Setmore Appointments + TOConline

Setmore Appointments + TOConline integrations

Create purchase documents in TOConline from new appointments in Setmore Appointments

Streamline your appointment and billing process with this workflow. When a new appointment is scheduled in Setmore Appointments, a corresponding purchase document is instantly created in TOConline. This will not only save you the hassle of manual data entry, but also ensures accurate and timely billing, enhancing business efficiency and customer satisfaction.

When this happens...
New AppointmentTriggers when a new appointment is created.
TriggerInstant
automatically do this!
Create Purchase DocumentCreate Purchase Document
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Setmore Appointments and TOConline

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

Appointment Deleted
Triggers when a appointment is deleted.
Trigger
Instant
Try It
New Appointment
Triggers when a new appointment is created.
Trigger
Instant
Try It
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
New Client
Triggers when a new client is created.
Trigger
Polling
Try It

New Product
Triggers when a new product is created.
Trigger
Polling
Try It
New Sale Document
Triggers when a Documento de Venda is created.
Trigger
Polling
Try It

New Supplier
Triggers when a new supplier exists.
Trigger
Polling
Try It
- Tax registration number
  Required
- Business name
  Required
- Contact name
  Required
- Website
- Phone number
- Mobile number
- Email
  Required
- Observations
- Internal observations
Action
Write
- Item code
  Required
- Item description
  Required
- Sales price
- Sales price includes vat
- Tax code
Action
Write
- Cash account ID
- Bank account ID
- Commercial document series ID
- Payment mechanism
  Required
- Received value
  Required
- Settlement package
- Receivable type
  Required
- Receivable ID
  Required
Action
Write
- Item code
  Required
- Item description
  Required
- Sales price
- Sales price 2
- Sales price 3
- Purchase price
- EAN barcode
- Financial cost
- Transport cost
- Customs cost
- Estimated total cost
Action
Write
- Client ID
  Required
Action
Write
- Document ID
  Required
- Type
- To email
- From email
- From name
- Subject
Action
Write
- Client ID
  Required
- Tax registration number
  Required
- Business name
  Required
- Contact name
  Required
- Website
- Phone number
- Mobile number
- Email
- Observations
- Internal observations
Action
Write
- Service ID
  Required
- Item code
  Required
- Item description
  Required
- Sales price
- Sales price 2
- Sales price 3
- Purchase price
- EAN barcode
- Financial cost
- Transport cost
- Other cost
- Customs cost
- Estimated total cost
Action
Write
- Sales Receipt ID
  Required
Action
Write
- Client ID
Action
Search
- Status
Action
Search
- Sale document ID
Action
Search
- Service code
Action
Search

Delete Contact
Triggers when a contact is deleted.
Trigger
Instant
Try It
New Contact
Triggers when a contact is created.
Trigger
Instant
Try It
Update Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
- Email
- Country Code
- Phone
- Home Number
- Office Number
- Address
- City
- State
- Zip
- Comments
Action
Write
New Payment
Triggers when a new payment is created.
Trigger
Polling
Try It
New Purchase Document
Triggers when a new purchase document is created.
Trigger
Polling
Try It
New Service
Triggers when a new service is created.
Trigger
Polling
Try It
- Address
  Required
- City
- Postal Code
- Region
- Country ID
Action
Write
- Company ID
- Country ID
- Date
- Document Series ID
- Gross total
  Required
- Internal observations
- Net total
- Observations
- Payment mechanism
- Document series prefix
- Third party type
- Third party id
- Check number
- Currency conversion rate
- Payable id
  Required
- Payable type
  Required
- Paid value
  Required
- Settlement percentage
- Currency id
Action
Write
- Document type
  Required
- Date
- Document series id
- Document series prefix
- Supplier ID
- Supplier tax registration number
- Supplier business name
- Supplier address detail
- Supplier postcode
- Supplier city
- Supplier country
- Due date
- Settlement expression
- Vat included prices
- Item ID
- Item code
- Description
- Quantity
- Unit price
- Tax ID
- Tax Code
- Tax percentage
- Item type
  Required
- Unit of measure id
Action
Write
- Document Type
  Required
- Client Name
  Required
- Item Type
- Description
  Required
- Quantity
  Required
- Unit Price
  Required
- Item ID
- Item code
Action
Write
- Tax registration number
  Required
- Business name
  Required
- Website
- Is taxable
- Is tax exempt
- Tax exemption reason ID
- Self billing
- Document series ID
- Internal observations
- Tax country region
- Saft import id
- Accounting number
- Trusted email source
Action
Write
- Supplier ID
  Required
Action
Write
- Address
  Required
- City
  Required
- Postal Code
- Region
- Country ID
- Address ID
  Required
Action
Write
- Product ID
  Required
- Item code
  Required
- Item description
  Required
- Sales price
- Sales price includes vat
- Tax code
Action
Write
- Supplier ID
  Required
- Tax registration number
  Required
- Business name
  Required
- Website
- Is taxable
- Is tax exempt
- Tax exemption reason id
- Self billing
- Document series id
- Internal observations
- Tax country region
- Is independent worker
- Country iso alpha 2
- Saft import id
- Accounting number
- Trusted email source
Action
Write
- Document Type
- Prefix
- Number
Action
Search
- Item code
Action
Search
- Document ID
  Required
Action
Search
- Sales document ID
  Required
Action
Search
- Supplier ID
Action
Search

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

About TOConline

TOConline is an all-in-one platform for accounting, invoicing, and business management, connecting accountants and business owners in real time.

HelpHelp

Related categories

Accounting