Turn closed deals into client invoices

When a deal is marked won in Yardbook, automatically create an invoice in Receipt Bot so billing can start without delay.

Try:

See all Yardbook + Receipt Bot 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 lead created

Fires when a new lead or contact is created in Yardbook.

Deal stage changed

Fires when a deal moves to a new stage in Yardbook.

Deal won

Fires when a deal is marked won in Yardbook.

Contact updated

Fires when a field on a contact changes in Yardbook.

Actions

Create or update contact

Creates or updates a contact in Yardbook.

Create deal

Creates a new deal in Yardbook.

Update deal stage

Moves a deal to a new stage in Yardbook.

Log activity

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

Receipt Bot Explore Receipt Bot →

Triggers

New invoice created

Fires when a new invoice is created in Receipt Bot.

Payment received

Fires when a payment is recorded in Receipt Bot.

Invoice overdue

Fires when an invoice in Receipt Bot passes its due date unpaid.

Expense recorded

Fires when a new expense is recorded in Receipt Bot.

Actions

Create invoice

Creates a new invoice in Receipt Bot.

Record payment

Records a payment against an invoice in Receipt Bot.

Create expense

Creates a new expense entry in Receipt Bot.

Sync customer record

Syncs a customer's billing record in Receipt Bot.

Update deal status when payments arrive When a payment is received in Receipt Bot, automatically update the deal stage in Yardbook to keep sales reps informed of account standing. See details

Sync client records between systems When contact details are updated in Yardbook, automatically sync the customer record in Receipt Bot to maintain clean billing profiles. See details

See all Yardbook + Receipt Bot integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Turn closed deals into client invoices” between Yardbook and Receipt Bot?

Yes — describe it in the box above and Knit's Integrations Agent researches Yardbook and Receipt Bot'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 linking Receipt Bot and Yardbook streamline the sales-to-finance handoff?

Closing a deal in Yardbook can instantly create an invoice in Receipt Bot, eliminating manual keying and speeding up revenue collection.

Can payment notifications in Receipt Bot update deal stages in Yardbook?

Yes, when a customer settles an invoice in Receipt Bot, the corresponding deal stage in Yardbook can automatically update to reflect a completed transaction.