Insightly + Setmore Appointments

Insightly + Setmore Appointments integrations

Create new Setmore Appointments contacts from new records in Insightly

When a new record is added in Insightly, let this automation take care of your contact management in Setmore Appointments. This workflow instantly creates a contact in Setmore Appointments using the data from the new Insightly record, streamlining your data entry process and ensuring efficient, consistent contact creation across your platforms. Experience enhanced communication and seamless client relationship management with this efficient integration.

When this happens...
New RecordTriggers when a new record is created.
TriggerInstant
automatically do this!
Create ContactCreate a new contact.
ActionWrite

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More things you can do with Insightly and Setmore Appointments

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

- Insightly Object
  Required
Trigger
Instant
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- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Action
Write
- Insightly Object
  Required
- Search By
  Required
- Search Value
  Required
Action
Search
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

- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Action
Write
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
Try It
Appointment Updated
Triggers when a appointment is updated.
Trigger
Instant
Try It
- 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

About Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

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Related categories

CRM (Customer Relationship Management)

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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

Related Zap Templates

Create records in Insightly for new Setmore Appointments contacts

Create new records in Insightly from new appointments in Setmore Appointments

Update new Setmore Appointments contacts and create records in Insightly