Generate invoices automatically when appointments are booked

When a client books a session in Appointo, automatically create a draft or ready-to-send invoice in Aero Workflow to streamline your billing process.

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Aero Workflow Explore Aero Workflow →

Triggers

New invoice created

Fires when a new invoice is created in Aero Workflow.

Payment received

Fires when a payment is recorded in Aero Workflow.

Invoice overdue

Fires when an invoice in Aero Workflow passes its due date unpaid.

Expense recorded

Fires when a new expense is recorded in Aero Workflow.

Actions

Create invoice

Creates a new invoice in Aero Workflow.

Record payment

Records a payment against an invoice in Aero Workflow.

Create expense

Creates a new expense entry in Aero Workflow.

Sync customer record

Syncs a customer's billing record in Aero Workflow.

Appointo Explore Appointo →

Triggers

New booking made

Fires when a new booking or appointment is made in Appointo.

Booking rescheduled or canceled

Fires when a booking in Appointo is changed or canceled.

New customer

Fires when a new customer books for the first time in Appointo.

Actions

Create a booking

Creates a new booking or appointment in Appointo.

Cancel or reschedule a booking

Cancels or moves a booking in Appointo.

Create or update a customer

Creates or updates a customer record in Appointo.

Add the booking to a calendar

Adds a booking from Appointo to a connected calendar.

Schedule follow-up consultations when invoices are paid When a payment is received in Aero Workflow, automatically create a new booking or update the customer's profile in Appointo so their next session is prepared. See details

Sync new appointment contacts directly to your accounting records When a new customer books for the first time in Appointo, automatically sync their record into Aero Workflow so financial history stays tied to the right profile. See details

See all Aero Workflow + Appointo integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Generate invoices automatically when appointments are booked” between Aero Workflow and Appointo?

Yes — describe it in the box above and Knit's Integrations Agent researches Aero Workflow and Appointo's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can an invoice be created automatically when an appointment is booked?

Yes, whenever a client schedules a paid session in Appointo, a corresponding invoice can be generated automatically in Aero Workflow.

How do customer records stay consistent between appointment booking and accounting?

When a new customer is added in Appointo, their client profile automatically syncs over to Aero Workflow for streamlined invoicing and record-keeping.