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JobTread + Setmore Appointments

JobTread + Setmore Appointments

JobTread + Setmore Appointments integrations

Create new Setmore Appointments contacts for every new customer created in JobTread

Easily manage your new clients with this JobTread and Setmore Appointments integration. When a new customer is added in JobTread, their information is instantly transferred to Setmore Appointments, creating a new contact there. Keep your customer list organized and updated for flawless scheduling and communication.

When this happens...
Customer CreatedTriggers when a customer is created.
TriggerInstant
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Create ContactCreate a new contact.
ActionWrite

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More things you can do with JobTread and Setmore Appointments

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

- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
- Limit files uploaded to this type (optional)
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Assignee
  Required
- Target Type
  Required
- Target Id
  Required
- Notify
Action
Write
- Organization
  Required
- Add Customer Contact
- Add Location
- Add Files to Customer
Action
Write
- Organization
  Required
- Job ID
  Required
- Date
  Required
- Notes
- Notify assignees
- Assignees
Action
Write
- Organization
  Required
- Account ID
  Required
- Location Name
  Required
- Location Address
Action
Write
- Organization
  Required
- Add Vendor Contact
Action
Write
- Organization
  Required
- Target Type
  Required
- Target Id
  Required
- Task Template Name
  Required
- Start Date and Time
- Notify
Action
Write
- Organization
  Required
- Customer Id
- Customer Name
- This customer is taxable
Action
Write
- Organization
  Required
- Location Id
  Required
- Address
- Name
Action
Write
- Organization
  Required
- Account Id
- Vendor name
Action
Write
- Organization
  Required
- Customer Name
Action
Search
- Organization
  Required
- Location Name
Action
Search
- Organization
  Required
- Vendor Name
Action
Search
Delete Contact
Triggers when a contact is deleted.
Trigger
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New Contact
Triggers when a contact is created.
Trigger
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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

- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
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- Organization
  Required
- Limit files updated to this type (optional)
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- JavaScript Code
  Required
Action
Write
- Organization
  Required
- Comment Message
  Required
- Target Type
  Required
- Target Id
  Required
- Assignee Emails
Action
Write
- Organization
  Required
- Customer ID
  Required
- Name
  Required
- Title
Action
Write
- Organization
  Required
- Location ID
  Required
- Description
- Name
- Account ID
Action
Write
- Organization
  Required
- Name
  Required
- Description
- Is To-Do
- Target Type
- Target Id
- Parent Task Id
- Start Date
- Start Time
- End Date
- Task Progress
- End Time
- Assigned Membership Ids
- Assigned Emails
- Task Type Name
Action
Write
- Organization
  Required
- Vendor ID
  Required
- Name
  Required
- Title
Action
Write
- Query (JSON)
  Required
Action
Write
- Organization
  Required
- Job Id
  Required
- Description
- Name
- Closed On
Action
Write
- Organization
  Required
- Task Id
  Required
- Task name
- Task Description
- Task Progress
- Parent Task Id
- Start Date
- Start Time
- End Date
- End Time
- Assigned Membership Ids
- Task Type Name
Action
Write
- Organization
  Required
- File URLs
  Required
- Target Type
- Target Id
- File Tag Names
- File Folder
Action
Write
- Organization
  Required
- Job Number
- Job Name
Action
Search
- Organization
  Required
- User Email
- User Name
Action
Search
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
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Appointment Updated
Triggers when a appointment is updated.
Trigger
Instant
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- 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 JobTread

JobTread is construction estimating & project management software that will help you keep your budget and jobs on track.

Related categories

Project Management

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 new JobTread contacts from new Setmore Appointments contacts

Related Zap Templates

Create new JobTread contacts from new Setmore Appointments contacts