Create onboarding task when client books a session

When a new booking is confirmed in Hiver bot, automatically create a preparation task in Things 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.

Things Explore Things →

Triggers

New task created

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

Task completed

Fires when a task in Things is marked complete.

Due date approaching

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

Comment added

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

Actions

Create task

Creates a new task in Things.

Update task

Updates a task's status or assignee in Things.

Add comment

Posts a comment on a task in Things.

Move task

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

Hiver bot Explore Hiver bot →

Triggers

New booking made

Fires when a new booking or appointment is made in Hiver bot.

Booking rescheduled or canceled

Fires when a booking in Hiver bot is changed or canceled.

New customer

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

Actions

Create a booking

Creates a new booking or appointment in Hiver bot.

Cancel or reschedule a booking

Cancels or moves a booking in Hiver bot.

Create or update a customer

Creates or updates a customer record in Hiver bot.

Add the booking to a calendar

Adds a booking from Hiver bot to a connected calendar.

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

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

See all Things + Hiver bot 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 Things and Hiver bot?

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

What happens in Hiver bot when project milestones or tasks change in Things?

You can set up workflows where completing preparation tasks in Things automatically creates or updates the customer booking calendar in Hiver bot.