Yoobi Integrations

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Quickly automate Yoobi integrations with Zapier's templates

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

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

Stripe + Yoobi

Add new or updated contacts in Google Contacts to Yoobi

Google Contacts

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

Yoobi + CM.com

Add newly hired Recruitee candidates as Yoobi employees

Recruitee + Yoobi

Add new Microsoft Dynamics 365 CRM contacts as Yoobi customers

Premium

Microsoft Dynamics 365 CRM + Yoobi

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

Teamleader Focus + Yoobi

Supported triggers and actions

What does this mean?

- Changed Since dateRequired
- Primary ContactRequired
Trigger
Scheduled
Try It
New CRM Sale
Triggers when a new CRM sale record is created
Trigger
Scheduled
Try It
New Department
Triggers when a new department is created.
Trigger
Scheduled
Try It
- Month
- Invoice stateRequired
Trigger
Scheduled
Try It
New Relation
Triggers when a New Relationship Record is created in Yoobi through selection atm. this is not good
Trigger
Scheduled
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
- First Name
- Initials
- Middle Name
- Last NameRequired
- Gender
- Date of Birth
- Employee NumberRequired
- 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

- Employee NumberRequired
- Registration DateRequired
- Project NameRequired
- Activity NameRequired
- Type of RegistrationRequired
- Cost Registration
- Time RegistrationRequired
- Number Registration
- Registration Remarks
Action
Write
- Invoice Number or Invoice IDRequired
- AmountRequired
- Fully PaidRequired
- Currency
Action
Write
- Type
- Email or PhoneRequired
Action
Search
- Customer Name or IDRequired
- Level of detail
Action
Search
- Employee number or Employee IDRequired
Action
Search
- Project Code or Project IDRequired
Action
Search
- CodeRequired
- Level of detail
- NameRequired
- 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
- StatusRequired
- 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 IDRequired
- 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
Action
Search or write

- Primary ContactRequired
Trigger
Scheduled
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- Status
Trigger
Scheduled
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- Status
Trigger
Scheduled
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- Include Activities
- Include Budget
- Include Description
- Status
Trigger
Scheduled
Try It
- Customer CodeRequired
- CRM Sale code
- CRM Sale Name
- CRM Sale SchemeRequired
- CRM Sales Scheme PhaseRequired
- CRM Sale source
- Product Group
- Employee number
- First name
- Infix
- Last Name
- Percentage of this sale
- Value of this saleRequired
- CurrencyRequired
- Expected sale dateRequired
- Description
Action
Write
- NameRequired
- CodeRequired
- 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
- StatusRequired
- 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
- 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
Action
Write
- Employee NumberRequired
- Day of RegistrationsRequired
- Month of RegistrationsRequired
- Year of RegistrationsRequired
- Project code or ID
- State of periodeRequired
Action
Write
- Primary ContactRequired
- Customer Name
- Contact Name
- Keyword
Action
Search
- CRM Sale Code
- Customer of Relation Code
Action
Search
- EmailRequired
Action
Search
- Invoice Number or Invoice IDRequired
- PDF toevoegen
Action
Search
- CRM Sale code
- Customer CodeRequired
- CRM Sale Name
- CRM Sale SchemeRequired
- CRM Sales Scheme PhaseRequired
- CRM Sale source
- Product Group
- Employee number
- First name
- Infix
- Last Name
- Percentage of this sale
- Value of this saleRequired
- CurrencyRequired
- Expected sale dateRequired
- Description
Action
Search or write
- E-mailRequired
- NameRequired
- CodeRequired
- 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
- StatusRequired
- 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

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.

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