Create CRM contacts from new bookings

When a customer makes a new booking in Workiz, automatically create or update their contact record in WePro.

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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.

WePro Explore WePro →

Triggers

New contact or lead

Fires when a new contact or lead is added to WePro.

Contact updated

Fires when a field on a contact changes in WePro.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in WePro.

Deal won

Fires when a deal is marked won in WePro.

Actions

Create or update contact

Creates or updates a contact in WePro.

Create deal

Creates a new deal in WePro.

Update record stage

Moves a deal or record to a new stage in WePro.

Log activity

Logs a call, email, or note against a record in WePro.

Workiz Explore Workiz →

Triggers

New booking made

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

Booking rescheduled or canceled

Fires when a booking in Workiz is changed or canceled.

New customer

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

Actions

Create a booking

Creates a new booking or appointment in Workiz.

Cancel or reschedule a booking

Cancels or moves a booking in Workiz.

Create or update a customer

Creates or updates a customer record in Workiz.

Add the booking to a calendar

Adds a booking from Workiz to a connected calendar.

Schedule sales calls for newly qualified leads When a deal stage changes in WePro, automatically create a booking in Workiz to block off time for a demonstration. See details

Log booking cancellations directly in CRM When a booking is rescheduled or canceled in Workiz, automatically update the deal stage or log an activity in WePro. See details

See all WePro + Workiz integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Create CRM contacts from new bookings” between WePro and Workiz?

Yes — describe it in the box above and Knit's Integrations Agent researches WePro and Workiz'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 do WePro and Workiz keep contact information synchronized?

When a new appointment is booked in Workiz, customer details automatically sync to create or update lead records inside WePro.

Can booking changes automatically update my pipeline in WePro?

Yes, when meetings are booked or updated in Workiz, relevant deal stages or activity logs in WePro update instantly.