Create tasks in Google Tasks from new contacts in Setmore Appointments
When a new client is added in the Setmore Appointments app, this workflow ensures their data is immediately captured and a corresponding task is created in your Google Tasks. It simplifies tracking and task management, streamlining your clientele flow, and keeping your to-do list updated. This consistent process ensures you never miss a follow-up and enhances your customer relationship management.
When a new client is added in the Setmore Appointments app, this workflow ensures their data is immediately captured and a corresponding task is created in your Google Tasks. It simplifies tracking and task management, streamlining your clientele flow, and keeping your to-do list updated. This consistent process ensures you never miss a follow-up and enhances your customer relationship management.
- When this happens...New Contact
Triggers when a contact is created.
- automatically do this!Create Task
Creates a new task.
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Appointment Deleted
Triggers when a appointment is deleted.
Try ItNew Appointment
Triggers when a new appointment is created.
Try ItAppointment Updated
Triggers when a appointment is updated.
Try ItFirst NameRequired
Last Name
Customer EmailRequired
Customer Mobile
Customer Country Code
Customer Address
Customer City
Customer State
Customer Zip
Start DateRequired
End Date
Notes