Create onboarding task when client books a session

When a new booking is confirmed in Lodgify, automatically create a preparation task in Approval Donkey so team members can prepare required resources.

Try:

See all Approval Donkey + Lodgify integrations or talk to a human

Trusted by teams already building on Knit·

4.9/5 on G2·

Google for Startups Accelerator

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.

Approval Donkey Explore Approval Donkey →

Triggers

New task created

Fires when a new task, job or item is created in Approval Donkey.

Task completed

Fires when a task in Approval Donkey is marked complete.

Due date approaching

Fires when a task's due date in Approval Donkey is coming up.

Status changed

Fires when a task, job or project changes status in Approval Donkey.

Actions

Create task

Creates a new task, job or item in Approval Donkey.

Update task

Updates a task's status or assignee in Approval Donkey.

Add comment

Posts a comment on a task in Approval Donkey.

Assign task

Assigns a task in Approval Donkey to a team member.

Lodgify Explore Lodgify →

Triggers

New booking made

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

Booking rescheduled or canceled

Fires when a booking in Lodgify is changed or canceled.

New customer

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

Actions

Create a booking

Creates a new booking or appointment in Lodgify.

Cancel or reschedule a booking

Cancels or moves a booking in Lodgify.

Create or update a customer

Creates or updates a customer record in Lodgify.

Add the booking to a calendar

Adds a booking from Lodgify to a connected calendar.

Update task status when booking is canceled or rescheduled If an appointment is rescheduled or canceled in Lodgify, automatically update or move the corresponding task in Approval Donkey to keep project boards accurate. See details

Schedule customer follow-up call upon task completion When a project task is marked complete in Approval Donkey, automatically create a booking in Lodgify to schedule a client review meeting. See details

See all Approval Donkey + Lodgify integrations → · Browse the full workflow library →

Enterprise-grade security

Visit our Security Center Review the DPA

FAQ

Common questions

Can Knit build “Create onboarding task when client books a session” between Approval Donkey and Lodgify?

Yes — describe it in the box above and Knit's Integrations Agent researches Approval Donkey and Lodgify'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.

How can appointment bookings create project tasks automatically?

Whenever a client schedules a session in Lodgify, a corresponding task is generated in Approval Donkey with all relevant appointment details for your team to prepare.

What happens in Lodgify when project milestones or tasks change in Approval Donkey?

You can set up workflows where completing preparation tasks in Approval Donkey automatically creates or updates the customer booking calendar in Lodgify.