Yardbook Google Drive

Yardbook + Google Drive Integrations, Built by an AI Agent

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

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

Yardbook + Google Drive When a new business profile message arrives in Yardbook, back up the message content to Google Drive. See details
Build dedicated customer folders for new deals When a deal reaches a new stage in Yardbook, automatically create a dedicated folder in Google Drive 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 Google Drive, 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 Google Drive with the customer success team. See details

Browse the full workflow library →

Looking to achieve something else with Yardbook and Google Drive?

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 Google Drive

Everything Yardbook and Google Drive 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

Google Drive Explore Google Drive →

Google Drive is a cloud-based storage service that enables users to store, sync, and access files across devices.

Triggers
New File

Triggers when any new file is added (inside of any folder).

New File in Folder

Triggers when a new file is created within, moved to, or uploaded directly to a specific folder. You can optionally include files from its subfolders.

New File in Folder (Realtime)

Triggers when a file is added to a chosen folder or shared drive.

New Folder

Triggers when a new folder is added directly to a specific folder (but not its subfolders).

Updated File

Triggers when a file is updated in a specific folder (but not its subfolders).

Actions
Copy File

Create a copy of the specified file.

Delete File (Permanent)

Permanently delete a file from Google Drive. This action cannot be undone.

Export File

Export Google Workspace files (Docs, Sheets, Slides) to different formats like PDF, Word, Excel, etc.

Upload File

Copies an existing file from another service to Google Drive.

Create Folder

Create a new, empty folder.

Move File

Move a file from one folder to another.

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Customer Stories

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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.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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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.
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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.
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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

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FAQ

Common questions about Yardbook + Google Drive

Is there a pre-built Yardbook + Google Drive automation?

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

Does this require a pre-built Yardbook or Google Drive connector?

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

It automatically creates shared folders and attaches important proposals or assets in Google Drive 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 Google Drive?

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

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