Schedule customer follow-up call upon task completion

When a project task is marked complete in Projul, automatically create a booking in Setmore Appointments to schedule a client review meeting.

Try:

See all Setmore Appointments + Projul 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.

Setmore Appointments Explore Setmore Appointments →

Triggers

New booking made

Fires when a new booking or appointment is made in Setmore Appointments.

Booking rescheduled or canceled

Fires when a booking in Setmore Appointments is changed or canceled.

New customer

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

Actions

Create a booking

Creates a new booking or appointment in Setmore Appointments.

Cancel or reschedule a booking

Cancels or moves a booking in Setmore Appointments.

Create or update a customer

Creates or updates a customer record in Setmore Appointments.

Add the booking to a calendar

Adds a booking from Setmore Appointments to a connected calendar.

Projul Explore Projul →

Triggers

New task created

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

Task completed

Fires when a task in Projul is marked complete.

Due date approaching

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

Status changed

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

Actions

Create task

Creates a new task, job or item in Projul.

Update task

Updates a task's status or assignee in Projul.

Add comment

Posts a comment on a task in Projul.

Assign task

Assigns a task in Projul to a team member.

Create onboarding task when client books a session When a new booking is confirmed in Setmore Appointments, automatically create a preparation task in Projul so team members can prepare required resources. See details

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

See all Setmore Appointments + Projul integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Schedule customer follow-up call upon task completion” between Setmore Appointments and Projul?

Yes — describe it in the box above and Knit's Integrations Agent researches Setmore Appointments and Projul'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 Setmore Appointments, a corresponding task is generated in Projul with all relevant appointment details for your team to prepare.

What happens in Setmore Appointments when project milestones or tasks change in Projul?

You can set up workflows where completing preparation tasks in Projul automatically creates or updates the customer booking calendar in Setmore Appointments.