Log client notes when bookings change

When an appointment is rescheduled or canceled in Calendly, instantly append a note with the updated details in Valuecase.

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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.

Valuecase Explore Valuecase →

Triggers

New note created

Fires when a new note or document is created in Valuecase.

Note updated

Fires when an existing note or document changes in Valuecase.

Document viewed or shared

Fires when a document in Valuecase is viewed or shared with someone.

Actions

Create a document from a template

Generates a new document in Valuecase from a saved template.

Create or append to a note

Creates a note in Valuecase or adds text to an existing one.

Convert a document to PDF

Converts a file in Valuecase to PDF.

Publish or share a document

Publishes a document from Valuecase or shares it by link.

Calendly Explore Calendly →

Triggers

New booking made

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

Booking rescheduled or canceled

Fires when a booking in Calendly is changed or canceled.

New customer

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

Actions

Create a booking

Creates a new booking or appointment in Calendly.

Cancel or reschedule a booking

Cancels or moves a booking in Calendly.

Create or update a customer

Creates or updates a customer record in Calendly.

Add the booking to a calendar

Adds a booking from Calendly to a connected calendar.

Generate meeting documents for new appointments Whenever a client schedules a session in Calendly, automatically create a pre-filled client document from a template in Valuecase. See details

Schedule a follow-up session after document signing Once a client signs a contract in Valuecase, automatically create a booking in Calendly to get their kickoff call on the calendar. See details

See all Valuecase + Calendly integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Log client notes when bookings change” between Valuecase and Calendly?

Yes — describe it in the box above and Knit's Integrations Agent researches Valuecase and Calendly'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 connecting Valuecase and Calendly help with client onboarding?

You can automatically generate tailored contracts or intake documents in Valuecase the moment a client books a session in Calendly, saving time before every meeting.

Can booking changes in Calendly update existing notes in Valuecase?

Yes, when a client reschedules or cancels in Calendly, you can automatically update or append details to the client's record in Valuecase.