Update app records from deal changes

When a deal stage changes in Yardbook, update the matching record in Softr.

Try:

See all Yardbook + Softr 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.

Softr Explore Softr →

Triggers

New record

Fires when a new record is added to an app built in Softr.

Record updated

Fires when a record changes in an Softr app.

Record deleted

Fires when a record is deleted in an Softr app.

Actions

Create record

Adds a new record to an app built in Softr.

Update record

Updates an existing record in an Softr app.

Delete record

Removes a record from an Softr app.

Create CRM contacts from app records When a new record is created in Softr, create or update the contact in Yardbook. See details

Build a won-deals app When a deal is won in Yardbook, create a record in Softr so delivery teams can start work. See details

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

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FAQ

Common questions

Can Knit build “Update app records from deal changes” between Yardbook and Softr?

Yes — describe it in the box above and Knit's Integrations Agent researches Yardbook and Softr'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.

Can a record in Softr create a CRM contact?

Yes. When a record is created in Softr, Yardbook can create or update the matching contact, company or deal.

Will CRM changes show up in my app?

When a deal or contact changes in Yardbook, the matching record in Softr can be updated so app users always see current data.