Yardbook Google Sheets

Yardbook + Google Sheets Integrations

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

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

Yardbook + Google Sheets When an estimate is approved in Yardbook, log customer and estimate details into Google Sheets.
Build client onboarding hubs for won deals When a deal is won in Yardbook, automatically create a page from a template in Google Sheets to house client handoff and onboarding materials. See details
Log meeting summary documents to contact timelines When a document is published in Google Sheets, automatically log an activity on the corresponding contact in Yardbook so sales reps stay updated. See details
Sync document statuses with sales deal stages When a deal stage changed in Yardbook, automatically update the matching project record status in Google Sheets to keep cross-functional teams informed. See details

Browse the full workflow library →

Looking to achieve something else with Yardbook and Google Sheets?

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 Sheets

Everything Yardbook and Google Sheets 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 Sheets Explore Google Sheets →

Google Sheets is a cloud-based spreadsheet application that allows users to create, edit, and collaborate on data in real time.

Triggers
New Spreadsheet Row (Team Drive)

Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.

New Spreadsheet Row

Triggers when a new row is added to the bottom of a spreadsheet.

New Spreadsheet

Triggers when a new spreadsheet is created.

New or Updated Spreadsheet Row (Team Drive)

Triggers when a new row is added or an existing row is updated in a spreadsheet. Optimized for Team Drive.

New or Updated Spreadsheet Row

Triggers when a new row is added or modified in a spreadsheet.

Updated Spreadsheet Row

Triggers when an existing row is updated in a spreadsheet. New rows do not trigger this; use New or Updated Spreadsheet Row for that.

Actions
Create Spreadsheet Column

Create a new column in a specific spreadsheet.

Create Spreadsheet Row

Create a new row in a specific spreadsheet.

Create Multiple Spreadsheet Rows

Create one or more new rows in a specific spreadsheet (with line item support).

Create Spreadsheet Row at Top

Creates a new spreadsheet row at the top of a spreadsheet (after the header row).

Change Sheet Properties

Update Google Sheets properties like frozen rows/columns, sheet position, and visibility settings.

Create Conditional Formatting Rule

Apply conditional formatting to cells in a Google Sheets spreadsheet based on their values.

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Customer Stories

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Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
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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.
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

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FAQ

Common questions about Yardbook + Google Sheets

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

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

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

No. The Agent works whether or not Yardbook or Google Sheets 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.

Can closing a deal automatically spin up an onboarding document?

Yes, winning a deal in Yardbook can automatically create a client onboarding hub from a template in Google Sheets.

How can published client docs update our sales records?

Publishing research notes or customer documents in Google Sheets can automatically log activities on contact profiles in Yardbook.

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