Create customer records when chat support is handed off

When a conversation is handed off in aperfectstay, automatically create or update a customer record in OwnerRez to prepare for their upcoming meeting.

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See all OwnerRez + aperfectstay 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.

OwnerRez Explore OwnerRez →

Triggers

New booking made

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

Booking rescheduled or canceled

Fires when a booking in OwnerRez is changed or canceled.

New customer

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

Actions

Create a booking

Creates a new booking or appointment in OwnerRez.

Cancel or reschedule a booking

Cancels or moves a booking in OwnerRez.

Create or update a customer

Creates or updates a customer record in OwnerRez.

Add the booking to a calendar

Adds a booking from OwnerRez to a connected calendar.

aperfectstay Explore aperfectstay →

Triggers

New conversation started

Fires when a new chat or conversation begins in aperfectstay.

Lead captured in chat

Fires when aperfectstay captures a lead during a conversation.

Conversation handed off

Fires when aperfectstay escalates a conversation to a human.

Actions

Send a message

Sends a message to a user through aperfectstay.

Generate an answer

Asks aperfectstay a question against its knowledge base and returns the answer.

Summarize a conversation

Uses aperfectstay to summarize a chat transcript.

Create a ticket from a chat

Opens a support ticket from an aperfectstay conversation.

Create customer bookings directly from chatbot conversations When a lead is captured in chat by aperfectstay, automatically create a booking in OwnerRez to reserve a consultation slot without agent intervention. See details

Send confirmation messages in chat after new bookings When a new booking is made in OwnerRez, automatically send a message in aperfectstay to confirm appointment details with the visitor. See details

See all OwnerRez + aperfectstay integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Create customer records when chat support is handed off” between OwnerRez and aperfectstay?

Yes — describe it in the box above and Knit's Integrations Agent researches OwnerRez and aperfectstay'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 do AI chatbots work with online booking systems?

Integrating aperfectstay with OwnerRez allows virtual assistants to engage website leads and immediately book calendar slots or register customer details.

Can a chatbot follow up with users after they book an appointment?

Yes, when a booking is made in OwnerRez, aperfectstay can send a follow-up chat message with confirmation details.