Docketwise + Setmore Appointments

Create new Docketwise contacts from new Setmore Appointments

Streamline your appointment and contact management with this efficient workflow. When a new appointment is scheduled in Setmore Appointments, it will promptly create a corresponding contact in Docketwise. This automation ensures you have up-to-date information across both platforms, saving you time and optimizing client management processes.

When this happens...
New Appointment
Triggers when a new appointment is created.
TriggerInstant
automatically do this!
Create Contact
Creates a new Contact
ActionWrite

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Supported triggers and actions

Appointment Deleted
Triggers when a appointment is deleted.
Trigger
Instant
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New Appointment
Triggers when a new appointment is created.
Trigger
Instant
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Appointment Updated
Triggers when a appointment is updated.
Trigger
Instant
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- 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
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It

- First NameRequired
- Last NameRequired
- Middle Name
- EmailRequired
- Company Name
- Date of Birth
- Country Of Birth
- Country of Citizenship
- Gender
- Alien Registration Number
- USCIS Elis Account Number
- Marital Status
- Employment Status
- Passport Number
- Travel Document Number
- Passport or Travel Document Issue Date
- Passport or Travel Document Expiry Date
- Physical Address Street Number and Name
- Physical Address Apt/Ste/Flr
- Physical Address Apt/Ste/Flr Number
- Physical Address City
- Physical Address State
- Physical Address Province
- Physical Address County
- Physical Address Zip Code
- Physical Address Postal Code
- Physical Address Country
Action
Write

Delete Contact
Triggers when a contact is deleted.
Trigger
Instant
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New Contact
Triggers when a contact is created.
Trigger
Instant
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Update Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- First NameRequired
- Last Name
- Email
- Country Code
- Phone
- Home Number
- Office Number
- Address
- City
- State
- Zip
- Comments
Action
Write
Update Contact
Triggers when a contact is updated.
Trigger
Polling
Try It
- IDRequired
- First NameRequired
- Last NameRequired
- Middle Name
- EmailRequired
- Company Name
- Date of Birth
- Country of Birth
- Country of Citizenship
- Gender
- Alien Registration Number
- USCIS Elis Account Number
- Marital Status
- Employment Status
- Passport Number
- Travel Document Number
- Passport or Travel Document Issue Date
- Passport or Travel Document Expiry Date
Action
Write