Airtable + Yardbook

Create leads in Yardbook for new records in Airtable

Effortlessly manage leads by connecting Airtable and Yardbook with this seamless workflow. When a new record is created in Airtable, a lead will be generated in Yardbook, ensuring your sales team never misses out on any valuable prospects. Stay organized and improve productivity by automating this process for a more efficient lead tracking system.

When this happens...
New Record
Triggers when a new record is created or new or existing records when first added to a selected view.
TriggerPolling
automatically do this!
Create Lead
Creates a new lead and a prospect in Yardbook
ActionWrite

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Supported triggers and actions

- BaseRequired
- TableRequired
- Limit to View
- Include attachment content
Trigger
Polling
Try It
- BaseRequired
- TableRequired
- RecordRequired
- CommentRequired
Action
Write
- Cache Copy
- BaseRequired
- TableRequired
Action
Write
- BaseRequired
- TableRequired
- Help Text
- Primary lookup fieldRequired
- Secondary lookup field
Action
Write
- BaseRequired
- TableRequired
- RecordRequired
Action
Write

- BaseRequired
- TableRequired
- Number of RecordsRequired
Action
Write
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search

- BaseRequired
- Search KeywordRequired
- Search In
Action
Search
- Search KeywordRequired
Action
Search
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search or write
Estimate Approved
Triggers when an estimate has been approved.
Trigger
Polling
Try It
New Customer
Triggers when a new customer (not prospect) is created.
Trigger
Polling
Try It
New Survey Received
Trigger
Polling
Try It
New Todo Item
Triggers when a new todo item is created.
Trigger
Polling
Try It

- Help Text
- BaseRequired
- TableRequired
- Last modified time columnRequired
- Limit to view
- Include file contents?
Trigger
Polling
Try It
- BaseRequired
- TableRequired
Action
Write
- NameRequired
- Workspace IDRequired
- Number of TablesRequired
Action
Write
- BaseRequired
- Table NameRequired
- Table Description
- Primary Field Name
- Primary Field Type
Action
Write
- BaseRequired
- TableRequired
- RecordRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- BaseRequired
- TableRequired
- Record IDRequired
Action
Search
- BaseRequired
- Table IDRequired
Action
Search
- BaseRequired
Action
Search
Job Completed
Triggers when a job or activity is set to completed.
Trigger
Polling
Try It
New Business Profile Message
Trigger
Polling
Try It
Lead Created
Triggers when a new lead is created.
Trigger
Polling
Try It
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 Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.

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