Cognito Forms + Yardbook

Create Yardbook leads from new Cognito Forms entries

Efficiently manage your leads with this Cognito Forms and Yardbook integration. When a new entry is submitted in Cognito Forms, this workflow will create a lead in Yardbook, streamlining your lead management process and ensuring that you stay organized. Save time, reduce manual work, and keep your leads up-to-date with this powerful automation.

When this happens...
New Entry
Triggers when someone fills out your form.
TriggerInstant
automatically do this!
Create Lead
Creates a new lead and a prospect in Yardbook
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Instant
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- FormRequired
Trigger
Instant
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- FormRequired
- IdRequired
Action
Write
- FormRequired
- Availability Start
- Availability End
- Not Available Message
Action
Write
- FormRequired
- Entry IdRequired
- Template NumberRequired
Action
Search

- FormRequired
- Entry View IDRequired
- Max Results per Page
- Skip Count
- Return IDs Only
Action
Search
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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- FormRequired
Trigger
Instant
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- FormRequired
Action
Write
- IdRequired
- FormRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- FormRequired
- IdRequired
Action
Search
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
Try It
- 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

About Cognito Forms

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.

Learn more