Receipt Bot + Yardbook Integrations, Built by an AI Agent
Put Receipt Bot + Yardbook to work with AI and enterprise-grade automation
Learn more about Receipt Bot integrations or talk to a human
4.9/5 on G2·
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Workflows you can build between Receipt Bot and Yardbook
See the kind of workflows teams build with Receipt Bot and Yardbook below — describe the exact one you want above and the Agent builds it on demand.
Create contacts from parsed document data
When data is extracted from a document in Receipt Bot, Yardbook automatically creates or updates the contact profile with the extracted information.
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Extract contract details when deal stages advance
When a deal stage changed in Yardbook, Receipt Bot automatically receives attached agreement files to extract structured financial and terms data.
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Log activity and update deals when key documents are processed
When structured data is extracted from a file in Receipt Bot, Yardbook automatically updates the corresponding deal stage and logs an activity in the timeline.
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Browse the full workflow library →
Looking to achieve something else with Receipt Bot and Yardbook?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Receipt Bot and Yardbook
Everything Receipt Bot and Yardbook can do inside a workflow — the triggers that start one and the actions that run when it fires.
Receipt Bot Explore Receipt Bot →
Receipt Bot is an automated document processing app that extracts transaction data from receipts and invoices for accounting software.
ActionsUploads a file (PDF, PNG, JPG, JPEG) to Receipt Bot for data extraction.
Yardbook Explore Yardbook →
Yardbook is an all-in-one business management and CRM platform built specifically for landscaping and lawn care professionals.
TriggersTriggers when a job or activity is set to completed.
Triggers when an estimate has been approved.
Triggers when a job is added to today's schedule
Triggers when a job is added to tomorrow's schedule
Triggers when you receive a new message from your business profile page. These messages are submitted through your public profile page. Please be careful as the message may contain spam. Your public profile page is accessible by anyone on the internet. You can disable the 'Contact Us' option in your public profile settings page.
Triggers when a new customer (not prospect) is created.
If you use external AI tools—like AI phone agents, chatbots, or other automations—to interact with customers, AI Events can help you keep track of those interactions in your account. More info: https://support.yardbook.com/customer-ai-events-guide/
Creates a new lead and a prospect in Yardbook
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Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
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1FIT
A fitness management platform that provides users with access to multiple gyms and sports facilities under a single membership.
ABC GymSales
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ABC Sales AI
ABC Sales AI is an automated sales enablement platform that assists revenue teams in prospecting, engaging, and managing prospective customer leads.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
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Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Receipt Bot + Yardbook
Is there a pre-built Receipt Bot + Yardbook automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Receipt Bot and Yardbook's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Receipt Bot or Yardbook connector?
No. The Agent works whether or not Receipt Bot or Yardbook already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does integrating Receipt Bot with Yardbook help sales teams?
It converts unstructured files like client forms and signed contracts into structured fields in Yardbook, automatically updating contacts and deal stages.
Can CRM changes automatically kick off document extraction?
Yes, when a new lead is created or a deal stage changes in Yardbook, connected documents can be sent to Receipt Bot for automated parsing.