Exclude confirmed clients from ad campaigns

When a new booking is confirmed in Workiz, automatically remove that client from prospective lead audiences in Yelp Leads.

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See all Yelp Leads + Workiz 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.

Yelp Leads Explore Yelp Leads →

Triggers

New lead from an ad

Fires when a new lead comes in from an ad campaign in Yelp Leads.

Conversion event received

Fires when Yelp Leads records a conversion or offline event.

Campaign published

Fires when a new ad or campaign goes live in Yelp Leads.

Actions

Send a conversion event

Sends an offline or server-side conversion event to Yelp Leads.

Add contact to an audience

Adds a contact to a custom audience or customer list in Yelp Leads.

Remove contact from an audience

Removes a contact from a custom audience in Yelp Leads.

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.

Track conversion events when appointments are booked When a client schedules a new appointment in Workiz, send a conversion event to Yelp Leads so you can measure exact ad campaign ROI. See details

Create customer profiles from ad form leads When a new lead submits their details in Yelp Leads, automatically create a customer record in Workiz so they are ready to book a slot. See details

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

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FAQ

Common questions

Can Knit build “Exclude confirmed clients from ad campaigns” between Yelp Leads and Workiz?

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

What is the main benefit of connecting Yelp Leads to Workiz?

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 Workiz, you can return that user to a remarketing audience in Yelp Leads to encourage re-booking.