Yardbook Agents

Yardbook + Agents Integrations, Built by an AI Agent

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

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

Yardbook + Agents When a job is completed in Yardbook, send an automated instruction to Agents to process post-service workflows. See details
Update customer records after AI qualification When Agents qualifies a new prospect, automatically create or update the contact details in Yardbook so sales reps can follow up. See details
Initiate outbound calls for new leads When a new lead is added in Yardbook, automatically prompt Agents to start an outbound discovery call. See details
Log conversation history on completed AI runs Once a call or conversation ends in Agents, log the full summary directly to the matching deal in Yardbook. See details

Browse the full workflow library →

Looking to achieve something else with Yardbook and Agents?

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

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Triggers & actions for Yardbook and Agents

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

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

Agents Explore Agents →

Agents is an AI development platform that allows users to build, configure, and deploy autonomous AI agents for automated tasks.

Actions
Run Agent

Have a Zapier Agent run and optionally pause the Zap until the Agent responds.

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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.
H
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.
J
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.
A
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.
R
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

G2 Leader, Spring 2026G2 Fastest Implementation, Spring 2026G2 High Performer, Spring 2026G2 Best Est. ROI, Spring 2026
FAQ

Common questions about Yardbook + Agents

Is there a pre-built Yardbook + Agents automation?

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

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

No. The Agent works whether or not Yardbook or Agents 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 Agents with Yardbook improve lead management?

When Agents finishes interacting with or qualifying a prospect, it can instantly create or update the contact details and log interaction notes inside Yardbook.

Can changes in Yardbook automatically prompt AI outreach in Agents?

Yes, updates such as creating a new lead or shifting a deal's stage in Yardbook can prompt Agents to initiate an outbound call or run an automated task.

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