Create customer profiles from ad form leads

When a new lead submits their details in BrokerSpot, automatically create a customer record in Appointo so they are ready to book a slot.

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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.

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.

BrokerSpot Explore BrokerSpot →

Triggers

New lead from an ad

Fires when a new lead comes in from an ad campaign in BrokerSpot.

Conversion event received

Fires when BrokerSpot records a conversion or offline event.

Campaign published

Fires when a new ad or campaign goes live in BrokerSpot.

Actions

Send a conversion event

Sends an offline or server-side conversion event to BrokerSpot.

Add contact to an audience

Adds a contact to a custom audience or customer list in BrokerSpot.

Remove contact from an audience

Removes a contact from a custom audience in BrokerSpot.

Track conversion events when appointments are booked When a client schedules a new appointment in Appointo, send a conversion event to BrokerSpot so you can measure exact ad campaign ROI. See details

Exclude confirmed clients from ad campaigns When a new booking is confirmed in Appointo, automatically remove that client from prospective lead audiences in BrokerSpot. See details

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

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FAQ

Common questions

Can Knit build “Create customer profiles from ad form leads” between Appointo and BrokerSpot?

Yes — describe it in the box above and Knit's Integrations Agent researches Appointo and BrokerSpot'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.

What is the main benefit of connecting BrokerSpot to Appointo?

You can convert ad clicks into confirmed calendar appointments automatically and pass conversion data back to optimize ad spend.

Can booking cancellations update ad audiences in BrokerSpot?

Yes, when an appointment is canceled in Appointo, you can return that user to a remarketing audience in BrokerSpot to encourage re-booking.