STEP 1
Select Phorest in workflow
Pick Phorest app in the workflow builder [4] - just one click to select the app.
Phorest Integration
Salon and spa business management software. Route Phorest tickets, replies, and customer issues into CRM, chat, and escalation workflows. When Watch Appointments arrives, automatically continue with Get a Client or Get an Appointment.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Supported triggers and actions for Phorest integration
Triggers can detect changes in Phorest and run actions that can create, search or modify data inside Phorest automatically [3] — exactly how you set them.
- 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.
How to integrate Phorest in automation workflow?
3 simple steps to make your Phorest connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
STEP 2
Connect Phorest
When prompted, authorize access to Phorest in WEXTL once. Phorest credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your Phorest account. Approve?
STEP 3
Build a workflow
Build your workflow with Phorest yourself or with WEXTL® AI Builder. Connect Phorest to any available integrations [5], or use HTTP node to go beyond them.
Phorest
How Phorest connects and integrates with WEXTL
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Phorest app is called in workflows. That allows your support automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Phorest supports.
The following table illustrates what fields Phorest integration require during authorization flow inside our workflow builder [4].
Connect Phorest
Username*Text
••••••••
Password*Text
••••••••
Demonstration of Phorest connection step inside WEXTL Workflow Builder [4].
| Field | Type | Help |
|---|---|---|
UsernameRequired | text | For example: |
PasswordRequired | password | — |
Business IDRequired | text | — |
Environment LocationRequired | select | — |
Connect Phorest to popular apps on WEXTL
Enter a name of the other app you want to sync with Phorest below. Click on selected app to explore integration options with Phorest. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Example automation with Phorest integration
Select Watch Appointments trigger from Phorest - this will be a starting point in your automation. Whenever event happens in Phorest, workflow will start [7] from Watch Appointments node.
Search for Update an Appointment Note, connect it as the next step of integration sequence. You can use filters between Watch Appointments and Update an Appointment Note, so only important data pass from Watch Appointments to the next step. WEXTL gives you full control over the process of Phorest automation. All parts of workflow are visible on the canvas [4].
Phorest on WEXTL has 21 modules for crafting support automations. Explore Phorest documentation for more.
Video slide demonstrates how Watch Appointments and Update an Appointment Note [6] nodes are used in Phorest workflow.
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. Triggers are start points of the workflow, and automations may start from them.
Integration has 17 actions, including "Get a Client", "Get an Appointment", and "List Leads", and more. Refer to our Phorest Documentation for detailed inputs and outputs.
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 our customers do that in rare cases [4].
Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.
The Phorest integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Phorest official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.
Absolutely. Where Phorest provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Phorest or any other service sends event to webhook URL.
WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Phorest inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Phorest modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.
References
List of sources used to gather information about the Phorest integration.
- Phorest integration source code, module specs and credentials implementation.
- Internal Phorest integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official Phorest vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
- WEXTL® Apps Library
- WEXTL® Phorest App Documentation
- WEXTL® Workflow Scheduler
- WEXTL® HTTP node documentation