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PEP Cloud + Setmore Appointments

PEP Cloud + Setmore Appointments

PEP Cloud + Setmore Appointments integrations

Create or update PEP Cloud clients from new Setmore Appointments

Manage your client information efficiently whenever a new appointment is scheduled in Setmore Appointments. This workflow updates or creates client details in PEP Cloud, relieving you from manually entering details every time a booking is made. Streamline your client management process with this automatic update, making your business operations smoother and more efficient.

  1. When this happens...
    New Appointment
    New Appointment
    New AppointmentTriggers when a new appointment is created.
  2. automatically do this!
    Create or Update Client
    Create or Update Client
    Create or Update ClientCreates a new client or updates an existing client first based on email and then based on first and last name.
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More things you can do with Setmore Appointments and PEP Cloud

Discover other triggers and actions you can use with Setmore Appointments and PEP Cloud

  • Setmore Appointments triggers, actions, and search
    Appointment Deleted

    Triggers when a appointment is deleted.

    Trigger
    Instant
    Try It
  • Setmore Appointments triggers, actions, and search
    New Appointment

    Triggers when a new appointment is created.

    Trigger
    Instant
    Try It
  • Setmore Appointments triggers, actions, and search
    Appointment Updated

    Triggers when a appointment is updated.

    Trigger
    Instant
    Try It
    • 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
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About PEP Cloud
PEP Cloud is a sales, estimating, and business management tool for everyone, but especially painting contractors.
Related categories
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About Setmore Appointments
Setmore Appointments is a free, online scheduling platform that helps you connect with your customers.
Related categories