

full_nameRequired

instructions

service_frequency

lawn_size_in_sf

lead_source

service_type

promo_code

Appointment Set

New Registration

Trigger when any user registered to the Event belowRequired

New User

New Appointment

Appointment Title

First NameRequired

Last Name

Email

Phone Country Code

Phone Number

Address

State

City

Zip Code

Meeting Location

Meeting Link

Notes

CalendarRequired

SetterRequired

Closer

Appointment Start TimeRequired

Appointment End TimeRequired

Create Registration

EventRequired

Ticket TypeRequired

First NameRequired

Last NameRequired

EmailRequired

Country CodeRequired

Phone NumberRequired

Job TitleRequired

Company NameRequired

Send Repcard to a Contact

Send To Existing ContactRequired

Send Via SMSRequired

Send Via EmailRequired

Who's RepCard do you want to send?Required

Type

First Name

Last Name

Country Code

Phone Number

Email

Initial MessageRequired

Choose Contact

Include Social Media LinksRequired

Choose text campaign

Estimate Approved

New Customer

New Survey Received

New Todo Item

Appointment Outcome

Trigger when any appointment is changed to the status(s) below:Required

New Contact

Status Changed

Trigger when any contact is changed to the status(s) below: