Send intake questionnaires when appointments are scheduled
When a new customer books in Yardman, add them as a respondent in Gravity Forms so they receive a pre-meeting survey.
See all Yardman + Gravity Forms 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.
Yardman Explore Yardman →
TriggersFires when a new booking or appointment is made in Yardman.
Fires when a booking in Yardman is changed or canceled.
Fires when a new customer books for the first time in Yardman.
Creates a new booking or appointment in Yardman.
Cancels or moves a booking in Yardman.
Creates or updates a customer record in Yardman.
Adds a booking from Yardman to a connected calendar.
Gravity Forms Explore Gravity Forms →
TriggersFires when a form is submitted in Gravity Forms.
Fires when a respondent finishes a survey in Gravity Forms.
Fires when an existing response is edited in Gravity Forms.
Creates or updates a form or survey in Gravity Forms.
Looks up a specific form response in Gravity Forms.
Adds a respondent or contact to a form in Gravity Forms.
More Yardman + Gravity Forms workflows
Schedule appointments directly from intake form submissions
When a user submits a qualifying response in Gravity Forms, automatically create a booking in Yardman with their submitted contact details.
See details
Update client records when survey responses change
When a client updates their survey details in Gravity Forms, update their customer record in Yardman so hosts have current information.
See details
See all Yardman + Gravity Forms integrations → · Browse the full workflow library →
Common questions
Can Knit build “Send intake questionnaires when appointments are scheduled” between Yardman and Gravity Forms?
Yes — describe it in the box above and Knit's Integrations Agent researches Yardman and Gravity Forms'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 does linking Gravity Forms and Yardman streamline appointment booking?
When clients complete intake surveys in Gravity Forms, their details are passed into Yardman to automatically create appointment bookings.
Can new bookings in Yardman send intake forms in Gravity Forms?
Yes, booking a new meeting in Yardman can add the client as a respondent in Gravity Forms so intake forms go out ahead of time.