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ClickUp + Setmore Appointments

Create tasks in ClickUp for every new contact in Setmore Appointments

Whenever a new contact is added in Setmore Appointments, watch as this workflow springs into action and conveniently sets up a task in ClickUp. This integration saves time, reduces manual data entry, and ensures that you stay organized, no matter how many contacts you're dealing with. A great solution for keeping on top of tasks and maintaining efficiency.

Whenever a new contact is added in Setmore Appointments, watch as this workflow springs into action and conveniently sets up a task in ClickUp. This integration saves time, reduces manual data entry, and ensures that you stay organized, no matter how many contacts you're dealing with. A great solution for keeping on top of tasks and maintaining efficiency.

  1. When this happens...
    Setmore AppointmentsSetmore Appointments
    New Contact

    Triggers when a contact is created.

    TriggerInstant
  2. automatically do this!
    ClickUpClickUp
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Setmore Appointments triggers, actions, and search

    Appointment Deleted

    Triggers when a appointment is deleted.

    Trigger
    Instant
    Try It
  • Setmore Appointments triggers, actions, and search

    New Appointment

    Triggers when a new appointment is created.

    Trigger
    Instant
    Try It
  • Setmore Appointments triggers, actions, and search

    Appointment Updated

    Triggers when a appointment is updated.

    Trigger
    Instant
    Try It
    • First NameRequired

    • Last Name

    • Customer EmailRequired

    • Customer Mobile

    • Customer Country Code

    • Customer Address

    • Customer City

    • Customer State

    • Customer Zip

    • Start DateRequired

    • End Date

    • Notes

    Action
    Write
    • First NameRequired

    • Last Name

    • Email

    • Country Code

    • Phone

    • Home Number

    • Office Number

    • Address

    • City

    • State

    • Zip

    • Comments

    Action
    Write
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About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.
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Related categories

  • Project Management

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