Create customer profiles from shared files

When a team member uploads client information in WhatsApp Notifications, automatically create or update the corresponding customer profile in OwnerRez.

Try:

See all OwnerRez + WhatsApp Notifications 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.

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.

WhatsApp Notifications Explore WhatsApp Notifications →

Triggers

New message posted

Fires when a new message is posted to a channel in WhatsApp Notifications.

New channel created

Fires when a new channel is created in WhatsApp Notifications.

Mentioned in a message

Fires when your team or a keyword is mentioned in WhatsApp Notifications.

New file shared

Fires when a new file is shared in WhatsApp Notifications.

Actions

Send channel message

Posts a message to a channel in WhatsApp Notifications.

Send direct message

Sends a direct message to a specific person in WhatsApp Notifications.

Add reaction

Reacts to a message in WhatsApp Notifications.

Invite user to channel

Adds a user to a channel in WhatsApp Notifications.

Announce new client bookings in team chat Whenever a client schedules an appointment in OwnerRez, post a channel message in WhatsApp Notifications so the team can prepare. See details

Update team channels when appointments are canceled or rescheduled When a customer reschedules or cancels a booking in OwnerRez, send a direct message in WhatsApp Notifications to notify the assigned staff member. See details

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

Enterprise-grade security

Visit our Security Center Review the DPA

FAQ

Common questions

Can Knit build “Create customer profiles from shared files” between OwnerRez and WhatsApp Notifications?

Yes — describe it in the box above and Knit's Integrations Agent researches OwnerRez and WhatsApp Notifications'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 integration between WhatsApp Notifications and OwnerRez keep my team organized?

Real-time announcements for new, rescheduled, or canceled appointments appear instantly in WhatsApp Notifications, ensuring staff are prepared without constantly monitoring calendar tools.

Can chat activities in WhatsApp Notifications manage customer profiles?

Yes, when new files or customer details are shared in WhatsApp Notifications, you can automatically create or update customer records in OwnerRez.