Create onboarding task when client books a session

When a new booking is confirmed in ServiceTrade, automatically create a preparation task in Simpro so team members can prepare required resources.

Try:

See all ServiceTrade + Simpro 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.

ServiceTrade Explore ServiceTrade →

Triggers

New booking made

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

Booking rescheduled or canceled

Fires when a booking in ServiceTrade is changed or canceled.

New customer

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

Actions

Create a booking

Creates a new booking or appointment in ServiceTrade.

Cancel or reschedule a booking

Cancels or moves a booking in ServiceTrade.

Create or update a customer

Creates or updates a customer record in ServiceTrade.

Add the booking to a calendar

Adds a booking from ServiceTrade to a connected calendar.

Simpro Explore Simpro →

Triggers

New task created

Fires when a new task, job or item is created in Simpro.

Task completed

Fires when a task in Simpro is marked complete.

Due date approaching

Fires when a task's due date in Simpro is coming up.

Status changed

Fires when a task, job or project changes status in Simpro.

Actions

Create task

Creates a new task, job or item in Simpro.

Update task

Updates a task's status or assignee in Simpro.

Add comment

Posts a comment on a task in Simpro.

Assign task

Assigns a task in Simpro to a team member.

Update task status when booking is canceled or rescheduled If an appointment is rescheduled or canceled in ServiceTrade, automatically update or move the corresponding task in Simpro to keep project boards accurate. See details

Schedule customer follow-up call upon task completion When a project task is marked complete in Simpro, automatically create a booking in ServiceTrade to schedule a client review meeting. See details

See all ServiceTrade + Simpro integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Create onboarding task when client books a session” between ServiceTrade and Simpro?

Yes — describe it in the box above and Knit's Integrations Agent researches ServiceTrade and Simpro'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 can appointment bookings create project tasks automatically?

Whenever a client schedules a session in ServiceTrade, a corresponding task is generated in Simpro with all relevant appointment details for your team to prepare.

What happens in ServiceTrade when project milestones or tasks change in Simpro?

You can set up workflows where completing preparation tasks in Simpro automatically creates or updates the customer booking calendar in ServiceTrade.