Create customer profiles from incoming phone calls

When a new call or text arrives in BulkSMS.com, automatically create or update a customer record in Planado so scheduling details are ready to go.

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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.

Planado Explore Planado →

Triggers

New booking made

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

Booking rescheduled or canceled

Fires when a booking in Planado is changed or canceled.

New customer

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

Actions

Create a booking

Creates a new booking or appointment in Planado.

Cancel or reschedule a booking

Cancels or moves a booking in Planado.

Create or update a customer

Creates or updates a customer record in Planado.

Add the booking to a calendar

Adds a booking from Planado to a connected calendar.

BulkSMS.com Explore BulkSMS.com →

Triggers

New inbound SMS

Fires when a new text message is received in BulkSMS.com.

New call

Fires when a new call comes in or out through BulkSMS.com.

Missed call

Fires when a call is missed in BulkSMS.com.

Call recording ready

Fires when a call recording finishes processing in BulkSMS.com.

Actions

Send an SMS or MMS

Sends a text message through BulkSMS.com.

Place an outbound call

Starts an outbound call via BulkSMS.com.

Create or update a contact

Creates or updates a contact in BulkSMS.com.

Send a voice message

Sends a recorded voice message via BulkSMS.com.

Send text confirmation for new client appointments When a customer makes a new booking in Planado, automatically send a personalized SMS confirmation from BulkSMS.com to reduce no-shows. See details

Notify clients by SMS when appointments are rescheduled or canceled When an appointment status changes in Planado, send an automated text message from BulkSMS.com so the client is immediately updated. See details

See all Planado + BulkSMS.com integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Create customer profiles from incoming phone calls” between Planado and BulkSMS.com?

Yes — describe it in the box above and Knit's Integrations Agent researches Planado and BulkSMS.com'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.

Can I send text message confirmations when an appointment is booked?

Yes, whenever a client completes a booking in Planado, an automated SMS notification can be sent via BulkSMS.com instantly.

What happens if a call is missed while managing client schedules?

You can set up a workflow where a missed call in BulkSMS.com creates or updates a customer record in Planado to follow up and schedule a call back.