Create onboarding task when client books a session

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

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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.

SortScape Explore SortScape →

Triggers

New booking made

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

Booking rescheduled or canceled

Fires when a booking in SortScape is changed or canceled.

New customer

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

Actions

Create a booking

Creates a new booking or appointment in SortScape.

Cancel or reschedule a booking

Cancels or moves a booking in SortScape.

Create or update a customer

Creates or updates a customer record in SortScape.

Add the booking to a calendar

Adds a booking from SortScape to a connected calendar.

Mitti Explore Mitti →

Triggers

New task created

Fires when a new task or card is created in Mitti.

Task completed

Fires when a task in Mitti is marked complete.

Due date approaching

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

Comment added

Fires when a comment is added to a task in Mitti.

Actions

Create task

Creates a new task in Mitti.

Update task

Updates a task's status or assignee in Mitti.

Add comment

Posts a comment on a task in Mitti.

Move task

Moves a task in Mitti to a different board or list.

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

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

See all SortScape + Mitti 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 SortScape and Mitti?

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

What happens in SortScape when project milestones or tasks change in Mitti?

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