Insightly + Setmore Appointments
Create records in Insightly for new Setmore Appointments contacts
Easily keep track of your clients by connecting Setmore Appointments and Insightly with this automated workflow. When you add a new contact in Setmore Appointments, a record will be created in Insightly, ensuring that all your contact information stays organized and up-to-date. This seamless connection between the two apps saves you time and minimizes manual data entry.
Easily keep track of your clients by connecting Setmore Appointments and Insightly with this automated workflow. When you add a new contact in Setmore Appointments, a record will be created in Insightly, ensuring that all your contact information stays organized and up-to-date. This seamless connection between the two apps saves you time and minimizes manual data entry.
- When this happens...New Contact
Triggers when a contact is created.
- automatically do this!Create Record
Creates a Record
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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
