OneNote + Setmore Appointments
Create notes in OneNote for new contacts in Setmore Appointments
Efficiently manage your new contacts in Setmore Appointments by utilizing this workflow that swiftly takes those details to create a note in a selected section of your OneNote application. With this streamlined process, you no longer need to manually transfer information between the two apps, saving you effort and reducing chances of errors. Now, every new contact in your Setmore Appointments will seamlessly generate a note in OneNote, leaving you more time to focus on vital tasks.
Efficiently manage your new contacts in Setmore Appointments by utilizing this workflow that swiftly takes those details to create a note in a selected section of your OneNote application. With this streamlined process, you no longer need to manually transfer information between the two apps, saving you effort and reducing chances of errors. Now, every new contact in your Setmore Appointments will seamlessly generate a note in OneNote, leaving you more time to focus on vital tasks.
- When this happens...New Contact
Triggers when a contact is created.
- automatically do this!Create Note in Section
Triggers when a new note is created in a notebook/section.
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Appointment Deleted
Triggers when a appointment is deleted.
Try ItNew Appointment
Triggers when a new appointment is created.
Try ItAppointment Updated
Triggers when a appointment is updated.
Try ItFirst NameRequired
Last Name
Customer EmailRequired
Customer Mobile
Customer Country Code
Customer Address
Customer City
Customer State
Customer Zip
Start DateRequired
End Date
Notes
