Send intake questionnaires when appointments are scheduled
When a new customer books in Calendly, add them as a respondent in Otter Waiver so they receive a pre-meeting survey.
See all Otter Waiver + Calendly 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.
Otter Waiver Explore Otter Waiver →
TriggersFires when a form is submitted in Otter Waiver.
Fires when a respondent finishes a survey in Otter Waiver.
Fires when an existing response is edited in Otter Waiver.
Creates or updates a form or survey in Otter Waiver.
Looks up a specific form response in Otter Waiver.
Adds a respondent or contact to a form in Otter Waiver.
Calendly Explore Calendly →
TriggersFires when a new booking or appointment is made in Calendly.
Fires when a booking in Calendly is changed or canceled.
Fires when a new customer books for the first time in Calendly.
Creates a new booking or appointment in Calendly.
Cancels or moves a booking in Calendly.
Creates or updates a customer record in Calendly.
Adds a booking from Calendly to a connected calendar.
More Otter Waiver + Calendly workflows
Schedule appointments directly from intake form submissions
When a user submits a qualifying response in Otter Waiver, automatically create a booking in Calendly with their submitted contact details.
See details
Update client records when survey responses change
When a client updates their survey details in Otter Waiver, update their customer record in Calendly so hosts have current information.
See details
See all Otter Waiver + Calendly integrations → · Browse the full workflow library →
Common questions
Can Knit build “Send intake questionnaires when appointments are scheduled” between Otter Waiver and Calendly?
Yes — describe it in the box above and Knit's Integrations Agent researches Otter Waiver and Calendly'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 Otter Waiver and Calendly streamline appointment booking?
When clients complete intake surveys in Otter Waiver, their details are passed into Calendly to automatically create appointment bookings.
Can new bookings in Calendly send intake forms in Otter Waiver?
Yes, booking a new meeting in Calendly can add the client as a respondent in Otter Waiver so intake forms go out ahead of time.