Create customer profiles from incoming phone calls

When a new call or text arrives in Wbiztool, automatically create or update a customer record in Trafft so scheduling details are ready to go.

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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.

Wbiztool Explore Wbiztool →

Triggers

New inbound SMS

Fires when a new text message is received in Wbiztool.

New call

Fires when a new call comes in or out through Wbiztool.

Missed call

Fires when a call is missed in Wbiztool.

Call recording ready

Fires when a call recording finishes processing in Wbiztool.

Actions

Send an SMS or MMS

Sends a text message through Wbiztool.

Place an outbound call

Starts an outbound call via Wbiztool.

Create or update a contact

Creates or updates a contact in Wbiztool.

Send a voice message

Sends a recorded voice message via Wbiztool.

Trafft Explore Trafft →

Triggers

New booking made

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

Booking rescheduled or canceled

Fires when a booking in Trafft is changed or canceled.

New customer

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

Actions

Create a booking

Creates a new booking or appointment in Trafft.

Cancel or reschedule a booking

Cancels or moves a booking in Trafft.

Create or update a customer

Creates or updates a customer record in Trafft.

Add the booking to a calendar

Adds a booking from Trafft to a connected calendar.

Send text confirmation for new client appointments When a customer makes a new booking in Trafft, automatically send a personalized SMS confirmation from Wbiztool to reduce no-shows. See details

Notify clients by SMS when appointments are rescheduled or canceled When an appointment status changes in Trafft, send an automated text message from Wbiztool so the client is immediately updated. See details

See all Wbiztool + Trafft integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Create customer profiles from incoming phone calls” between Wbiztool and Trafft?

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

Can I send text message confirmations when an appointment is booked?

Yes, whenever a client completes a booking in Trafft, an automated SMS notification can be sent via Wbiztool instantly.

What happens if a call is missed while managing client schedules?

You can set up a workflow where a missed call in Wbiztool creates or updates a customer record in Trafft to follow up and schedule a call back.