Create CRM contacts from new bookings

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

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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.

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.

RepCard Explore RepCard →

Triggers

New lead created

Fires when a new lead or contact is created in RepCard.

Deal stage changed

Fires when a deal moves to a new stage in RepCard.

Deal won

Fires when a deal is marked won in RepCard.

Contact updated

Fires when a field on a contact changes in RepCard.

Actions

Create or update contact

Creates or updates a contact in RepCard.

Create deal

Creates a new deal in RepCard.

Update deal stage

Moves a deal to a new stage in RepCard.

Log activity

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

Schedule sales calls for newly qualified leads When a deal stage changes in RepCard, 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 RepCard. See details

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

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FAQ

Common questions

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

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

Can booking changes automatically update my pipeline in RepCard?

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