Jills Office + Yardbook

Create Yardbook leads from new action items in Jill's Office

Activate this Zap to keep your contact details up to date across platforms while avoiding duplicate data entry chores. When a customer calls into Jill's Office and an admin fills out the contact form for the customer in the Jill's Office app, a contact will be created in Yardbook automatically.

When this happens...
New Action Item
Triggers when a new action item is created.
TriggerInstant
automatically do this!
Create Lead
Creates a new lead and a prospect in Yardbook
ActionWrite

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Supported triggers and actions

New Action Item
Triggers when a new action item is created.
Trigger
Instant
Try It
- First Name
- Last Name
- Email
- Phone NumberRequired
- SourceRequired
- More information
Action
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
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New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
Job Completed
Triggers when a job or activity is set to completed.
Trigger
Polling
Try It
New Business Profile Message
Trigger
Polling
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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