Yobi Integrations

Name: Zapier
Availability: InStock

Put Yobi to work with AI and enterprise-grade automation

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

Start free with email

Continue with Google

Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Jotform

Forms & Surveys

Google Sheets

Google, Spreadsheets

HubSpot

Marketing Automation

ClickUp

Project Management

ActiveCampaign

Marketing Automation

Google Calendar

Calendar, Google

Notion

Task Management

Square

eCommerce, Payment Processing

Gmail

Email, Google

Jotform

Forms & Surveys

Google Sheets

Google, Spreadsheets

HubSpot

Marketing Automation

ClickUp

Project Management

ActiveCampaign

Marketing Automation

Google Calendar

Calendar, Google

Jotform

Forms & Surveys

Google Sheets

Google, Spreadsheets

HubSpot

Marketing Automation

ClickUp

Project Management

ActiveCampaign

Marketing Automation

Google Calendar

Calendar, Google

Notion

Task Management

Square

eCommerce, Payment Processing

Gmail

Email, Google

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

Create HubSpot tickets for new Yobi tasks
Details
Try it
Yobi + HubSpot
Send channel messages in Slack for new missed calls in Yobi
Details
Try it
Yobi + Slack
Create Google Sheets rows for new call recordings in Yobi
Details
Try it
Yobi + Google Sheets
Generate Yobi tasks for new messages in Facebook Messenger
Details
Try it
Facebook Messenger + Yobi
Add new HubSpot contacts to Yobi
Details
Try it
HubSpot + Yobi
Create Yobi tasks from new Gmail emails
Details
Try it
Gmail + Yobi

Yobi + Google Sheets

Add new Yobi contacts to Google Contacts

Details

Try it

Yobi + Google Contacts

Send sms notifications in Yobi for new opportunities in Close

Details

Try it

Close + Yobi

Send new incoming messages in Yobi via SMS
Details
Try it
Yobi
Send Slack channel messages for new call recordings in Yobi
Details
Try it
Yobi + Slack
Create Yobi contacts from new Google Sheets rows
Details
Try it
Google Sheets + Yobi
Add rows in Google Sheets for new incoming messages in Yobi
Details
Try it
Yobi + Google Sheets
Add new Yobi contacts to Google Contacts
Details
Try it
Yobi + Google Contacts
Send sms notifications in Yobi for new opportunities in Close
Details
Try it
Close + Yobi

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.

- yobi_phone_number
  Required
Trigger
Polling
Try It
- Yobi phone
  Required
Trigger
Polling
Try It
Retrieve Created Pipeline
Retrieve all the created pipeline on yobi
Trigger
Polling
Try It
Retrieve Updated Pipeline
Retrieve all the updated pipelines on yobi
Trigger
Polling
Try It
Yobi New Contact Created
Triggers when a new contact is created on Yobi.
Trigger
Polling
Try It

- relationship type
  Required
- Company ID
  Required
- Contact ID
  Required
Action
Write
- Company Name
  Required
- Company Phone
  Required
- Company Email
- Company Type
- Company Website
- Company Address
- Address City
- Address State
- Address Postal Code
- Address Country
  Required
- Social Facebook
- Social Twitter
- Social instagram
- Social Linkedin
Action
Write

- Name
  Required
- Description
- Amount
- Close Date
- Priority
  Required
- Pipeline ID
- Stage ID
Action
Write
- Contact Id
- Channel Id
- Inbox Id
- Note content
  Required
Action
Write
- Pipeline Identifier
  Required
Action
Write
- to number
  Required
- sms body
  Required
- your Yobi number
  Required
Action
Write
- Name
- Description
- Name
- Description
- Order
- Stage ID
- Pipeline ID
  Required
Action
Write

- yobi phone number
  Required
Trigger
Polling
Try It
Retrieve Created Deal
Retrieve all the created deals on yobi
Trigger
Polling
Try It
Retrieve Updated Deal
Retrieve all the updated deals on yobi
Trigger
Polling
Try It
Retrieve Updated Task
Retrieve all the updated tasks on yobi
Trigger
Polling
Try It
- type of task
  Required
- status
  Required
Trigger
Polling
Try It
- your Yobi number
  Required
- identifier
  Required
Action
Write
- First Name
  Required
- Last Name
- Email
- Phone
Action
Write
- Task Title
  Required
- Description
  Required
- Assigned to
  Required
- Contact ID
- Channel ID
Action
Write
Retrieve Pipelines
Retrieve all the crm pipelines created
Action
Write
- Page Start
- Page Size
- Phone Number
- Email
- Given Name
- Family Name
Action
Write
- Name
  Required
- Description
- Amount
- Close Date
- Priority
  Required
- Deal ID
  Required
- Contact ID
- Company ID
- Pipeline ID
- Stage ID
Action
Write

For builders

Let your AI safely access Yobi

Go beyond Zap workflows. Install Zapier in your AI to call Yobi 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 Yobi 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

Associate Contact
Check Outbound Calls

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Yobi 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 Yobi connection @ https://zapier.com/es/app/assets/connections

Run an action

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

const zapier = createZapierSdk();

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

await zapier.runAction({
  app: 'yobi',
  action: 'associate_contact',
  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.

Yobi 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 Yobi

With Yobi you can make calls, send SMS messages and respond to Social Media messages in one app.

HelpHelp

Related categories

App Builder

Similar apps

Zapier Forms

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

Yobi Integrations

Put Yobi 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

Create HubSpot tickets for new Yobi tasks

Send channel messages in Slack for new missed calls in Yobi

Create Google Sheets rows for new call recordings in Yobi

Generate Yobi tasks for new messages in Facebook Messenger

Add new HubSpot contacts to Yobi

Create Yobi tasks from new Gmail emails

Create HubSpot tickets for new Yobi tasks

Send channel messages in Slack for new missed calls in Yobi

Create Google Sheets rows for new call recordings in Yobi

Generate Yobi tasks for new messages in Facebook Messenger

Add new HubSpot contacts to Yobi

Create Yobi tasks from new Gmail emails

Send new incoming messages in Yobi via SMS

Send Slack channel messages for new call recordings in Yobi

Create Yobi contacts from new Google Sheets rows

Add rows in Google Sheets for new incoming messages in Yobi

Add new Yobi contacts to Google Contacts

Send sms notifications in Yobi for new opportunities in Close

Send new incoming messages in Yobi via SMS

Send Slack channel messages for new call recordings in Yobi

Create Yobi contacts from new Google Sheets rows

Add rows in Google Sheets for new incoming messages in Yobi

Add new Yobi contacts to Google Contacts

Send sms notifications in Yobi for new opportunities in Close

Let your AI safely access Yobi

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Yobi Help & Support

Common questions

.css-ojnz7r{font:500 1.125rem/1.5rem Inter,var(--zds-typography-base, Helvetica),Helvetica,arial,sans-serif;color:#695be8;margin-bottom:0;transition-property:all;transition-timing-function:ease-in-out;transition-duration:300ms;}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

Popular Yobi Integrations

Popular Yobi Integrations

Connect Your App Accounts to Zapier