Create customer profiles from incoming phone calls

When a new call or text arrives in ExpertTexting, automatically create or update a customer record in Bookly so scheduling details are ready to go.

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See all ExpertTexting + Bookly integrations or talk to a human

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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.

ExpertTexting Explore ExpertTexting →

Triggers

New inbound SMS

Fires when a new text message is received in ExpertTexting.

New call

Fires when a new call comes in or out through ExpertTexting.

Missed call

Fires when a call is missed in ExpertTexting.

Call recording ready

Fires when a call recording finishes processing in ExpertTexting.

Actions

Send an SMS or MMS

Sends a text message through ExpertTexting.

Place an outbound call

Starts an outbound call via ExpertTexting.

Create or update a contact

Creates or updates a contact in ExpertTexting.

Send a voice message

Sends a recorded voice message via ExpertTexting.

Bookly Explore Bookly →

Triggers

New booking made

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

Booking rescheduled or canceled

Fires when a booking in Bookly is changed or canceled.

New customer

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

Actions

Create a booking

Creates a new booking or appointment in Bookly.

Cancel or reschedule a booking

Cancels or moves a booking in Bookly.

Create or update a customer

Creates or updates a customer record in Bookly.

Add the booking to a calendar

Adds a booking from Bookly to a connected calendar.

Send text confirmation for new client appointments When a customer makes a new booking in Bookly, automatically send a personalized SMS confirmation from ExpertTexting to reduce no-shows. See details

Notify clients by SMS when appointments are rescheduled or canceled When an appointment status changes in Bookly, send an automated text message from ExpertTexting so the client is immediately updated. See details

See all ExpertTexting + Bookly integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Create customer profiles from incoming phone calls” between ExpertTexting and Bookly?

Yes — describe it in the box above and Knit's Integrations Agent researches ExpertTexting and Bookly'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 I send text message confirmations when an appointment is booked?

Yes, whenever a client completes a booking in Bookly, an automated SMS notification can be sent via ExpertTexting instantly.

What happens if a call is missed while managing client schedules?

You can set up a workflow where a missed call in ExpertTexting creates or updates a customer record in Bookly to follow up and schedule a call back.