Sync new customer profiles with client billing lists

When a new customer books a session in Setmore Appointments, automatically set up a matching client record in YoCo Board to streamline future invoicing.

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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.

YoCo Board Explore YoCo Board →

Triggers

New client added

Fires when a new client is added in YoCo Board.

New project created

Fires when a new project is created in YoCo Board.

New time entry logged

Fires when a new time entry is logged in YoCo Board.

Timer started

Fires when a timer is started in YoCo Board.

Actions

Create client

Creates a new client in YoCo Board.

Create project

Creates a new project in YoCo Board.

Create time entry

Logs a new time entry in YoCo Board.

Start timer

Starts a timer in YoCo Board.

Reserve billable time entries for new appointments When a client books a session in Setmore Appointments, automatically record a planned time entry in YoCo Board to keep team schedules accurately synchronized. See details

Schedule onboarding bookings from newly opened projects When a project is created in YoCo Board, create a booking link in Setmore Appointments so stakeholders can immediately schedule project kickoff sessions. See details

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

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FAQ

Common questions

Can Knit build “Sync new customer profiles with client billing lists” between Setmore Appointments and YoCo Board?

Yes — describe it in the box above and Knit's Integrations Agent researches Setmore Appointments and YoCo Board'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.

Can appointments automatically reserve billable hours in time tracking software?

Yes, when a customer schedules a session in Setmore Appointments, a matching time entry or project allocation is created in YoCo Board to reflect planned work hours.

What happens when new clients book services online?

When a customer books for the first time in Setmore Appointments, their profile details are synced to YoCo Board to instantly create a new client record for accurate invoicing.