Zapier

Yardman Integration With Zapier

For our clients who want to be top-notch in the field of customer service, we have some great news. Now you can combine over 1,500 applications with Yardman by integrating Zapier.

What is Zapier?

Zapier is an online automation tool that connects your favorite apps, such as Yardman, Gmail, Slack, MailChimp, and over 1,500 more. You can combine two or more apps to automate repetitive tasks without coding or relying on developers to build the integration. Move info between your web apps automatically so that you can focus on your most important work. It’s easy enough that anyone can develop their app workflows with just a few clicks.

For example, you can create people, companies, and bookings from email or Google docs. Send an email or SMS when the driver is called or on a designated checkpoint. You can also automate Zapier, saving time and effort.

How do I connect Yardman to Zapier?

  1. Log in to your Zapier account or create a new account.
  2. Go to Yardman Integrations page.
  3. Now click on Start using Yardman now! button and next click on Accept Invite & Build a Zap button.
  4. Navigate to My Apps from the top menu bar.
  5. Now click on Connect new account and search for Yardman phrase.
  6. Use your credentials to connect your Yardman account to Zapier.
  7. Once that’s done, you can start creating an automation!

My first ZAP!

If you have gone through the entire How do I connect Yardman to Zapier? section, you can create your first Yardman integration with Zapier.

Click on Make a Zap! in Zapier or this link, and you may create Visitor on a checkpoint trigger.

visitor_on_checkpoint.mp4

If you already have a trigger, create the appropriate action. For example, send an email with the details of the visit.

action_create_email.mp4

You can enter your data or use another action from the 1,500+ apps available.

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