Log client notes when bookings change

When an appointment is rescheduled or canceled in ServGrow, instantly append a note with the updated details in DocMerger.

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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.

ServGrow Explore ServGrow →

Triggers

New booking made

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

Booking rescheduled or canceled

Fires when a booking in ServGrow is changed or canceled.

New customer

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

Actions

Create a booking

Creates a new booking or appointment in ServGrow.

Cancel or reschedule a booking

Cancels or moves a booking in ServGrow.

Create or update a customer

Creates or updates a customer record in ServGrow.

Add the booking to a calendar

Adds a booking from ServGrow to a connected calendar.

DocMerger Explore DocMerger →

Triggers

New note created

Fires when a new note or document is created in DocMerger.

Note updated

Fires when an existing note or document changes in DocMerger.

Document sent for signature

Fires when a document in DocMerger is sent out for signature.

Actions

Create a document from a template

Generates a new document in DocMerger from a saved template.

Create or append to a note

Creates a note in DocMerger or adds text to an existing one.

Convert a document to PDF

Converts a file in DocMerger to PDF.

Send a document for signature

Sends a document from DocMerger out for signature.

Generate meeting documents for new appointments Whenever a client schedules a session in ServGrow, automatically create a pre-filled client document from a template in DocMerger. See details

Schedule a follow-up session after document signing Once a client signs a contract in DocMerger, automatically create a booking in ServGrow to get their kickoff call on the calendar. See details

See all ServGrow + DocMerger integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Log client notes when bookings change” between ServGrow and DocMerger?

Yes — describe it in the box above and Knit's Integrations Agent researches ServGrow and DocMerger'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 connecting DocMerger and ServGrow help with client onboarding?

You can automatically generate tailored contracts or intake documents in DocMerger the moment a client books a session in ServGrow, saving time before every meeting.

Can booking changes in ServGrow update existing notes in DocMerger?

Yes, when a client reschedules or cancels in ServGrow, you can automatically update or append details to the client's record in DocMerger.