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.
See all Receipt Bot + Yardbook integrations or talk to a human
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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.
Receipt Bot Explore Receipt Bot →
TriggersFires when Receipt Bot finishes extracting data from a document such as an invoice, receipt, form or resume.
Posts a file to Receipt Bot to be parsed.
Runs an extraction template in Receipt Bot against a document.
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 Receipt Bot + Yardbook workflows
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.
See details
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.
See details
See all Receipt Bot + Yardbook integrations → · Browse the full workflow library →
Common questions
Can Knit build “Create contacts from parsed document data” between Receipt Bot and Yardbook?
Yes — describe it in the box above and Knit's Integrations Agent researches Receipt Bot 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 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.