Create customer profiles from ad form leads
When a new lead submits their details in Yelp Leads, automatically create a customer record in WEX FSM so they are ready to book a slot.
See all WEX FSM + Yelp Leads 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 →
TriggersFires when a new booking or appointment is made in WEX FSM.
Fires when a booking in WEX FSM is changed or canceled.
Fires when a new customer books for the first time in WEX FSM.
Creates a new booking or appointment in WEX FSM.
Cancels or moves a booking in WEX FSM.
Creates or updates a customer record in WEX FSM.
Adds a booking from WEX FSM to a connected calendar.
Yelp Leads Explore Yelp Leads →
TriggersFires when a new lead comes in from an ad campaign in Yelp Leads.
Fires when Yelp Leads records a conversion or offline event.
Fires when a new ad or campaign goes live in Yelp Leads.
Sends an offline or server-side conversion event to Yelp Leads.
Adds a contact to a custom audience or customer list in Yelp Leads.
Removes a contact from a custom audience in Yelp Leads.
More WEX FSM + Yelp Leads workflows
Track conversion events when appointments are booked
When a client schedules a new appointment in WEX FSM, send a conversion event to Yelp Leads so you can measure exact ad campaign ROI.
See details
Exclude confirmed clients from ad campaigns
When a new booking is confirmed in WEX FSM, automatically remove that client from prospective lead audiences in Yelp Leads.
See details
See all WEX FSM + Yelp Leads integrations → · Browse the full workflow library →
Common questions
Can Knit build “Create customer profiles from ad form leads” between WEX FSM and Yelp Leads?
Yes — describe it in the box above and Knit's Integrations Agent researches WEX FSM and Yelp Leads'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.
What is the main benefit of connecting Yelp Leads to WEX FSM?
You can convert ad clicks into confirmed calendar appointments automatically and pass conversion data back to optimize ad spend.
Can booking cancellations update ad audiences in Yelp Leads?
Yes, when an appointment is canceled in WEX FSM, you can return that user to a remarketing audience in Yelp Leads to encourage re-booking.