Run background agent research for new bookings

When a new booking is made in WEX FSM, automatically run an agent in Retell AI to gather background details about the customer.

Try:

See all WEX FSM + Retell AI 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.

WEX FSM Explore WEX FSM →

Triggers

New booking made

Fires when a new booking or appointment is made in WEX FSM.

Booking rescheduled or canceled

Fires when a booking in WEX FSM is changed or canceled.

New customer

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

Actions

Create a booking

Creates a new booking or appointment in WEX FSM.

Cancel or reschedule a booking

Cancels or moves a booking in WEX FSM.

Create or update a customer

Creates or updates a customer record in WEX FSM.

Add the booking to a calendar

Adds a booking from WEX FSM to a connected calendar.

Retell AI Explore Retell AI →

Triggers

Agent run completed

Fires when an Retell AI agent finishes a task or run.

Call or conversation completed

Fires when an Retell AI agent finishes a call or conversation.

Lead qualified by agent

Fires when an Retell AI agent marks a lead qualified.

Actions

Run an agent or tool

Triggers an Retell AI agent or tool with a set of inputs.

Start an outbound call

Has an Retell AI agent place an outbound call.

Add a lead to a campaign

Adds a lead to an outreach campaign in Retell AI.

Schedule calendar appointments for qualified leads When a lead is qualified by an agent in Retell AI, automatically create a booking in WEX FSM to book time with sales. See details

Add appointments to calendar after agent conversations When a conversation is completed in Retell AI, automatically add the booking to a calendar in WEX FSM for follow-up support. See details

See all WEX FSM + Retell AI integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Run background agent research for new bookings” between WEX FSM and Retell AI?

Yes — describe it in the box above and Knit's Integrations Agent researches WEX FSM and Retell AI'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 Retell AI and WEX FSM work together?

AI agents handle prospect interactions and automatically book, reschedule, or manage calendar appointments based on customer responses.

Can AI agents research customers before scheduled meetings?

Yes, when a booking is created in WEX FSM, an agent run in Retell AI can immediately gather customer insights.