SendJim + Yardbook

SendJim + Yardbook integrations

Create new SendJim contacts from new Yardbook customers

When a new customer joins you through Yardbook, streamline your workflow by instantly creating a contact in SendJim. This seamless integration puts all your new customer information in one place, ensuring efficient communication and minimizing manual data entry. Enhance your customer experience with this efficient automation.

When this happens...
New CustomerTriggers when a new customer (not prospect) is created.
TriggerPolling
automatically do this!
Create ContactCreate a contact in SendJim
ActionWrite

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More things you can do with Yardbook and SendJim

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

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
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New Prospect
Triggers when a new prospect customer is created.
Trigger
Polling
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- 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

- Timing
  Required
- Templates
Trigger
Instant
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- First Name
- Last Name
- Address Line 1
  Required
- Address Line 2
- City
  Required
- State
  Required
- Postal Code
  Required
- Phone Number
- Email
- Number of neighbors to mail
  Required
- Same street only
  Required
- Template
  Required
- Tags
- Trigger Frequency
  Required
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
Try It
New Todo Item
Triggers when a new todo item 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
- First Name
- Last Name
- Address Line 1
  Required
- Address Line 2
- City
  Required
- State
  Required
- Postal Code
  Required
- Phone Number
- Email
- Tags
Action
Write
- First Name
- Last Name
- Address Line 1
  Required
- Address Line 2
- City
  Required
- State
  Required
- Postal Code
  Required
- Phone Number
- Email
- Template
  Required
- Tags
- Trigger Frequency
  Required
Action
Write

About SendJim

SendJim is a way to quickly send custom gifts, postcards, and more to your customers.

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Related categories

Marketing

About Yardbook

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

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Related categories

CRM (Customer Relationship Management)

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