JobTread + Setmore Appointments

JobTread + Setmore Appointments integrations

Create new JobTread contacts from new Setmore Appointments contacts

Effortlessly streamline your client management process with this workflow. Upon receiving new contact details in the Setmore Appointments app, this system will quickly create a corresponding customer contact in the JobTread app. This efficient automation saves time and ensures that all your client information is consistently updated across your different business applications.

When this happens...
New ContactTriggers when a contact is created.
TriggerInstant
automatically do this!
Create Customer ContactCreate a new contact for a customer.
ActionWrite

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More things you can do with Setmore Appointments and JobTread

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

Appointment Deleted
Triggers when a appointment is deleted.
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Instant
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New Appointment
Triggers when a new appointment is created.
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Appointment Updated
Triggers when a appointment is updated.
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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
- 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
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- 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.
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New Contact
Triggers when a contact is created.
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Update Contact
Triggers when a contact is updated.
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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
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
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- Organization
  Required
Trigger
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- Organization
  Required
Trigger
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- Organization
  Required
- Limit files updated to this type (optional)
Trigger
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- Organization
  Required
Trigger
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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

About JobTread

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

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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 Setmore Appointments contacts for every new customer created in JobTread

Related Zap Templates

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