Send intake questionnaires when appointments are scheduled
When a new customer books in SavvyCal, add them as a respondent in DecisionVault so they receive a pre-meeting survey.
See all SavvyCal + DecisionVault integrations or talk to a human
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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.
SavvyCal Explore SavvyCal →
TriggersFires when a new booking or appointment is made in SavvyCal.
Fires when a booking in SavvyCal is changed or canceled.
Fires when a new customer books for the first time in SavvyCal.
Creates a new booking or appointment in SavvyCal.
Cancels or moves a booking in SavvyCal.
Creates or updates a customer record in SavvyCal.
Adds a booking from SavvyCal to a connected calendar.
DecisionVault Explore DecisionVault →
TriggersFires when a form is submitted in DecisionVault.
Fires when a respondent finishes a survey in DecisionVault.
Fires when an existing response is edited in DecisionVault.
Creates or updates a form or survey in DecisionVault.
Looks up a specific form response in DecisionVault.
Adds a respondent or contact to a form in DecisionVault.
More SavvyCal + DecisionVault workflows
Schedule appointments directly from intake form submissions
When a user submits a qualifying response in DecisionVault, automatically create a booking in SavvyCal with their submitted contact details.
See details
Update client records when survey responses change
When a client updates their survey details in DecisionVault, update their customer record in SavvyCal so hosts have current information.
See details
See all SavvyCal + DecisionVault integrations → · Browse the full workflow library →
Common questions
Can Knit build “Send intake questionnaires when appointments are scheduled” between SavvyCal and DecisionVault?
Yes — describe it in the box above and Knit's Integrations Agent researches SavvyCal and DecisionVault'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 does linking DecisionVault and SavvyCal streamline appointment booking?
When clients complete intake surveys in DecisionVault, their details are passed into SavvyCal to automatically create appointment bookings.
Can new bookings in SavvyCal send intake forms in DecisionVault?
Yes, booking a new meeting in SavvyCal can add the client as a respondent in DecisionVault so intake forms go out ahead of time.