Schedule customer follow-up call upon task completion

When a project task is marked complete in Week Plan, automatically create a booking in Acuity Scheduling to schedule a client review meeting.

Try:

See all Week Plan + Acuity Scheduling 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.

Week Plan Explore Week Plan →

Triggers

New task created

Fires when a new task, job or item is created in Week Plan.

Task completed

Fires when a task in Week Plan is marked complete.

Due date approaching

Fires when a task's due date in Week Plan is coming up.

Status changed

Fires when a task, job or project changes status in Week Plan.

Actions

Create task

Creates a new task, job or item in Week Plan.

Update task

Updates a task's status or assignee in Week Plan.

Add comment

Posts a comment on a task in Week Plan.

Assign task

Assigns a task in Week Plan to a team member.

Acuity Scheduling Explore Acuity Scheduling →

Triggers

New booking made

Fires when a new booking or appointment is made in Acuity Scheduling.

Booking rescheduled or canceled

Fires when a booking in Acuity Scheduling is changed or canceled.

New customer

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

Actions

Create a booking

Creates a new booking or appointment in Acuity Scheduling.

Cancel or reschedule a booking

Cancels or moves a booking in Acuity Scheduling.

Create or update a customer

Creates or updates a customer record in Acuity Scheduling.

Add the booking to a calendar

Adds a booking from Acuity Scheduling to a connected calendar.

Create onboarding task when client books a session When a new booking is confirmed in Acuity Scheduling, automatically create a preparation task in Week Plan so team members can prepare required resources. See details

Update task status when booking is canceled or rescheduled If an appointment is rescheduled or canceled in Acuity Scheduling, automatically update or move the corresponding task in Week Plan to keep project boards accurate. See details

See all Week Plan + Acuity Scheduling integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Schedule customer follow-up call upon task completion” between Week Plan and Acuity Scheduling?

Yes — describe it in the box above and Knit's Integrations Agent researches Week Plan and Acuity Scheduling'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 can appointment bookings create project tasks automatically?

Whenever a client schedules a session in Acuity Scheduling, a corresponding task is generated in Week Plan with all relevant appointment details for your team to prepare.

What happens in Acuity Scheduling when project milestones or tasks change in Week Plan?

You can set up workflows where completing preparation tasks in Week Plan automatically creates or updates the customer booking calendar in Acuity Scheduling.