
When this happens...
Appointment Booked
Appointment Canceled
Appointment Rescheduled
Appointment Status Changed
New Customer
Automatically do this!
Enable Integrations or automations with these events of Trafft and PocketGuard
Triggered when a appointment is booked in Trafft.
Triggered when an appointment is canceled in Trafft.
Triggered when an existing appointment is rescheduled in Trafft.
Triggered when an existing appointment status is changed in Trafft.
Triggers when a customer is created in Trafft.
Creates a new bookings in Trafft.
Retrieves a list of all services.
Create's a new customer.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Trafft and PocketGuard accounts to viaSocket. Once connected, you can set up a workflow where an event in Trafft triggers actions in PocketGuard (or vice versa).
Absolutely. You can customize how Trafft data is recorded in PocketGuard. This includes choosing which data fields go into which fields of PocketGuard, setting up custom formats, and filtering out unwanted information.
The data sync between Trafft and PocketGuard typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Trafft and PocketGuard. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Trafft is a comprehensive scheduling and booking platform designed to streamline appointment management for businesses of all sizes. It offers a user-friendly interface for managing appointments, staff schedules, and client bookings, making it an ideal solution for service-based industries. With features like automated reminders, online payments, and customizable booking pages, Trafft helps businesses enhance their customer experience and improve operational efficiency.
Learn MorePocketGuard is a personal finance and budgeting app that helps users track spending, manage subscriptions, and optimize their savings. It connects securely to bank accounts and credit cards, providing insights into cash flow, bills, and budget limits to help users take control of their financial health.
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