Schedule follow-up consultations when invoices are paid

When a payment is received in QuickBooks Online, automatically create a new booking or update the customer's profile in Rezdy so their next session is prepared.

Try:

See all Rezdy + QuickBooks Online integrations or talk to a human

Trusted by teams already building on Knit·

4.9/5 on G2·

Google for Startups Accelerator

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.

Rezdy Explore Rezdy →

Triggers

New booking made

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

Booking rescheduled or canceled

Fires when a booking in Rezdy is changed or canceled.

New customer

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

Actions

Create a booking

Creates a new booking or appointment in Rezdy.

Cancel or reschedule a booking

Cancels or moves a booking in Rezdy.

Create or update a customer

Creates or updates a customer record in Rezdy.

Add the booking to a calendar

Adds a booking from Rezdy to a connected calendar.

QuickBooks Online Explore QuickBooks Online →

Triggers

New invoice created

Fires when a new invoice is created in QuickBooks Online.

Payment received

Fires when a payment is recorded in QuickBooks Online.

Invoice overdue

Fires when an invoice in QuickBooks Online passes its due date unpaid.

Expense recorded

Fires when a new expense is recorded in QuickBooks Online.

Actions

Create invoice

Creates a new invoice in QuickBooks Online.

Record payment

Records a payment against an invoice in QuickBooks Online.

Create expense

Creates a new expense entry in QuickBooks Online.

Sync customer record

Syncs a customer's billing record in QuickBooks Online.

Generate invoices automatically when appointments are booked When a client books a session in Rezdy, automatically create a draft or ready-to-send invoice in QuickBooks Online to streamline your billing process. See details

Sync new appointment contacts directly to your accounting records When a new customer books for the first time in Rezdy, automatically sync their record into QuickBooks Online so financial history stays tied to the right profile. See details

See all Rezdy + QuickBooks Online integrations → · Browse the full workflow library →

Enterprise-grade security

Visit our Security Center Review the DPA

FAQ

Common questions

Can Knit build “Schedule follow-up consultations when invoices are paid” between Rezdy and QuickBooks Online?

Yes — describe it in the box above and Knit's Integrations Agent researches Rezdy and QuickBooks Online'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 an invoice be created automatically when an appointment is booked?

Yes, whenever a client schedules a paid session in Rezdy, a corresponding invoice can be generated automatically in QuickBooks Online.

How do customer records stay consistent between appointment booking and accounting?

When a new customer is added in Rezdy, their client profile automatically syncs over to QuickBooks Online for streamlined invoicing and record-keeping.