Build dedicated customer folders for new deals
When a deal reaches a new stage in Yardbook, automatically create a dedicated folder in CompanyCam to organize contracts, briefs, and client collateral.
See all CompanyCam + Yardbook integrations or talk to a human
4.9/5 on G2·
Google for Startups Accelerator
How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
CompanyCam Explore CompanyCam →
TriggersFires when a new file is uploaded to CompanyCam.
Fires when a file in CompanyCam is shared with someone new.
Fires when a folder's contents change in CompanyCam.
Uploads a file to CompanyCam.
Creates a new folder in CompanyCam.
Shares a file from CompanyCam with a link or user.
Yardbook Explore Yardbook →
TriggersFires when a new contact or lead is added to Yardbook.
Fires when a field on a contact changes in Yardbook.
Fires when a deal, case or record moves to a new stage in Yardbook.
Fires when a deal is marked won in Yardbook.
Creates or updates a contact in Yardbook.
Creates a new deal in Yardbook.
Moves a deal or record to a new stage in Yardbook.
Logs a call, email, or note against a record in Yardbook.
More CompanyCam + Yardbook workflows
Log client file updates directly to pipeline activities
When a client uploads a new document in CompanyCam, automatically log an activity note on the matching account in Yardbook so account managers stay informed.
See details
Store signed proposals when deals are won
When a sales representative marks a deal won in Yardbook, automatically share the corresponding onboarding folder in CompanyCam with the customer success team.
See details
See all CompanyCam + Yardbook integrations → · Browse the full workflow library →
Common questions
Can Knit build “Build dedicated customer folders for new deals” between CompanyCam and Yardbook?
Yes — describe it in the box above and Knit's Integrations Agent researches CompanyCam and Yardbook's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does integrating CompanyCam with Yardbook streamline our sales process?
It automatically creates shared folders and attaches important proposals or assets in CompanyCam directly to deal records in Yardbook, saving reps time and keeping files organized.
Can changes in customer details in Yardbook update our file storage in CompanyCam?
Yes, when deal stages change or leads are created in Yardbook, project folders can be created or updated automatically in CompanyCam.