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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Changed Contacts" from Yoobi.

Add your action

An action happens after the trigger—such as "Add Activist Codes" in EveryAction.

You’re connected!

Zapier seamlessly connects Yoobi and EveryAction, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Changed Since date
  Required
- Primary Contact
  Required
Trigger
Polling
Try It
New CRM Sale
Triggers when a new CRM sale record is created
Trigger
Polling
Try It
New Department
Triggers when a new department is created.
Trigger
Polling
Try It
- Month
- Invoice state
  Required
Trigger
Polling
Try It
New Relation
Triggers when a New Relationship Record is created in Yoobi through selection atm. this is not good
Trigger
Polling
Try It

- Customer ID
- Customer Code
- CRM Task Type
- Subject
- Task Description
- Planned Date
- Planned Time
- Planned End Date
- Planned End Time
- Executed Date
- Executed Time
- Priority
- Username
- Resourcegroup
- Contact First Name
- Contact Last Name
- Contact Email
- Contact Phone
- Person ID
- Contact Info ID
- Notification Moment
- Notification User ID
- Notification Date Offset
- Project ID
- CRM Sale ID
- Taskreport
Action
Write
- Fist Name
- Initials
- Infix
- Last Name
- Gender
- Date of Birth
- Employee Number
- BSN
- Employee Abbreviation
- Job Name
- Start Registration Date
- Start Date
- End Date
- Cost Center
- Cost Unit
- Allow Overtime
- Department
- Resourcegroup
- Invoice state
  Required
- Contract Start Date
- Contract End Date
- Contract FTE
- User State
- Username
- User Email
- User Language
- Show Custom Fields
Action
Write

- Employee Number
- Registration Date
  Required
- Project Name
  Required
- Activity Name
  Required
- Type of Registration
  Required
- Cost Registration
- Time Registration
  Required
- Number Registration
- Registration Remarks
Action
Write
- Version
  Required
Action
Write
- Project ID
  Required
- Code
- Name
- State
- End Date
Action
Write
- Type
- Email or Phone
  Required
Action
Search
- Code
  Required
- Level of detail
Action
Search
- VAT Number
Action
Search
- Number Registration
Action
Search
- Order number
  Required
Action
Search
- CRM Sale code
- Customer Code
  Required
- CRM Sale Name
- CRM Sale Scheme
  Required
- CRM Sales Scheme Phase
  Required
- CRM Sale source
- Product Group
- Employee number
- First name
- Infix
- Last Name
- Percentage of this sale
- Value of this sale
  Required
- Currency
  Required
- Expected sale date
  Required
- Description
Action
Search or write
- CoC Number
- Name
  Required
- Code
  Required
- Customer Category
- Keywords
- Description
- KvK
- KvK City
- VAT/BTW
- Invoice Salutation
- Invoice Expiration Days
- IBAN
- Mobile Phone
- Fax
- Website
- Phone
- E-mail
- Billing E-mail
- Ledger Account
- Ledger Account Turnover
- Cost Center
- Cost Unit
- Invoice state
  Required
- Visiting Address
- Visiting Address City
- Visiting Address Country
- Visiting Address Postalcode
- Visiting Address Note
- Billing Address
- Billing Address City
- Billing Address Country
- Billing Address Postcode
- Billing Address Note
- Mailing Address
- Mailing Address City
- Mailing Address Country
- Mailing Address Postalcode
- Mailing Address Note
- Initials
- Fist Name
- Infix
- Last Name
- E-mailaddress
- Phone
- Gender
- Title
- Function
- Department
- Note
- Employee Number
- Show Custom Fields
Action
Search or write
- E-mail
- Name
  Required
- Code
  Required
- Customer Category
- Keywords
- Description
- KvK
- KvK City
- VAT/BTW
- Invoice Salutation
- Invoice Expiration Days
- IBAN
- Mobile Phone
- Fax
- Website
- Phone
- Billing E-mail
- Ledger Account
- Ledger Account Turnover
- Cost Center
- Cost Unit
- Invoice state
  Required
- Visiting Address
- Visiting Address City
- Visiting Address Country
- Visiting Address Postalcode
- Visiting Address Note
- Billing Address
- Billing Address City
- Billing Address Country
- Billing Address Postcode
- Billing Address Note
- Mailing Address
- Mailing Address City
- Mailing Address Country
- Mailing Address Postalcode
- Mailing Address Note
- Initials
- Fist Name
- Infix
- Last Name
- E-mailaddress
- Phone
- Gender
- Title
- Function
- Department
- Note
- Employee Number
- Show Custom Fields
Action
Search or write
- VANID
- External ID Type
- External ID
- Activist Codes
  Required
Action
Write
- VANID
- External ID Type
- External ID
- Tag
  Required
Action
Write
- VANID
- External ID Type
- External ID
- DesignationId
- Date Received
  Required
- Amount
  Required
- Tag
  Required
- Payment Method
  Required
- Status
- Financial Batch
- Direct Marketing Code
- Notes
- Online Reference Number
- External Contribution ID Type
- External Contribution ID
Action
Write
- VANID
- External ID Type
- External ID
- Survey Questions
Action
Write
- PersonIdCopy
- VANID
- External ID Type
- External ID
- Contact Mode
- Title
- First Name
- Middle Name
- Last Name
- Suffix
- Date of Birth
- Common Name
- Official Name
- Preferred Contact Method
- E-mail
- Email Type
- Subscription Status
- Ignore Invalid Email
- Phone Number
- International Dialing Prefix
- Phone Type
- Phone Extension
- Is Preferred Phone
- Phone Opt-In Status
- Phone Number 2
- International Dialing Prefix 2
- Phone Type 2
- Phone Extension 2
- Is Preferred Phone 2
- Phone Opt-In Status 2
- Ignore Invalid Phones
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State or Province Code
- Postal Code
- Country Code
- Address Type
- Activist Codes
  Required
- Email Interests
- Note
  Required
- Note Category
  Required
- ContributionCopy
- Designation
  Required
- Date Received
  Required
- Amount
  Required
- Source Code
- Payment Method
  Required
- Status
  Required
- Financial Batch
- Direct Marketing Code
- Notes
- Online Reference Number
- External Contribution ID Type
- External Contribution ID
Action
Write
- Online Actions Form
  Required
Action
Write
- Search Keyword
  Required
Action
Search
- Search Keyword
  Required
- Batch Number
  Required
- Batch Name
- DesignationId
- Expected Contribution Count
- Expected Contribution Total Amount
Action
Search or write

- Primary Contact
  Required
Trigger
Polling
Try It
- Status
Trigger
Polling
Try It
- Status
Trigger
Polling
Try It
- Include Activities
- Include Budget
- Include Description
- Status
Trigger
Polling
Try It
- Customer Code
  Required
- CRM Sale code
- CRM Sale Name
- CRM Sale Scheme
  Required
- CRM Sales Scheme Phase
  Required
- CRM Sale source
- Product Group
- Employee number
- First name
- Infix
- Last Name
- Percentage of this sale
- Value of this sale
  Required
- Currency
  Required
- Expected sale date
  Required
- Description
Action
Write
- Name
  Required
- Code
  Required
- Customer Category
- Keywords
- Description
- KvK
- KvK City
- VAT/BTW
- Invoice Salutation
- Invoice Expiration Days
- IBAN
- Mobile Phone
- Fax
- Website
- Phone
- E-mail
- Billing E-mail
- Ledger Account
- Ledger Account Turnover
- Cost Center
- Cost Unit
- Invoice state
  Required
- Visiting Address
- Visiting Address City
- Visiting Address Country
- Visiting Address Postalcode
- Visiting Address Note
- Billing Address
- Billing Address City
- Billing Address Country
- Billing Address Postcode
- Billing Address Note
- Mailing Address
- Mailing Address City
- Mailing Address Country
- Mailing Address Postalcode
- Mailing Address Note
- Initials
- Fist Name
- Infix
- Last Name
- E-mailaddress
- Phone
- Gender
- Title
- Function
- Department
- Note
- Employee Number
- Show Custom Fields
Action
Write
- Name
- Code
- State
- Start Date
- End Date
- Label
- Classification
- Customer Code
- Department Name
- Ledger Account
- Cost Center
- Cost Unit
- Currency
  Required
- Main Project Code
- E-mail
- External Approval Report Comment
- External Approval Weekly
- External Approval Reminder Days
- External Approval Language Code
- Fist Name
- Last Name
- Infix
- Project Role Name
- Employee Number
- Name
  Required
- Start Date
- Description
- End Date
- Invoice state
  Required
- Exclude Approval
- Type
- Is Billable
- Ledger Account
- Cost Center
- Cost Unit
- Activity Specify
- Note Required
- Link Project Employee
- Show Custom Fields
- Budget Type
Action
Write
- Employee Number
- Day of Registrations
  Required
- Month
- Year of Registrations
  Required
- Project code or ID
- State of periode
  Required
Action
Write
- Number Registration
- Amount
  Required
- Fully Paid
  Required
- Currency
  Required
Action
Write
- Primary Contact
  Required
- Customer Name
- Contact Name
- Keyword
Action
Search
- CRM Sale code
- Customer Code
  Required
Action
Search
- CoC Number
Action
Search
- E-mail
Action
Search
- Number Registration
- Level of detail
Action
Search
- Code
  Required
Action
Search
- Code
  Required
- Level of detail
- Name
  Required
- Customer Category
- Keywords
- Description
- KvK
- KvK City
- VAT/BTW
- Invoice Salutation
- Invoice Expiration Days
- IBAN
- Mobile Phone
- Fax
- Website
- Phone
- E-mail
- Billing E-mail
- Ledger Account
- Ledger Account Turnover
- Cost Center
- Cost Unit
- Invoice state
  Required
- Visiting Address
- Visiting Address City
- Visiting Address Country
- Visiting Address Postalcode
- Visiting Address Note
- Billing Address
- Billing Address City
- Billing Address Country
- Billing Address Postcode
- Billing Address Note
- Mailing Address
- Mailing Address City
- Mailing Address Country
- Mailing Address Postalcode
- Mailing Address Note
- Initials
- Fist Name
- Infix
- Last Name
- E-mailaddress
- Phone
- Gender
- Title
- Function
- Department
- Note
- Employee Number
- Show Custom Fields
Action
Search or write
- VAT Number
- Name
  Required
- Code
  Required
- Customer Category
- Keywords
- Description
- KvK
- KvK City
- VAT/BTW
- Invoice Salutation
- Invoice Expiration Days
- IBAN
- Mobile Phone
- Fax
- Website
- Phone
- E-mail
- Billing E-mail
- Ledger Account
- Ledger Account Turnover
- Cost Center
- Cost Unit
- Invoice state
  Required
- Visiting Address
- Visiting Address City
- Visiting Address Country
- Visiting Address Postalcode
- Visiting Address Note
- Billing Address
- Billing Address City
- Billing Address Country
- Billing Address Postcode
- Billing Address Note
- Mailing Address
- Mailing Address City
- Mailing Address Country
- Mailing Address Postalcode
- Mailing Address Note
- Initials
- Fist Name
- Infix
- Last Name
- E-mailaddress
- Phone
- Gender
- Title
- Function
- Department
- Note
- Employee Number
- Show Custom Fields
Action
Search or write
- Code
  Required
- Name
- Code
- State
- Start Date
- End Date
- Label
- Classification
- Customer Code
- Department Name
- Ledger Account
- Cost Center
- Cost Unit
- Currency
  Required
- Main Project Code
- E-mail
- External Approval Report Comment
- External Approval Weekly
- External Approval Reminder Days
- External Approval Language Code
- Fist Name
- Last Name
- Infix
- Project Role Name
- Employee Number
- Name
  Required
- Start Date
- Description
- End Date
- Invoice state
  Required
- Exclude Approval
- Type
- Is Billable
- Ledger Account
- Cost Center
- Cost Unit
- Activity Specify
- Note Required
- Link Project Employee
- Show Custom Fields
- Budget Type
Action
Search or write
- VANID
- External ID Type
- External ID
- Activist Codes
  Required
- Survey Questions
Action
Write
- VANID
- External ID Type
- External ID
Action
Write
- VANID
- External ID Type
- External ID
- Note
  Required
- Note Category
  Required
Action
Write
- PersonIdCopy
- VANID
- External ID Type
- External ID
- Contact Mode
- Title
- First Name
- Middle Name
- Last Name
- Suffix
- Date of Birth
- Common Name
- Official Name
- Preferred Contact Method
- E-mail
- Email Type
- Subscription Status
- Ignore Invalid Email
- Phone Number
- International Dialing Prefix
- Phone Type
- Phone Extension
- Is Preferred Phone
- Phone Opt-In Status
- Phone Number 2
- International Dialing Prefix 2
- Phone Type 2
- Phone Extension 2
- Is Preferred Phone 2
- Phone Opt-In Status 2
- Ignore Invalid Phones
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State or Province Code
- Postal Code
- Country Code
- Address Type
- Activist Codes
  Required
- Email Interests
- Note
  Required
- Note Category
  Required
Action
Write
- Batch Number
  Required
- Batch Name
- DesignationId
- Expected Contribution Count
- Expected Contribution Total Amount
Action
Write
- VANID
- External ID Type
- External ID
- E-mail
- Email Type
- Subscription Status
- Activist Codes
  Required
Action
Write
- MinMatchReqCopy
- PersonIdCopy
- VANID
- External ID Type
- External ID
- Contact Mode
- Title
- First Name
- Middle Name
- Last Name
- Suffix
- Date of Birth
- Common Name
- Official Name
- E-mail
- Phone Number
- International Dialing Prefix
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State or Province Code
- Postal Code
- Country Code
- Level of detail
Action
Search

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Connect Yoobi and EveryAction to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Yoobi to EveryAction integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Yoobi

Yoobi is Cloud software for CRM, project management, time tracking, leave, expenses, planning and invoicing in one tool. Yoobi is used by companies of all sizes.

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About EveryAction

EveryAction provides nonprofits with customer relationship management, donor management, and fundraising software tools.

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