AdvicePay Appointo

AdvicePay + Appointo Integrations

Put AdvicePay + Appointo to work with AI and enterprise-grade automation

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

Sync new booking customers with store records When a new customer or booking is created in Appointo, send a custom API request to AdvicePay to establish their buyer profile. See details
Prepare booking slots for abandoned shopping carts When a cart is abandoned in AdvicePay, automatically create or update a customer profile in Appointo so support can schedule a sales consultation. See details
Process affiliate attribution upon booking cancellation When a booking is rescheduled or canceled in Appointo, make a custom API request to AdvicePay to adjust partner commission records. See details

Browse the full workflow library →

Looking to achieve something else with AdvicePay and Appointo?

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

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Triggers & actions for AdvicePay and Appointo

Everything AdvicePay and Appointo can do inside a workflow — the triggers that start one and the actions that run when it fires.

AdvicePay Explore AdvicePay →

AdvicePay is a billing and payment processing platform tailored specifically for fee-for-service financial planning advisors.

Triggers
Agreement Completed

Triggers when an eSign agreement is fully executed by all required signers.

Invoice Paid

Triggers when an invoice is paid.

Subscription Activated

Triggers when a subscription is initially activated.

Subscription Canceled

Triggers when a subscription is canceled.

Actions
Create Client

Creates a new client.

Create an Invoice

Creates a new invoice.

Create a Subscription

Creates a new subscription.

Get an Invoice by ID

Gets an invoice by its unique ID.

Get a Subscription by ID

Gets a subscription by its unique ID.

Get Invoices

Gets a list of invoices.

Appointo Explore Appointo →

Appointo is an online appointment booking and scheduling application for Shopify merchants to manage service bookings and appointments.

Triggers
Canceled Booking

Triggers when a booking is canceled.

New Booking

Triggers when a new booking is created.

Rescheduled Booking

Triggers when a booking is rescheduled.

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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.
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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

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FAQ

Common questions about AdvicePay + Appointo

Is there a pre-built AdvicePay + Appointo automation?

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

Does this require a pre-built AdvicePay or Appointo connector?

No. The Agent works whether or not AdvicePay or Appointo 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.

How do new booking clients get added as store contacts?

When a new booking or customer is recorded in Appointo, you can make a custom API request to AdvicePay to store their commerce account profile.

Can abandoned carts trigger follow-up booking consultations?

Yes, when a customer abandons a cart in AdvicePay, you can automatically create or update a customer record or prepare a booking link in Appointo.

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