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.
- When this happens...New AppointmentTriggers when a new appointment is created.
- automatically do this!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
- Appointment Deleted
Triggers when a appointment is deleted.
Try ItTriggerInstant - New Appointment
Triggers when a new appointment is created.
Try ItTriggerInstant - Appointment Updated
Triggers when a appointment is updated.
Try ItTriggerInstant - First NameRequired
- Last Name
- Customer EmailRequired
- Customer Mobile
- Customer Country Code
- Customer Address
- Customer City
- Customer State
- Customer Zip
- Start DateRequired
- End Date
- Notes
ActionWrite
- Delete Contact
Triggers when a contact is deleted.
Try ItTriggerInstant - New Contact
Triggers when a contact is created.
Try ItTriggerInstant - Update Contact
Triggers when a contact is updated.
Try ItTriggerInstant - First NameRequired
- Last Name
- Email
- Country Code
- Phone
- Home Number
- Office Number
- Address
- City
- State
- Zip
- Comments
ActionWrite
Related categories
Setmore Appointments is a free, online scheduling platform that helps you connect with your customers.
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