Update customer profiles when appointment notes are finalized

When a document is published from a flow in Surfer, Timekit automatically creates or updates the corresponding customer record.

Try:

See all Surfer + Timekit integrations or talk to a human

Trusted by teams already building on Knit·

4.9/5 on G2·

Google for Startups Accelerator

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.

Surfer Explore Surfer →

Triggers

New content generated

Fires when Surfer finishes generating a draft, image, or video.

Render finished

Fires when a video or asset render completes in Surfer.

Document published from a flow

Fires when Surfer publishes a document from a workflow.

Actions

Generate content from a prompt

Sends a prompt to Surfer and returns the generated text, image or video.

Render from a template

Renders a video or asset from a saved template in Surfer.

Summarize a block of text

Uses Surfer to summarize longer text.

Create or update a document

Writes generated content to a document in Surfer.

Timekit Explore Timekit →

Triggers

New booking made

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

Booking rescheduled or canceled

Fires when a booking in Timekit is changed or canceled.

New customer

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

Actions

Create a booking

Creates a new booking or appointment in Timekit.

Cancel or reschedule a booking

Cancels or moves a booking in Timekit.

Create or update a customer

Creates or updates a customer record in Timekit.

Add the booking to a calendar

Adds a booking from Timekit to a connected calendar.

Generate a pre-meeting summary for new appointments When a new booking is made in Timekit, Surfer automatically generates a draft brief from a prompt so you are fully prepared for your call. See details

Create client preparation materials for new sign-ups When a new customer registers in Timekit, Surfer renders a personalized welcome document from a template. See details

See all Surfer + Timekit integrations → · Browse the full workflow library →

Enterprise-grade security

Visit our Security Center Review the DPA

FAQ

Common questions

Can Knit build “Update customer profiles when appointment notes are finalized” between Surfer and Timekit?

Yes — describe it in the box above and Knit's Integrations Agent researches Surfer and Timekit'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 integrating Surfer with Timekit improve the appointment booking process?

It automatically generates customized preparation documents or post-meeting summaries as clients schedule appointments, saving host prep time and improving client experience.

Can Surfer automatically create client records in Timekit?

Yes, when new content or documentation is published in Surfer, customer profiles can be created or updated directly in Timekit.