Schedule sales calls for newly qualified leads

When a deal stage changes in Ricochet - Speed to Contact, automatically create a booking in Jobber to block off time for a demonstration.

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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.

Ricochet - Speed to Contact Explore Ricochet - Speed to Contact →

Triggers

New contact or lead

Fires when a new contact or lead is added to Ricochet - Speed to Contact.

Contact updated

Fires when a field on a contact changes in Ricochet - Speed to Contact.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Ricochet - Speed to Contact.

Deal won

Fires when a deal is marked won in Ricochet - Speed to Contact.

Actions

Create or update contact

Creates or updates a contact in Ricochet - Speed to Contact.

Create deal

Creates a new deal in Ricochet - Speed to Contact.

Update record stage

Moves a deal or record to a new stage in Ricochet - Speed to Contact.

Log activity

Logs a call, email, or note against a record in Ricochet - Speed to Contact.

Jobber Explore Jobber →

Triggers

New booking made

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

Booking rescheduled or canceled

Fires when a booking in Jobber is changed or canceled.

New customer

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

Actions

Create a booking

Creates a new booking or appointment in Jobber.

Cancel or reschedule a booking

Cancels or moves a booking in Jobber.

Create or update a customer

Creates or updates a customer record in Jobber.

Add the booking to a calendar

Adds a booking from Jobber to a connected calendar.

Create CRM contacts from new bookings When a customer makes a new booking in Jobber, automatically create or update their contact record in Ricochet - Speed to Contact. See details

Log booking cancellations directly in CRM When a booking is rescheduled or canceled in Jobber, automatically update the deal stage or log an activity in Ricochet - Speed to Contact. See details

See all Ricochet - Speed to Contact + Jobber integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Schedule sales calls for newly qualified leads” between Ricochet - Speed to Contact and Jobber?

Yes — describe it in the box above and Knit's Integrations Agent researches Ricochet - Speed to Contact and Jobber'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 do Ricochet - Speed to Contact and Jobber keep contact information synchronized?

When a new appointment is booked in Jobber, customer details automatically sync to create or update lead records inside Ricochet - Speed to Contact.

Can booking changes automatically update my pipeline in Ricochet - Speed to Contact?

Yes, when meetings are booked or updated in Jobber, relevant deal stages or activity logs in Ricochet - Speed to Contact update instantly.