What actions can I run in Phorest?

17 actions are available, including "Get a Client", "Get an Appointment", and "List Leads", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Phorest Integrations

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Watch AppointmentsTriggers when there are changes to appointments.
Watch ClientsTriggers when a new client is created.
Watch LeadsTriggers when new leads are created.
Watch Updated ClientsTriggers when a client is updated.
Get a ClientRetrieves a client by ID.
Get an AppointmentRetrieves a single appointment.
List LeadsRetrieves a list of leads.
Search AppointmentsSearches for appointments.
Search ClientsSearches for clients in the database and returns matching results.
Activate a BookingActivates an existing booking.
Cancel a BookingCancels an existing booking.
Cancel AppointmentsCancels a single or multiple appointments.
Check In an AppointmentChecks in a selected appointment.
Confirm AppointmentsConfirms a single or multiple appointments.
Create a BookingCreates a new booking.
Create a Booking NoteCreates a note for a booking.
Create a ClientCreates a new client.
Create a LeadCreates a new lead in the system.
Perform an API CallPerforms an arbitrary authorized API call.
Update a ClientUpdates an existing client.
Update an Appointment NoteUpdates a note for an appointment.

When to use Phorest

Common scenarios where Phorest automation saves time and reduces manual work.

Trigger workflows automatically when "Watch Appointments" fires in Phorest — start multi-step automations without polling or manual checks.
Use "Get an Appointment" as an automated action in Phorest so records stay consistent whenever something changes elsewhere in your stack.
Combine "Watch Leads" from Phorest with triggers or actions in other apps to close the loop — one event, many downstream outcomes.

Use in workflow automation

Start from Phorest’s Watch Appointments trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Update an Appointment Note as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 21 ready-made steps for support work, and every run records what went in and what came back.

Phorest workflow on the canvas: Watch Appointments then Update an Appointment Note

Frequently asked questions

Common questions about automating Phorest in your workflows.

Phorest has 4 triggers, including "Watch Appointments", "Watch Clients", and "Watch Leads", and more. Use them to start workflows the moment Phorest events fire — no polling required.

Use in workflow automation

Start from Phorest’s Watch Appointments trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Update an Appointment Note as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 21 ready-made steps for support work, and every run records what went in and what came back.

Phorest Integrations

When to use Phorest

Use in workflow automation

Frequently asked questions

Phorest Integrations

When to use Phorest

Connect Phorest to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Phorest to any app in workflows

Connect Phorest to any app in workflows

Connect Phorest to any app in workflows

Phorest Integrations

Phorest triggers and actions

When to use Phorest

Use in workflow automation

Frequently asked questions

What triggers does Phorest support?

What actions can I run in Phorest?

Do I need to write code to automate this?

Is the integration secure?

Phorest Integrations

Phorest triggers and actions

When to use Phorest

Connect Phorest to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Phorest support?

What actions can I run in Phorest?

Do I need to write code to automate this?

Is the integration secure?

Connect Phorest to any app in workflows

Connect Phorest to any app in workflows

Connect Phorest to any app in workflows