RepCard + Setmore Appointments
Create new Setmore Appointments when appointments are set in RepCard
Ease the scheduling process by connecting RepCard with Setmore Appointments. With this workflow, every time you set an appointment in RepCard, it will create a new appointment in Setmore Appointments, ensuring you never double-book or lose track of your appointments. This seamless process not only saves time but also enhances the organization and accuracy of your schedule.
Ease the scheduling process by connecting RepCard with Setmore Appointments. With this workflow, every time you set an appointment in RepCard, it will create a new appointment in Setmore Appointments, ensuring you never double-book or lose track of your appointments. This seamless process not only saves time but also enhances the organization and accuracy of your schedule.
- When this happens...Appointment Set
Triggers when a new Appointment is created for any contact.
- automatically do this!Create Appointment
Create a new appointment.
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Trigger when any appointment is changed to the status(s) below:Required
Try ItNew Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
Try ItTrigger when any contact is changed to the status(s) below:
Try ItEventRequired
First Name
Last Name
Ticket NumberRequired
Email
Phone Number
Company Name
Ticket TypeRequired
Appointment Set
Triggers when a new Appointment is created for any contact.
Try ItTrigger when any user registered to the Event belowRequired
Try ItNew User
Triggers when a new user is created.
Try ItAppointment Title
First NameRequired
Last Name
Email
Phone Country Code
Phone Number
Address
State
City
Zip Code
Meeting Location
Meeting Link
Notes
CalendarRequired
SetterRequired
Closer
Appointment Start TimeRequired
Appointment End TimeRequired