Send text messages to newly created leads

When a new lead is created in Yardbook, automatically send a welcome SMS via SMS Alert to establish immediate contact.

Try:

See all Yardbook + SMS Alert 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.

SMS Alert Explore SMS Alert →

Triggers

New inbound SMS

Fires when a new text message is received in SMS Alert.

New call

Fires when a new call comes in or out through SMS Alert.

Missed call

Fires when a call is missed in SMS Alert.

Call recording ready

Fires when a call recording finishes processing in SMS Alert.

Actions

Send an SMS or MMS

Sends a text message through SMS Alert.

Place an outbound call

Starts an outbound call via SMS Alert.

Create or update a contact

Creates or updates a contact in SMS Alert.

Send a voice message

Sends a recorded voice message via SMS Alert.

Log inbound calls and missed calls in CRM When an inbound call or missed call occurs in SMS Alert, automatically log the activity on the contact's record in Yardbook. See details

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

See all Yardbook + SMS Alert integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Send text messages to newly created leads” between Yardbook and SMS Alert?

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

Inbound calls, text messages, and missed calls handled in SMS Alert 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 SMS Alert to send an automated SMS confirmation or message to the client.