When client updated in PTminder, sync it to Referrizer.

When client information is updated in PTminder, sync the latest contact details to Referrizer to manage loyalty and referral programs.

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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.

Referrizer Explore Referrizer →

Triggers

New lead captured

Fires when a new lead or contact is captured in Referrizer.

Contact enters a workflow

Fires when a contact enters an automation in Referrizer.

Contact updated

Fires when a field on a contact changes in Referrizer.

Contact unsubscribed

Fires when a contact unsubscribes in Referrizer.

Actions

Create or update a contact

Creates or updates a contact in Referrizer.

Add a contact to a campaign

Adds a contact to a workflow or campaign in Referrizer.

Send a message

Sends an email or message to a contact via Referrizer.

Apply or remove a tag

Changes a contact's tags in Referrizer.

PTminder Explore PTminder →

Triggers

New booking made

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

Booking rescheduled or canceled

Fires when a booking in PTminder is changed or canceled.

New customer

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

Actions

Create a booking

Creates a new booking or appointment in PTminder.

Cancel or reschedule a booking

Cancels or moves a booking in PTminder.

Create or update a customer

Creates or updates a customer record in PTminder.

Add the booking to a calendar

Adds a booking from PTminder to a connected calendar.

Update contact tags when new appointments are booked When a client schedules a booking in PTminder, automatically create or update their record in Referrizer and apply a meeting tag. See details

Send automated follow-ups for canceled appointments When an appointment is canceled or rescheduled in PTminder, automatically send a message through Referrizer with rescheduling options. See details

Create booking profiles from new marketing leads When a new lead is captured in Referrizer, automatically set up a customer record in PTminder so they can book an introductory call. See details

See all Referrizer + PTminder integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “When client updated in PTminder, sync it to Referrizer.” between Referrizer and PTminder?

Yes — describe it in the box above and Knit's Integrations Agent researches Referrizer and PTminder'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.

What happens in Referrizer when a client schedules a call in PTminder?

When a booking is made in PTminder, the contact profile in Referrizer is automatically updated with meeting details and tagged for automated reminders.

Can new marketing leads automatically be prepared for scheduling?

Yes, capturing a new lead in Referrizer can automatically create or update a customer profile in PTminder so they are ready to select a time.