Yardbook CompanyCam

Yardbook + CompanyCam Integrations, Built by an AI Agent

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

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

Yardbook + CompanyCam When jobs are scheduled for tomorrow in Yardbook, create project photo folders in CompanyCam. See details
Build dedicated customer folders for new deals When a deal reaches a new stage in Yardbook, automatically create a dedicated folder in CompanyCam to organize contracts, briefs, and client collateral. See details
Log client file updates directly to pipeline activities When a client uploads a new document in CompanyCam, automatically log an activity note on the matching account in Yardbook so account managers stay informed. See details
Store signed proposals when deals are won When a sales representative marks a deal won in Yardbook, automatically share the corresponding onboarding folder in CompanyCam with the customer success team. See details

Browse the full workflow library →

Looking to achieve something else with Yardbook and CompanyCam?

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 CompanyCam

Everything Yardbook and CompanyCam 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

CompanyCam Explore CompanyCam →

CompanyCam is a photo-first field communication app built for contractors to capture, organize, and share job site images in real time.

Triggers
Checklist Completed

Triggers when a checklist is completed.

New Document

Triggers when a document is added to a project.

Photo Tagged

Triggers when a photo is tagged.

New Photo

Triggers when a new photo is added to a company project.

Project Labeled

Triggers when a project is labeled.

New Project

Triggers when you add a new project.

Actions
Add Photo

Adds a new photo to existing project.

Create Checklist From Template

Creates a new checklist on a project from a template

Add Project

Creates a new project in your account.

Add Project Label

Adds an existing Project Label or creates a new one if it does not exist.

Update Project Notepad

Updates the Project Notepad. CAUTION - Any overwrites to project notes cannot be undone.

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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 + CompanyCam

Is there a pre-built Yardbook + CompanyCam automation?

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

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

No. The Agent works whether or not Yardbook or CompanyCam 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 CompanyCam with Yardbook streamline our sales process?

It automatically creates shared folders and attaches important proposals or assets in CompanyCam directly to deal records in Yardbook, saving reps time and keeping files organized.

Can changes in customer details in Yardbook update our file storage in CompanyCam?

Yes, when deal stages change or leads are created in Yardbook, project folders can be created or updated automatically in CompanyCam.

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