Birdeye + Setmore Appointments

Birdeye + Setmore Appointments integrations

Create new Birdeye customers from new Setmore Appointments

Easily streamline your customer management process with this workflow. Whenever a new appointment is scheduled in Setmore Appointments, it will instantly create a new customer in Birdeye. This automation improves efficiency and ensures no new appointment goes unnoticed, making customer tracking seamless and precise.

When this happens...
New AppointmentTriggers when a new appointment is created.
TriggerInstant
automatically do this!
Create CustomerCreates a new customer for a specified business.
ActionWrite

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More things you can do with Setmore Appointments and Birdeye

Discover other triggers and actions you can use with Setmore Appointments and Birdeye

Appointment Deleted
Triggers when a appointment is deleted.
Trigger
Instant
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New Appointment
Triggers when a new appointment is created.
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Instant
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Appointment Updated
Triggers when a appointment is updated.
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Instant
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- First Name
  Required
- Last Name
- Customer Email
  Required
- Customer Mobile
- Customer Country Code
- Customer Address
- Customer City
- Customer State
- Customer Zip
- Start Date
  Required
- End Date
- Notes
Action
Write
- Business number
  Required
Trigger
Instant
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New Canceled Invoice
Triggers when a payment request is canceled in birdeye
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Instant
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- Business number
  Required
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- Parent Business Number
  Required
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Instant
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New Invoice
Triggers when a new invoice is created in birdeye
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Instant
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New Payment
Triggers when a new payment is created in birdeye
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Instant
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- Business Number
  Required
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Instant
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- Parent Business Number
  Required
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Instant
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- ClientId
  Required
- First Name
  Required
- Last Name
- Date of Birth
- Email
  Required
- Phone
  Required
- Gender
- Business Number
  Required
- Appointment Id
  Required
- Provider Id
- Provider First Name
- Provider Last Name
- Start Time
  Required
- End Time
- Appointment Type Id
- Appointment Type
- Duration
- Reason To Visit
- Notes
- Guardian Id
- Guardian First Name
- Guardian Last Name
- Guardian Dob
- Guardian Gender
- Guardian Email
- Guardian Phone
- Source
- Timezone
- Action
- CRM Name
Action
Write
- First Name
- Last Name
- Email
- Phone
- Total Amount
  Required
- Invoice Created Date
- Invoice Number
- Custom Fields
- Tags
- Invoice Due Date
- Invoice Item Desc
- Attachment URL
- External Reference Id
- Delay In Hours
- Email Template
- Send Email
- Send Immediately
- Send Text
- Text Template
- Crm Name
- Crm Doc Id
- CRM CustomerId
- External Tracking Id
- Automation User
  Required
Action
Write
- Business Number
  Required
- Customer Id
  Required
Action
Write
- Crm Doc Id
- Crm Name
- CRM CustomerId
- External Reference Id
- Notes
- Paid Date
- User Id
Action
Write
- Assigned To Email
  Required
- Ticket Status
- Ticket ID
  Required
- Parent Business Number
  Required
- User Email
  Required
Action
Write

Delete Contact
Triggers when a contact is deleted.
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Instant
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New Contact
Triggers when a contact is created.
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Instant
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Update Contact
Triggers when a contact is updated.
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Instant
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- First Name
  Required
- Last Name
- Email
- Country Code
- Phone
- Home Number
- Office Number
- Address
- City
- State
- Zip
- Comments
Action
Write
- Business Number
  Required
Trigger
Instant
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- Business Number
  Required
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Instant
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New Refund
Triggers when a new refund is created in birdeye
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Instant
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- Business Number
  Required
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Instant
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- Business Number
  Required
- CRM Name
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Instant
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- Parent Business Number
  Required
Trigger
Instant
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- Parent Business Number
  Required
Trigger
Instant
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- Business Number
  Required
Trigger
Instant
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- Business Id
  Required
- First Name
- Last Name
- Customer Email
- Customer Phone
- External Reference ID
- Custom Fields
- Referred By Code
- Referred By Email
- Referred By Phone
- Employee First Name
- Employee Last Name
- Employee Email Id
- Employee Phone Number
- CRM Name
Action
Write
- Appointment Id
  Required
- External Appointment Id
  Required
- Business number
  Required
- Action
  Required
- Appointment Status
  Required
Action
Write
- Event Name
  Required
- Location Business Number
  Required
- CRM Name
  Required
Action
Write
- business Number
  Required
- appointment Id
  Required
- Action
  Required
- Start TIme
- End Time
- Duration
- AppointmentType Id
- Appointment Type
- Provider Id
- provider first name
- provider last name
- Client Id
- First Name
- Last Name
- Date of birth
- Email
- Phone
- Gender
- Notes
- Guardian Id
- Guardian First Name
- Guardian First Name
- Guardian Dob
- Guardian Gender
- Guardian Email
- Guardian Phone
- Source
- Timezone
- CRM Name
Action
Write

About Birdeye

Birdeye is an all-in-one customer experience platform. Over 80,000 businesses use Birdeye every day to attract new leads with Listings, Reviews and Referrals, convert them into customers with Webchat and Payments, and delight those customers with Surveys, Ticketing, and Insights - all in one place.

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Related categories

Reviews

About Setmore Appointments

Setmore Appointments is a free, online scheduling platform that helps you connect with your customers.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking