Yelp Leads Handoff

Yelp Leads + Handoff Integrations, Built by an AI Agent

Put Yelp Leads + Handoff to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Yelp Leads and Handoff below — describe the exact one you want above and the Agent builds it on demand.

Yelp Leads + Handoff When a proposal is declined in Handoff, update the status of the lead sourced from Yelp Leads. See details
Generate campaign review docs upon publication When a campaign is published in Yelp Leads, automatically create a workspace document from a template in Handoff to collaborate on performance reviews. See details
Log new ad leads into central project tables When a lead is captured through an ad in Yelp Leads, add a structured record to a tracking table in Handoff for real-time sales visibility. See details
Add approved contacts to ad audiences from document status updates When a document record status changes to approved in Handoff, automatically add the target prospect to an ad audience in Yelp Leads. See details

Browse the full workflow library →

Looking to achieve something else with Yelp Leads and Handoff?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Yelp Leads and Handoff

Everything Yelp Leads and Handoff can do inside a workflow — the triggers that start one and the actions that run when it fires.

Yelp Leads Explore Yelp Leads →

Yelp Leads is an advertising service that captures service inquiries from prospective clients and routes them to local businesses.

Triggers
New Business Message

Triggers when business sends a new message.

New Lead

Triggers when a new lead is created.

New Consumer Message

Triggers when consumer sends a new message.

Phone Availability

Triggers when a phone number is available.

Actions
Mark Lead as Replied

Marks a Lead as Replied (by phone or email). Useful if you have already followed up with the lead outside of Yelp.

Mark Lead Message as Read

Mark an existing lead message and all messages before that as read.

Create Message

Creates a new Message for a Lead. (E.g. responding to a Lead or Message with a text response)

Handoff Explore Handoff →

Handoff is productivity and docs software designed for contractors to create estimates and manage project workflows.

Triggers
New Contact

Triggers when a new contact (client, sub, vendor) is created.

Invoice Paid

Triggers when a client pays an invoice.

New Project

Triggers when a new project is created.

Proposal Approved

Triggers when a client approves a proposal. Includes the estimate ID so you can feed it directly into the 'Find Estimate' search action.

Proposal Declined

Triggers when a client declines a proposal. Includes the client's decline feedback so you can route it straight into your follow-up workflow.

Proposal Sent

Triggers when a proposal is sent to a client.

Actions
Create Contact

Creates a new contact (client, subcontractor, vendor).

Create Project

Creates a new project. Optionally creates or links a client.

Create Project With Document

Creates a new project and attaches a document containing the form info. Optional photo URLs are downloaded and attached to the document. Synchronous.

Create Project and Generate Estimate

Creates a new project and generates an AI-powered estimate. The estimate runs in the background (typically 1-5 minutes) and the step completes when it's ready.

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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

G2 Leader, Spring 2026G2 Fastest Implementation, Spring 2026G2 High Performer, Spring 2026G2 Best Est. ROI, Spring 2026
FAQ

Common questions about Yelp Leads + Handoff

Is there a pre-built Yelp Leads + Handoff automation?

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

Does this require a pre-built Yelp Leads or Handoff connector?

No. The Agent works whether or not Yelp Leads or Handoff 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 lead details from ad forms be collected inside dynamic documents?

Yes, as leads submit forms in Yelp Leads, their information is automatically added as new rows or records in your master project document in Handoff.

How does launching an ad campaign impact internal documentation?

Publishing a campaign in Yelp Leads can automatically generate a structured brief or reporting page in Handoff from a standard team template.

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