Log inbound calls and missed calls in CRM

When an inbound call or missed call occurs in EZ Texting, automatically log the activity on the contact's record in Yardbook.

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See all Yardbook + EZ Texting integrations or talk to a human

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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 →

Triggers

New contact or lead

Fires when a new contact or lead is added to Yardbook.

Contact updated

Fires when a field on a contact changes in Yardbook.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Yardbook.

Deal won

Fires when a deal is marked won in Yardbook.

Actions

Create or update contact

Creates or updates a contact in Yardbook.

Create deal

Creates a new deal in Yardbook.

Update record stage

Moves a deal or record to a new stage in Yardbook.

Log activity

Logs a call, email, or note against a record in Yardbook.

EZ Texting Explore EZ Texting →

Triggers

New inbound SMS

Fires when a new text message is received in EZ Texting.

New call

Fires when a new call comes in or out through EZ Texting.

Missed call

Fires when a call is missed in EZ Texting.

Call recording ready

Fires when a call recording finishes processing in EZ Texting.

Actions

Send an SMS or MMS

Sends a text message through EZ Texting.

Place an outbound call

Starts an outbound call via EZ Texting.

Create or update a contact

Creates or updates a contact in EZ Texting.

Send a voice message

Sends a recorded voice message via EZ Texting.

Send text messages to newly created leads When a new lead is created in Yardbook, automatically send a welcome SMS via EZ Texting to establish immediate contact. See details

Dispatch text confirmations on won deals When a deal is won in Yardbook, send an automated SMS via EZ Texting to confirm details with the client. See details

See all Yardbook + EZ Texting integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Log inbound calls and missed calls in CRM” between Yardbook and EZ Texting?

Yes — describe it in the box above and Knit's Integrations Agent researches Yardbook and EZ Texting'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 connecting Yardbook and EZ Texting help track phone communications?

Inbound calls, text messages, and missed calls handled in EZ Texting can automatically log activities or update lead profiles directly inside Yardbook.

Can I automate text message follow-ups when deal stages change?

Yes, updating a deal stage in Yardbook can prompt EZ Texting to send an automated SMS confirmation or message to the client.