Insightly + Setmore Appointments
Create new records in Insightly from new appointments in Setmore Appointments
This workflow jumps into action when a new appointment is scheduled in your Setmore Appointments tool. It swiftly creates a corresponding record in your Insightly app, ensuring all your information is up-to-date and well-organized. This seamless integration can save you precious time spent on manual data entry, allowing you to focus on more strategic tasks. It is an ideal solution for keeping your appointments and records perfectly aligned.
This workflow jumps into action when a new appointment is scheduled in your Setmore Appointments tool. It swiftly creates a corresponding record in your Insightly app, ensuring all your information is up-to-date and well-organized. This seamless integration can save you precious time spent on manual data entry, allowing you to focus on more strategic tasks. It is an ideal solution for keeping your appointments and records perfectly aligned.
- When this happens...New Appointment
Triggers when a new appointment is created.
- automatically do this!Create Record
Creates a Record
- Free forever for core features
- 14 day trial for premium features & apps
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
