Square Yardbook

Square + Yardbook Integrations

Put Square + Yardbook to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Square and Yardbook below — describe the exact one you want above and the Agent builds it on demand.

Square + Yardbook When a new customer is created in Yardbook, sync contact profile details to Square.
Log sales activity when shoppers abandon their cart When a customer abandons their cart in Square, automatically log an activity and create or update the contact in Yardbook so sales can follow up. See details
Create sales deals for high-performing partners When a new affiliate commission is earned in Square, automatically create a deal in Yardbook to track partner revenue expansion. See details
Execute custom store requests when CRM deals close When a deal is marked won in Yardbook, automatically make a custom API request in Square to provision partner perks or VIP access. See details

Browse the full workflow library →

Looking to achieve something else with Square and Yardbook?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Square and Yardbook

Everything Square and Yardbook can do inside a workflow — the triggers that start one and the actions that run when it fires.

Square Explore Square →

Square is a commerce and payment processing platform that enables businesses to accept payments, run point-of-sale systems, and manage operations.

Triggers
New Appointment

Triggers when a new appointment is created.

New Catalog Item

Triggers when a new catalog item is created.

New Customer

Triggers when a new customer is created.

New Invoice

Triggers when a new invoice is added.

New Order

Triggers when a new order is processed.

New Payment

Triggers when a new payment is created.

Actions
Add Customer to Group

Adds a customer to a group.

Create Appointment

Creates a new appointment.

Change Inventory

Adjusts an inventory or changes its physical count.

Create Customer

Creates a customer.

Create Invoice

Creates a new draft invoice for an order.

Create Paid Order

Creates an externally paid and completed order.

Yardbook Explore Yardbook →

Yardbook is an all-in-one business management and CRM platform built specifically for landscaping and lawn care professionals.

Triggers
Job Completed

Triggers when a job or activity is set to completed.

Estimate Approved

Triggers when an estimate has been approved.

Jobs Today

Triggers when a job is added to today's schedule

Jobs Tomorrow

Triggers when a job is added to tomorrow's schedule

New Business Profile Message

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.

New Customer

Triggers when a new customer (not prospect) is created.

Actions
Create AI Event

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/

Create Lead

Creates a new lead and a prospect in Yardbook

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Customer Stories

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Huynh H
Developer, Multiplier
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.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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Aditya
Product Lead, RazorpayXPayroll
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.
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Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about Square + Yardbook

Is there a pre-built Square + Yardbook automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Square and Yardbook's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Square or Yardbook connector?

No. The Agent works whether or not Square 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 connecting Square to Yardbook support sales teams?

It lets your team follow up on high-value interactions from Square, such as abandoned carts or new affiliate approvals, by updating lead records in Yardbook.

Can affiliate activity in Square be tracked inside Yardbook?

Yes, when new affiliates are approved or earn commissions in Square, customer profiles and deal history update automatically in Yardbook.

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