Yardman and Salesflare
How to connect Yardman
- Via Zapier — 17 operations available. Set it up ↗
What you can automate
- When new Booking in Yardman, create meeting, then create call in Salesflare.
- When new Account in Salesflare, create Company in Yardman.
About Yardman
Yardman is a simple yard management system to organize bookings and keep yard visits on track.
Yardman operations on Zapier
Triggers (4)
Start a workflow when this happens
- New Booking — Trigger when a new booking is added.
- New Visit — Trigger when a new visit is added.
- Person Called — Trigger when person was called.
- Visitor on Checkpoint — Trigger when a visit enters a specific checkpoint.
Actions (9)
Things Salesflare can make it do
- Create Booking — Creates a new booking.
- Create Company — Creates a new company.
- Create Person — Creates a new person.
- Create Vehicle — Creates a new vehicle.
- Create Visit — Creates a new visit.
Show 4 more actions
- Find or Create Booking — Search for booking by confirmation code, person full name or company name).
- Find or Create Company — Search for company by name.
- Find or Create Person — Search for person by first name, last name, driving license number, mobile phone or status.
- Find or Create Vehicle — Search for vehicle by brand, model, registration_number, status or vehicletype.
Searches (4)
Look up existing records
- Find Booking — Search for booking by confirmation code, person full name or company name).
- Find Company — Search for company by name.
- Find Person — Search for person by first name, last name, driving license number, mobile phone or status.
- Find Vehicle — Search for vehicle by brand, model, registration_number, status or vehicletype.
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