Create onboarding task when client books a session

When a new booking is confirmed in Dispatch, automatically create a preparation task in PEP Cloud 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.

PEP Cloud Explore PEP Cloud →

Triggers

New task created

Fires when a new task or card is created in PEP Cloud.

Task completed

Fires when a task in PEP Cloud is marked complete.

Due date approaching

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

Comment added

Fires when a comment is added to a task in PEP Cloud.

Actions

Create task

Creates a new task in PEP Cloud.

Update task

Updates a task's status or assignee in PEP Cloud.

Add comment

Posts a comment on a task in PEP Cloud.

Move task

Moves a task in PEP Cloud to a different board or list.

Dispatch Explore Dispatch →

Triggers

New booking made

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

Booking rescheduled or canceled

Fires when a booking in Dispatch is changed or canceled.

New customer

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

Actions

Create a booking

Creates a new booking or appointment in Dispatch.

Cancel or reschedule a booking

Cancels or moves a booking in Dispatch.

Create or update a customer

Creates or updates a customer record in Dispatch.

Add the booking to a calendar

Adds a booking from Dispatch to a connected calendar.

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

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

See all PEP Cloud + Dispatch integrations → · Browse the full workflow library →

Enterprise-grade security

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FAQ

Common questions

Can Knit build “Create onboarding task when client books a session” between PEP Cloud and Dispatch?

Yes — describe it in the box above and Knit's Integrations Agent researches PEP Cloud and Dispatch'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 Dispatch, a corresponding task is generated in PEP Cloud with all relevant appointment details for your team to prepare.

What happens in Dispatch when project milestones or tasks change in PEP Cloud?

You can set up workflows where completing preparation tasks in PEP Cloud automatically creates or updates the customer booking calendar in Dispatch.