Yardbook Beside

Yardbook + Beside Integrations, Built by an AI Agent

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

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

Convert chatbot lead captures into new CRM contacts When a visitor provides contact details during a chat in Beside, automatically create or update their contact profile and log the activity in Yardbook. See details
Open deal opportunities after chatbot handoffs When an AI chatbot handoff occurs in Beside, automatically create a new sales deal in Yardbook so account executives can take over seamless follow-up. See details
Send personalized AI chatbot messages when deal stages change When a lead moves to a specific deal stage in Yardbook, automatically instruct Beside to send a targeted follow-up or answer prospective buyer questions. See details

Browse the full workflow library →

Looking to achieve something else with Yardbook and Beside?

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 Beside

Everything Yardbook and Beside 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

Beside Explore Beside →

An artificial intelligence assistant tool designed to automate daily operational tasks, manage scheduling, and synthesize text information.

Triggers
Call

Triggers when a call is finished and its transcription is done.

Capture

Triggers when a new capture has been transcribed.

Lead

Triggers when a new lead communicates with you or you communicate with a new lead.

Message

Triggers when a new message is sent.

Voice Mail

Triggers when a new voicemail is received.

Voice Note

Triggers when a new voice note is sent or received.

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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 + Beside

Is there a pre-built Yardbook + Beside automation?

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

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

No. The Agent works whether or not Yardbook or Beside 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 a chatbot to my CRM benefit my sales team?

Leads gathered by Beside are immediately passed to Yardbook as updated contacts or sales opportunities, giving reps rich context without manual data entry.

Can chatbot conversations automatically update existing sales deals?

Yes, when a conversation is handed off or finished in Beside, details and interaction logs can automatically update contact profiles or deal stages in Yardbook.

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