Send intake questionnaires when appointments are scheduled
When a new customer books in TrekkSoft, add them as a respondent in Typeform so they receive a pre-meeting survey.
See all TrekkSoft + Typeform 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.
TrekkSoft Explore TrekkSoft →
TriggersFires when a new booking or appointment is made in TrekkSoft.
Fires when a booking in TrekkSoft is changed or canceled.
Fires when a new customer books for the first time in TrekkSoft.
Creates a new booking or appointment in TrekkSoft.
Cancels or moves a booking in TrekkSoft.
Creates or updates a customer record in TrekkSoft.
Adds a booking from TrekkSoft to a connected calendar.
Typeform Explore Typeform →
TriggersFires when a form is submitted in Typeform.
Fires when a respondent finishes a survey in Typeform.
Fires when an existing response is edited in Typeform.
Creates or updates a form or survey in Typeform.
Looks up a specific form response in Typeform.
Adds a respondent or contact to a form in Typeform.
More TrekkSoft + Typeform workflows
Schedule appointments directly from intake form submissions
When a user submits a qualifying response in Typeform, automatically create a booking in TrekkSoft with their submitted contact details.
See details
Update client records when survey responses change
When a client updates their survey details in Typeform, update their customer record in TrekkSoft so hosts have current information.
See details
See all TrekkSoft + Typeform integrations → · Browse the full workflow library →
Common questions
Can Knit build “Send intake questionnaires when appointments are scheduled” between TrekkSoft and Typeform?
Yes — describe it in the box above and Knit's Integrations Agent researches TrekkSoft and Typeform'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 linking Typeform and TrekkSoft streamline appointment booking?
When clients complete intake surveys in Typeform, their details are passed into TrekkSoft to automatically create appointment bookings.
Can new bookings in TrekkSoft send intake forms in Typeform?
Yes, booking a new meeting in TrekkSoft can add the client as a respondent in Typeform so intake forms go out ahead of time.