Insightly + Setmore Appointments integrations
Update new Setmore Appointments contacts and create records in Insightly
Whenever a contact is updated in your Setmore Appointments, the changes will be promptly mirrored in your Insightly records. By implementing this workflow, you can ensure consistent data across platforms while saving time on manual data entry. Experience a more streamlined process in managing your records with this convenient, automated solution.
- When this happens...Update ContactTriggers when a contact is updated.
- automatically do this!Create RecordCreates a Record
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More things you can do with Setmore Appointments and Insightly
Discover other triggers and actions you can use with Setmore Appointments and Insightly
- Appointment Deleted
Triggers when a appointment is deleted.
Try ItTriggerInstant - New Appointment
Triggers when a new appointment is created.
Try ItTriggerInstant - Appointment Updated
Triggers when a appointment is updated.
Try ItTriggerInstant - First NameRequired
- Last Name
- Customer EmailRequired
- Customer Mobile
- Customer Country Code
- Customer Address
- Customer City
- Customer State
- Customer Zip
- Start DateRequired
- End Date
- Notes
ActionWrite
- Delete Contact
Triggers when a contact is deleted.
Try ItTriggerInstant - New Contact
Triggers when a contact is created.
Try ItTriggerInstant - Update Contact
Triggers when a contact is updated.
Try ItTriggerInstant - First NameRequired
- Last Name
- Email
- Country Code
- Phone
- Home Number
- Office Number
- Address
- City
- State
- Zip
- Comments
ActionWrite
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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Setmore Appointments is a free, online scheduling platform that helps you connect with your customers.
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