PEP Cloud + Setmore Appointments

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.

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.

  1. When this happens...
    Setmore AppointmentsSetmore Appointments
    New Appointment

    Triggers when a new appointment is created.

    TriggerInstant
  2. automatically do this!
    PEP CloudPEP Cloud
    Create or Update Client

    Creates a new client or updates an existing client first based on email and then based on first and last name.

    ActionWrite
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Supported triggers and actions

pep-cloud logo
pep-cloud logo

About PEP Cloud

PEP Cloud is a sales, estimating, and business management tool for everyone, but especially painting contractors.

Related categories

  • Project Management
setmore-appointment logo
setmore-appointment logo

About Setmore Appointments

Setmore Appointments is a free, online scheduling platform that helps you connect with your customers.
Learn more

Related categories

  • Scheduling & Booking