Setmore Appointments + TOConline
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.
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 Appointment
Triggers when a new appointment is created.
- automatically do this!Create Purchase Document
Create Purchase Document
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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