Create onboarding task when client books a session

When a new booking is confirmed in Pensight, automatically create a preparation task in Captivate so team members can prepare required resources.

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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.

Pensight Explore Pensight →

Triggers

New booking made

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

Booking rescheduled or canceled

Fires when a booking in Pensight is changed or canceled.

New customer

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

Actions

Create a booking

Creates a new booking or appointment in Pensight.

Cancel or reschedule a booking

Cancels or moves a booking in Pensight.

Create or update a customer

Creates or updates a customer record in Pensight.

Add the booking to a calendar

Adds a booking from Pensight to a connected calendar.

Captivate Explore Captivate →

Triggers

New task created

Fires when a new task or card is created in Captivate.

Task completed

Fires when a task in Captivate is marked complete.

Due date approaching

Fires when a task's due date in Captivate is coming up.

Comment added

Fires when a comment is added to a task in Captivate.

Actions

Create task

Creates a new task in Captivate.

Update task

Updates a task's status or assignee in Captivate.

Add comment

Posts a comment on a task in Captivate.

Move task

Moves a task in Captivate to a different board or list.

Update task status when booking is canceled or rescheduled If an appointment is rescheduled or canceled in Pensight, automatically update or move the corresponding task in Captivate to keep project boards accurate. See details

Schedule customer follow-up call upon task completion When a project task is marked complete in Captivate, automatically create a booking in Pensight to schedule a client review meeting. See details

See all Pensight + Captivate integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Create onboarding task when client books a session” between Pensight and Captivate?

Yes — describe it in the box above and Knit's Integrations Agent researches Pensight and Captivate'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 can appointment bookings create project tasks automatically?

Whenever a client schedules a session in Pensight, a corresponding task is generated in Captivate with all relevant appointment details for your team to prepare.

What happens in Pensight when project milestones or tasks change in Captivate?

You can set up workflows where completing preparation tasks in Captivate automatically creates or updates the customer booking calendar in Pensight.