Yoobi Integrations

Name: Zapier
Availability: InStock

Put Yoobi to work with AI and enterprise-grade automation

Automate smarter with Yoobi and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Continue with Google

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9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Salesforce

CRM (Customer Relationship Management)

MailerLite

Marketing Automation

Jira Software Cloud

Project Management

Leadinfo

Marketing

Microsoft Entra ID

Microsoft, Security & Identity Tools

Exact Online

Accounting

Google Sheets

Google, Spreadsheets

Mailparser

Mollie

Payment Processing

Salesforce

CRM (Customer Relationship Management)

MailerLite

Marketing Automation

Jira Software Cloud

Project Management

Leadinfo

Marketing

Microsoft Entra ID

Microsoft, Security & Identity Tools

Exact Online

Accounting

Salesforce

CRM (Customer Relationship Management)

MailerLite

Marketing Automation

Jira Software Cloud

Project Management

Leadinfo

Marketing

Microsoft Entra ID

Microsoft, Security & Identity Tools

Exact Online

Accounting

Google Sheets

Google, Spreadsheets

Mailparser

Mollie

Payment Processing

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Find invoices and update payment statuses in Yoobi for new Stripe payments
Details
Try it
Stripe + Yoobi
Add new or updated contacts in Google Contacts to Yoobi
Details
Try it
Google Contacts + Yoobi
Send text messages in CM.com when new customers are added to Yoobi
Details
Try it
Yoobi + CM.com
Add newly hired Recruitee candidates as Yoobi employees
Details
Try it
Recruitee + Yoobi
Add new Microsoft Dynamics 365 CRM contacts as Yoobi customers
Premium
Details
Try it
Microsoft Dynamics 365 CRM + Yoobi
Update invoice payment statuses in Yoobi for newly paid Teamleader Focus invoices
Details
Try it
Teamleader Focus + Yoobi

Find invoices and update payment statuses in Yoobi for new Stripe payments

Details

Try it

Stripe + Yoobi

Add new or updated contacts in Google Contacts to Yoobi

Details

Try it

Google Contacts + Yoobi

Send text messages in CM.com when new customers are added to Yoobi

Details

Try it

Yoobi + CM.com

Add newly hired Recruitee candidates as Yoobi employees

Details

Try it

Recruitee + Yoobi

Add new Microsoft Dynamics 365 CRM contacts as Yoobi customers

Details

Try it

Microsoft Dynamics 365 CRM + Yoobi

Update invoice payment statuses in Yoobi for newly paid Teamleader Focus invoices

Details

Try it

Teamleader Focus + Yoobi

Create customers in Yoobi from new customer records in Salesforce

Details

Try it

Salesforce + Yoobi

Add new Yoobi projects to Asana

Details

Try it

Yoobi + Asana

Add customers in Yoobi to Google Ads customer lists

Details

Try it

Yoobi + Google Ads

Add new CATS companies as Yoobi customers

Details

Try it

CATS + Yoobi

Add new Yoobi contacts to Spotler Mail+ and start automations

Details

Try it

Yoobi + Spotler Mail+

Create folders in Microsoft Sharepoint for new relations in Yoobi CRM

Details

Try it

Yoobi + Microsoft SharePoint

Create customers in Yoobi from new customer records in Salesforce
Premium
Details
Try it
Salesforce + Yoobi
Add new Yoobi projects to Asana
Details
Try it
Yoobi + Asana
Add customers in Yoobi to Google Ads customer lists
Details
Try it
Yoobi + Google Ads
Add new CATS companies as Yoobi customers
Details
Try it
CATS + Yoobi
Add new Yoobi contacts to Spotler Mail+ and start automations
Details
Try it
Yoobi + Spotler Mail+
Create folders in Microsoft Sharepoint for new relations in Yoobi CRM
Premium
Details
Try it
Yoobi + Microsoft SharePoint

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.

- Changed Since date
  Required
- Primary Contact
  Required
Trigger
Polling
Try It
- Changed since date
  Required
Trigger
Polling
Try It
New CRM Sale
Triggers when a new CRM sale record is created
Trigger
Polling
Try It
New Department
Triggers when a new department is created.
Trigger
Polling
Try It
- Month
- Invoice state
  Required
Trigger
Polling
Try It

New Relation
Triggers when a New Relationship Record is created in Yoobi through selection atm. this is not good
Trigger
Polling
Try It
- Customer ID
- Customer Code
- CRM Task Type
- Subject
- Task Description
- Planned Date
- Planned Time
- Planned End Date
- Planned End Time
- Executed Date
- Executed Time
- Priority
- Username
- Resourcegroup
- Contact First Name
- Contact Last Name
- Contact Email
- Contact Phone
- Person ID
- Contact Info ID
- Notification Moment
- Notification User ID
- Notification Date Offset
- Project ID
- CRM Sale ID
- Taskreport
Action
Write

- Dossierfile Object
  Required
- Objectid of the object
  Required
- Name of the dossierfile
  Required
- Type of file
  Required
- File
  Required
Action
Write
- Name
- Code
- State
- Start Date
- End Date
- Label
- Classification
- Customer Code
- Department Name
- Ledger Account
- Cost Center
- Cost Unit
- Currency
- Main Project Code
- External Approval Email
- External Approval Report Comment
- External Approval Weekly
- External Approval Reminder Days
- External Approval Language Code
- First Name
- Last Name
- Infix
- Project Role Name
- Employee Number
- Name
- Start Date
- Description
- End Date
- State
- Exclude Approval
- Type
- Is Billable
- Ledger Account
- Cost Center
- Cost Unit
- Activity Specify
- Note Required
- Link Project Employee
- Show Custom Fields
- Budget Type
- auto Selfbilling
- Allow Overtime
- Contract Hours
Action
Write
- Employee Number
  Required
- Registration Date
  Required
- Project Name
  Required
- Activity Name
  Required
- Type of Registration
  Required
- Cost Registration
- Time Registration
  Required
- Number Registration
- Registration Remarks
- openPeriodOnly
  Required
Action
Write
- Start Date period for invoicing
  Required
- End Date period for invoicing
  Required
- Department name or code
- Ordertype
- Ordernumber
- Projectcode
Action
Write
- Invoice Date
  Required
- Department name or code
- Order number
- ProjectCode
Action
Write
- Project ID
  Required
- Project Code
  Required
- Project Name
  Required
- State
- End Date
Action
Write
- Type
- Email or Phone
  Required
Action
Search
- Customer Name or ID
  Required
- Level of detail
Action
Search
- VAT Number
Action
Search
- Employee number or Employee ID
  Required
Action
Search
- Order number
  Required
Action
Search
- Version
  Required
Action
Search
- Code
  Required
- Level of detail
- Name
  Required
- Customer Category
- Keywords
- Description
- KvK
- KvK City
- VAT/BTW
- Invoice Salutation
- Invoice Expiration Days
- IBAN
- Mobile Phone
- Fax
- Website
- Phone
- E-mail
- Billing E-mail
- Ledger Account
- Ledger Account Turnover
- Cost Center
- Cost Unit
- Status
  Required
- Visiting Address
- Visiting Address City
- Visiting Address Country
- Visiting Address Postalcode
- Visiting Address Note
- Billing Address
- Billing Address City
- Billing Address Country
- Billing Address Postcode
- Billing Address Note
- Mailing Address
- Mailing Address City
- Mailing Address Country
- Mailing Address Postalcode
- Mailing Address Note
- Initials
- Fist Name
- Infix
- Last Name
- E-mailaddress
- Phone
- Gender
- Title
- Function
- Department
- Note
- Employee Number
- Show Custom Fields
Action
Search or write
- VAT Number
- Name
  Required
- Code
  Required
- Customer Category
- Keywords
- Description
- KvK
- KvK City
- VAT/BTW
- Invoice Salutation
- Invoice Expiration Days
- IBAN
- Mobile Phone
- Fax
- Website
- Phone
- E-mail
- Billing E-mail
- Ledger Account
- Ledger Account Turnover
- Cost Center
- Cost Unit
- Status
  Required
- Visiting Address
- Visiting Address City
- Visiting Address Country
- Visiting Address Postalcode
- Visiting Address Note
- Billing Address
- Billing Address City
- Billing Address Country
- Billing Address Postcode
- Billing Address Note
- Mailing Address
- Mailing Address City
- Mailing Address Country
- Mailing Address Postalcode
- Mailing Address Note
- Initials
- Fist Name
- Infix
- Last Name
- E-mailaddress
- Phone
- Gender
- Title
- Function
- Department
- Note
- Employee Number
- Show Custom Fields
Action
Search or write
- Project Code or Project ID
  Required
- Name
- Code
- State
- Start Date
- End Date
- Label
- Classification
- Customer Code
- Department Name
- Ledger Account
- Cost Center
- Cost Unit
- Currency
- Main Project Code
- External Approval Email
- External Approval Report Comment
- External Approval Weekly
- External Approval Reminder Days
- External Approval Language Code
- First Name
- Last Name
- Infix
- Project Role Name
- Employee Number
- Name
- Start Date
- Description
- End Date
- State
- Exclude Approval
- Type
- Is Billable
- Ledger Account
- Cost Center
- Cost Unit
- Activity Specify
- Note Required
- Link Project Employee
- Show Custom Fields
- Budget Type
- auto Selfbilling
- Allow Overtime
- Contract Hours
Action
Search or write

- Changed since date
  Required
Trigger
Polling
Try It
- Primary Contact
  Required
Trigger
Polling
Try It
- Status
Trigger
Polling
Try It
- Status
Trigger
Polling
Try It
- Include Activities
- Include Budget
- Include Description
- Status
Trigger
Polling
Try It
- Customer Code
  Required
- CRM Sale code
- CRM Sale Name
- CRM Sale Scheme
  Required
- CRM Sales Scheme Phase
  Required
- CRM Sale source
- Product Group
- Employee number
- First name
- Infix
- Last Name
- Percentage of this sale
- Value of this sale
  Required
- Currency
  Required
- Expected sale date
  Required
- Description
Action
Write
- Name
  Required
- Code
  Required
- Customer Category
- Keywords
- Description
- KvK
- KvK City
- VAT/BTW
- Invoice Salutation
- Invoice Expiration Days
- IBAN
- Mobile Phone
- Fax
- Website
- Phone
- E-mail
- Billing E-mail
- Ledger Account
- Ledger Account Turnover
- Cost Center
- Cost Unit
- Status
  Required
- Visiting Address
- Visiting Address City
- Visiting Address Country
- Visiting Address Postalcode
- Visiting Address Note
- Billing Address
- Billing Address City
- Billing Address Country
- Billing Address Postcode
- Billing Address Note
- Mailing Address
- Mailing Address City
- Mailing Address Country
- Mailing Address Postalcode
- Mailing Address Note
- Initials
- Fist Name
- Infix
- Last Name
- E-mailaddress
- Phone
- Gender
- Title
- Function
- Department
- Note
- Employee Number
- Show Custom Fields
Action
Write
- First Name
- Initials
- Middle Name
- Last Name
  Required
- Gender
- Date of Birth
- Employee Number
  Required
- BSN
- Employee Abbreviation
- Job Name
- Start Registration Date
- Start Date
- End Date
- Cost Center
- Cost Unit
- Allow Overtime
- Department
- Resource Group
- State
- Contract Start Date
- Contract End Date
- Contract FTE
- User State
- Username
- User Email
- User Language
- Show Custom fields
Action
Write
- Project Code
- Start date
- End Date
- Type
- Project Rate Name
- Project Rate Subname
- Rate
- Cost
- Vat label
- Soort uur
Action
Write
- Employee Number
  Required
- Day of Registrations
  Required
- Month of Registrations
  Required
- Year of Registrations
  Required
- Project code or ID
- State of periode
  Required
Action
Write
- Version
  Required
Action
Write
- Invoice Number or Invoice ID
  Required
- Amount
  Required
- Fully Paid
  Required
- Currency
Action
Write
- Primary Contact
  Required
- Customer Name
- Contact Name
- Keyword
Action
Search
- CRM Sale Code
- Customer of Relation Code
Action
Search
- CoC Number
Action
Search
- Email
  Required
Action
Search
- Invoice Number or Invoice ID
  Required
- PDF toevoegen
Action
Search
- Project Code or Project ID
  Required
Action
Search
- CRM Sale code
- Customer Code
  Required
- CRM Sale Name
- CRM Sale Scheme
  Required
- CRM Sales Scheme Phase
  Required
- CRM Sale source
- Product Group
- Employee number
- First name
- Infix
- Last Name
- Percentage of this sale
- Value of this sale
  Required
- Currency
  Required
- Expected sale date
  Required
- Description
Action
Search or write
- CoC Number
- Name
  Required
- Code
  Required
- Customer Category
- Keywords
- Description
- KvK
- KvK City
- VAT/BTW
- Invoice Salutation
- Invoice Expiration Days
- IBAN
- Mobile Phone
- Fax
- Website
- Phone
- E-mail
- Billing E-mail
- Ledger Account
- Ledger Account Turnover
- Cost Center
- Cost Unit
- Status
  Required
- Visiting Address
- Visiting Address City
- Visiting Address Country
- Visiting Address Postalcode
- Visiting Address Note
- Billing Address
- Billing Address City
- Billing Address Country
- Billing Address Postcode
- Billing Address Note
- Mailing Address
- Mailing Address City
- Mailing Address Country
- Mailing Address Postalcode
- Mailing Address Note
- Initials
- Fist Name
- Infix
- Last Name
- E-mailaddress
- Phone
- Gender
- Title
- Function
- Department
- Note
- Employee Number
- Show Custom Fields
Action
Search or write
- E-mail
  Required
- Name
  Required
- Code
  Required
- Customer Category
- Keywords
- Description
- KvK
- KvK City
- VAT/BTW
- Invoice Salutation
- Invoice Expiration Days
- IBAN
- Mobile Phone
- Fax
- Website
- Phone
- Billing E-mail
- Ledger Account
- Ledger Account Turnover
- Cost Center
- Cost Unit
- Status
  Required
- Visiting Address
- Visiting Address City
- Visiting Address Country
- Visiting Address Postalcode
- Visiting Address Note
- Billing Address
- Billing Address City
- Billing Address Country
- Billing Address Postcode
- Billing Address Note
- Mailing Address
- Mailing Address City
- Mailing Address Country
- Mailing Address Postalcode
- Mailing Address Note
- Initials
- Fist Name
- Infix
- Last Name
- E-mailaddress
- Phone
- Gender
- Title
- Function
- Department
- Note
- Employee Number
- Show Custom Fields
Action
Search or write

For builders

Let your AI safely access Yoobi

Go beyond Zap workflows. Install Zapier in your AI to call Yoobi actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in Yoobi from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

Create CRM Sale
Create CRM Task

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Yoobi actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Yoobi connection @ https://zapier.com/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "yoobi-software", owner: "me" });

await zapier.runAction({
  app: 'yoobi-software',
  action: 'create_crm_sale',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

Yoobi Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Yoobi

Yoobi is Cloud software for CRM, project management, time tracking, leave, expenses, planning and invoicing in one tool. Yoobi is used by companies of all sizes.

HelpHelp

Related categories

Productivity

Yoobi Integrations

Put Yoobi to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Find invoices and update payment statuses in Yoobi for new Stripe payments

Add new or updated contacts in Google Contacts to Yoobi

Send text messages in CM.com when new customers are added to Yoobi

Add newly hired Recruitee candidates as Yoobi employees

Add new Microsoft Dynamics 365 CRM contacts as Yoobi customers

Update invoice payment statuses in Yoobi for newly paid Teamleader Focus invoices

Find invoices and update payment statuses in Yoobi for new Stripe payments

Add new or updated contacts in Google Contacts to Yoobi

Send text messages in CM.com when new customers are added to Yoobi

Add newly hired Recruitee candidates as Yoobi employees

Add new Microsoft Dynamics 365 CRM contacts as Yoobi customers

Update invoice payment statuses in Yoobi for newly paid Teamleader Focus invoices

Create customers in Yoobi from new customer records in Salesforce

Add new Yoobi projects to Asana

Add customers in Yoobi to Google Ads customer lists

Add new CATS companies as Yoobi customers

Add new Yoobi contacts to Spotler Mail+ and start automations

Create folders in Microsoft Sharepoint for new relations in Yoobi CRM

Create customers in Yoobi from new customer records in Salesforce

Add new Yoobi projects to Asana

Add customers in Yoobi to Google Ads customer lists

Add new CATS companies as Yoobi customers

Add new Yoobi contacts to Spotler Mail+ and start automations

Create folders in Microsoft Sharepoint for new relations in Yoobi CRM

Let your AI safely access Yoobi

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Yoobi Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Yoobi Integrations

Popular Yoobi Integrations

Connect Your App Accounts to Zapier