OpenPhone + Yardbook

Manage completed Yardbook jobs by creating or updating contacts in OpenPhone

Enhance your customer communication with this streamlined workflow connecting Yardbook and OpenPhone. When a job is finished in Yardbook, a contact is instantly created or updated in OpenPhone. Perfect for businesses looking to improve efficiency and keep customer contact information up-to-date. This automation saves time and reduces the risk of manual data entry errors.

When this happens...
Job Completed
Triggers when a job or activity is set to completed.
TriggerPolling
automatically do this!
Create or Update Contact
Creates a contact or updates an existing contact.
ActionWrite

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Supported triggers and actions

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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- 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

- Select Phone NumbersRequired
Trigger
Instant
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- Phone NumbersRequired
Trigger
Instant
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- ID
- First Name
- Last Name
- Company
- Job Title
- Phone Numbers
- Email Addresses
- Share With
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
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New Todo Item
Triggers when a new todo item is created.
Trigger
Polling
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- Select Phone NumbersRequired
Trigger
Instant
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- Phone NumbersRequired
Trigger
Instant
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- Select Phone NumbersRequired
Trigger
Instant
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- FromRequired
- ToRequired
- MessageRequired
- Mark conversation as done
Action
Write