Add booking clients to marketing email lists

When a new booking is made in Workiz, add or update the client as a subscriber in MailerCheck to enroll them in follow-up updates.

Try:

See all MailerCheck + Workiz 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.

MailerCheck Explore MailerCheck →

Triggers

New subscriber added

Fires when a new subscriber is added in MailerCheck.

Subscriber unsubscribed

Fires when a contact unsubscribes in MailerCheck.

Email opened or clicked

Fires when a subscriber opens or clicks a campaign in MailerCheck.

Actions

Add or update a subscriber

Creates or updates a subscriber in MailerCheck.

Unsubscribe a contact

Unsubscribes a contact in MailerCheck.

Add a subscriber to a list

Adds a subscriber to a list or segment in MailerCheck.

Send a transactional email

Sends a one-off transactional email via MailerCheck.

Workiz Explore Workiz →

Triggers

New booking made

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

Booking rescheduled or canceled

Fires when a booking in Workiz is changed or canceled.

New customer

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

Actions

Create a booking

Creates a new booking or appointment in Workiz.

Cancel or reschedule a booking

Cancels or moves a booking in Workiz.

Create or update a customer

Creates or updates a customer record in Workiz.

Add the booking to a calendar

Adds a booking from Workiz to a connected calendar.

Send updated appointment details via email When a client reschedules or cancels a booking in Workiz, send a transactional email through MailerCheck with revised meeting details. See details

Prepare booking records based on subscriber link clicks When a subscriber clicks a specific link in MailerCheck, update their customer record in Workiz to prepare for an upcoming booking call. See details

See all MailerCheck + Workiz integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Add booking clients to marketing email lists” between MailerCheck and Workiz?

Yes — describe it in the box above and Knit's Integrations Agent researches MailerCheck and Workiz'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 does linking MailerCheck and Workiz keep email lists up to date?

When clients make or modify bookings in Workiz, their contact details can be added or updated as subscribers in MailerCheck automatically.

Can email link clicks in MailerCheck prepare client records in Workiz?

Yes, when subscribers open links in MailerCheck, their customer profile in Workiz can be updated ahead of scheduled consultation calls.