Send intake questionnaires when appointments are scheduled

When a new customer books in Upper Route Planner, add them as a respondent in Google Forms (Legacy) so they receive a pre-meeting survey.

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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.

Upper Route Planner Explore Upper Route Planner →

Triggers

New booking made

Fires when a new booking or appointment is made in Upper Route Planner.

Booking rescheduled or canceled

Fires when a booking in Upper Route Planner is changed or canceled.

New customer

Fires when a new customer books for the first time in Upper Route Planner.

Actions

Create a booking

Creates a new booking or appointment in Upper Route Planner.

Cancel or reschedule a booking

Cancels or moves a booking in Upper Route Planner.

Create or update a customer

Creates or updates a customer record in Upper Route Planner.

Add the booking to a calendar

Adds a booking from Upper Route Planner to a connected calendar.

Google Forms (Legacy) Explore Google Forms (Legacy) →

Triggers

New form response

Fires when a form is submitted in Google Forms (Legacy).

Survey completed

Fires when a respondent finishes a survey in Google Forms (Legacy).

Response updated

Fires when an existing response is edited in Google Forms (Legacy).

Actions

Create or update form

Creates or updates a form or survey in Google Forms (Legacy).

Retrieve a response

Looks up a specific form response in Google Forms (Legacy).

Add a respondent

Adds a respondent or contact to a form in Google Forms (Legacy).

Schedule appointments directly from intake form submissions When a user submits a qualifying response in Google Forms (Legacy), automatically create a booking in Upper Route Planner with their submitted contact details. See details

Update client records when survey responses change When a client updates their survey details in Google Forms (Legacy), update their customer record in Upper Route Planner so hosts have current information. See details

See all Upper Route Planner + Google Forms (Legacy) integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Send intake questionnaires when appointments are scheduled” between Upper Route Planner and Google Forms (Legacy)?

Yes — describe it in the box above and Knit's Integrations Agent researches Upper Route Planner and Google Forms (Legacy)'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 Google Forms (Legacy) and Upper Route Planner streamline appointment booking?

When clients complete intake surveys in Google Forms (Legacy), their details are passed into Upper Route Planner to automatically create appointment bookings.

Can new bookings in Upper Route Planner send intake forms in Google Forms (Legacy)?

Yes, booking a new meeting in Upper Route Planner can add the client as a respondent in Google Forms (Legacy) so intake forms go out ahead of time.