Markate + Setmore Appointments

Markate + Setmore Appointments integrations

Create new Markate customers from new Setmore Appointments contacts

Streamline your client management process with this easy workflow. When a new contact is added to your Setmore Appointments, this system will instantly produce a new customer profile in your Markate app. Embrace the power of automation to keep your customer lists up-to-date and aligned across platforms. This efficient solution saves you time and helps prevent manual data entry errors.

When this happens...
New ContactTriggers when a contact is created.
TriggerInstant
automatically do this!
Create CustomerCreate a new customer on Markate
ActionWrite

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More things you can do with Setmore Appointments and Markate

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

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
New Call From Kate-Ai Receptionist
Triggers when a new call is added by Kate-AI Receptionist.
Trigger
Polling
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New Customer Group
Triggers when a new customer group is created.
Trigger
Polling
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- Status
- Customer
Trigger
Polling
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- Status
- Type
- Customer Source
Trigger
Polling
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- Status
- Customer
Trigger
Polling
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- Customer Type
  Required
- First Name
  Required
- Last Name
- Company
- Email
- Mobile
- Other Phone
- Billing Address
- Suite/Unit
- City
- Zip/Postal Code
- State
- Notes
- Customer Source
- Customer Group
Action
Write
- Customer Type
  Required
- Name
  Required
- Phone
- Other Phone
- Email
- Company
- Address
- Suite/Unit
- City
- Zip
- State
- Source
- Customer Source
- Lead Label
- Notes
Action
Write

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
New Customer
Triggers when a new customer is added.
Trigger
Polling
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New Customer Source
Triggers when a new customer source is created.
Trigger
Polling
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- Status
- Customer
Trigger
Polling
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New Lead Label
Triggers when a new lead label is added.
Trigger
Polling
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Work Order Scheduled
Triggers when a work order is scheduled.
Trigger
Polling
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- Name
  Required
Action
Write

About Markate

Markate is a business management tool for home service providers, featuring CRM, job management, sales automation, and marketing capabilities.

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Related categories

CRM (Customer Relationship 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