Update customer records in your scheduling system upon file upload
When a client uploads a required document to DocuSoft, automatically update their customer profile in Practice Better.
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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.
Practice Better Explore Practice Better →
TriggersFires when a new booking or appointment is made in Practice Better.
Fires when a booking in Practice Better is changed or canceled.
Fires when a new customer books for the first time in Practice Better.
Creates a new booking or appointment in Practice Better.
Cancels or moves a booking in Practice Better.
Creates or updates a customer record in Practice Better.
Adds a booking from Practice Better to a connected calendar.
DocuSoft Explore DocuSoft →
TriggersFires when a new file is uploaded to DocuSoft.
Fires when a file in DocuSoft is shared with someone new.
Fires when a folder's contents change in DocuSoft.
Uploads a file to DocuSoft.
Creates a new folder in DocuSoft.
Shares a file from DocuSoft with a link or user.
More Practice Better + DocuSoft workflows
Generate client folders automatically for new bookings
When a customer makes a new booking in Practice Better, create a designated folder in DocuSoft so onboarding materials are ready.
See details
Share document folders with clients when bookings are confirmed
When a new booking is created in Practice Better, share the relevant document folder in DocuSoft with the customer.
See details
See all Practice Better + DocuSoft integrations → · Browse the full workflow library →
Common questions
Can Knit build “Update customer records in your scheduling system upon file upload” between Practice Better and DocuSoft?
Yes — describe it in the box above and Knit's Integrations Agent researches Practice Better and DocuSoft'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 client folders in DocuSoft be created automatically when an appointment is booked in Practice Better?
Yes, new bookings in Practice Better can instantly create designated client folders in DocuSoft to store all relevant project documents.
How can file uploads in DocuSoft manage customer scheduling in Practice Better?
Uploading required documents to DocuSoft can automatically create or update customer profiles in Practice Better to prepare them for booking.