Create onboarding task when client books a session

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

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See all TidyCal + SUMIT 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.

TidyCal Explore TidyCal →

Triggers

New booking made

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

Booking rescheduled or canceled

Fires when a booking in TidyCal is changed or canceled.

New customer

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

Actions

Create a booking

Creates a new booking or appointment in TidyCal.

Cancel or reschedule a booking

Cancels or moves a booking in TidyCal.

Create or update a customer

Creates or updates a customer record in TidyCal.

Add the booking to a calendar

Adds a booking from TidyCal to a connected calendar.

SUMIT Explore SUMIT →

Triggers

New task created

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

Task completed

Fires when a task in SUMIT is marked complete.

Due date approaching

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

Status changed

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

Actions

Create task

Creates a new task, job or item in SUMIT.

Update task

Updates a task's status or assignee in SUMIT.

Add comment

Posts a comment on a task in SUMIT.

Assign task

Assigns a task in SUMIT to a team member.

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

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

See all TidyCal + SUMIT 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 TidyCal and SUMIT?

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

What happens in TidyCal when project milestones or tasks change in SUMIT?

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