TrueReview ServiceWorks

Update contact tags when new appointments are booked

When a client schedules a booking in ServiceWorks, automatically create or update their record in TrueReview and apply a meeting tag.

Try:

See all TrueReview + ServiceWorks 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.

TrueReview Explore TrueReview →

Triggers
New lead captured

Fires when a new lead or contact is captured in TrueReview.

Contact enters a workflow

Fires when a contact enters an automation in TrueReview.

Contact updated

Fires when a field on a contact changes in TrueReview.

Contact unsubscribed

Fires when a contact unsubscribes in TrueReview.

Actions
Create or update a contact

Creates or updates a contact in TrueReview.

Add a contact to a campaign

Adds a contact to a workflow or campaign in TrueReview.

Send a message

Sends an email or message to a contact via TrueReview.

Apply or remove a tag

Changes a contact's tags in TrueReview.

ServiceWorks Explore ServiceWorks →

Triggers
New booking made

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

Booking rescheduled or canceled

Fires when a booking in ServiceWorks is changed or canceled.

New customer

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

Actions
Create a booking

Creates a new booking or appointment in ServiceWorks.

Cancel or reschedule a booking

Cancels or moves a booking in ServiceWorks.

Create or update a customer

Creates or updates a customer record in ServiceWorks.

Add the booking to a calendar

Adds a booking from ServiceWorks to a connected calendar.

Send automated follow-ups for canceled appointments When an appointment is canceled or rescheduled in ServiceWorks, automatically send a message through TrueReview with rescheduling options. See details
Create booking profiles from new marketing leads When a new lead is captured in TrueReview, automatically set up a customer record in ServiceWorks so they can book an introductory call. See details

See all TrueReview + ServiceWorks integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Update contact tags when new appointments are booked” between TrueReview and ServiceWorks?

Yes — describe it in the box above and Knit's Integrations Agent researches TrueReview and ServiceWorks'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.

What happens in TrueReview when a client schedules a call in ServiceWorks?

When a booking is made in ServiceWorks, the contact profile in TrueReview is automatically updated with meeting details and tagged for automated reminders.

Can new marketing leads automatically be prepared for scheduling?

Yes, capturing a new lead in TrueReview can automatically create or update a customer profile in ServiceWorks so they are ready to select a time.

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