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