Formitize + Setmore Appointments

Formitize + Setmore Appointments integrations

Create jobs in Formitize from new appointments in Setmore Appointments

Whenever a new appointment is logged in Setmore Appointments, this workflow creates a corresponding job in the Formitize app. This streamlines your process, simplifying your task management by reducing manual data entry. Kill two birds with one stone by keeping track of appointments and managing jobs seamlessly and efficiently.

When this happens...
New AppointmentTriggers when a new appointment is created.
TriggerInstant
automatically do this!
Create JobCreate's a job in Formitize.
ActionWrite

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More things you can do with Setmore Appointments and Formitize

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

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 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
- Form
  Required
Trigger
Instant
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- Assigned To
  Required
- Form
  Required
- Title
  Required
- Start Date/Time
  Required
- Job Number
- Order Number
- Location
- Description
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
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- First Name
  Required
- Last Name
- Email
- Country Code
- Phone
- Home Number
- Office Number
- Address
- City
- State
- Zip
- Comments
Action
Write
On Create Job
This trigger occurs when a job is dispatched from the Formitize portal
Trigger
Instant
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- Title
  Required
- Message
  Required
- Due Date
  Required
- Notification Type
- Customer Name
- Email Address
- Display On Dashboard
Action
Write

About Formitize

Formitize is an all around customizable solution for moving from paper based forms to electronic based solutions. The wide variety of uses include from dispatching jobs, to house inspections, sales and even call-quality assurance.

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Forms & Surveys

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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