1.Monitor new appointment bookings
Integrate Setmore Appointments and scheduling tools to detect new appointment bookings and start the client intake flow.
Create client record and intake tasks from bookings
Automatically capture new appointment bookings across Setmore Appointments and CRM tools. Create and update client records and shared folder links when discovery bookings qualify, names parse correctly, or files are readyβso you can eliminate manual CRM entry, folder setup, and follow-up paperwork.
How this automation creates client records at booking time
When new appointment bookings land, manual CRM entry slows advisors and risks missing meeting context. This automation filters discovery bookings, creates client folders, and builds linked CRM items and projectsβso your team can start with ready-to-use records.
Setmore Appointmentsor swap with your favorite app
2.Filter discovery bookings by criteria
Integrate Filter by Zapier and workflow rules to continue only for discovery-type appointments and the configured advisor criteria.
Filter by Zapieror swap with your favorite app
3.Parse submitted names into fields
Integrate Code by Zapier and data parsing tools to parse optional partner or second-party names and split first and last names.
Code by Zapieror swap with your favorite app
4.Create client folder and link
Integrate Google Drive and file storage tools to create a client folder and return the folder link for meeting materials.
Google Driveor swap with your favorite app
5.Create client and project items
Integrate monday.com and CRM record tools to create client CRM items and separate project or lead items linked by relation.
monday.comor swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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