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.
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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.
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.
Agents Explore Agents →
TriggersFires when an Agents agent finishes a task or run.
Fires when an Agents agent finishes a call or conversation.
Fires when an Agents agent marks a lead qualified.
Triggers an Agents agent or tool with a set of inputs.
Has an Agents agent place an outbound call.
Adds a lead to an outreach campaign in Agents.
More Yardbook + Agents workflows
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
See all Yardbook + Agents integrations → · Browse the full workflow library →
Common questions
Can Knit build “Update customer records after AI qualification” between Yardbook and Agents?
Yes — describe it in the box above and Knit's Integrations Agent researches Yardbook and Agents'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 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.