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Start with a template that brings Real Geeks and SetSchedule together. Build enterprise-grade automation in minutes.
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How Zapier works
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Choose a trigger
A trigger is the event that starts your Zap—like a "New Lead" from Real Geeks.
Add your action
An action happens after the trigger—such as "Create Opportunity" in SetSchedule.
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Zapier seamlessly connects Real Geeks and SetSchedule, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- SiteRequired
Try ItTriggerInstant- New Opportunity
Triggers when a new opportunity is created.
Try ItTriggerInstant - TypeRequired
- Full NameRequired
- Email
- Phone
- Address Line
- CityRequired
- StateRequired
- Region
- ZipRequired
- LatitudeRequired
- LongitudeRequired
- Price
- Notes
- TemperatureRequired
- Next Activity
- Schedule To
ActionWrite- Type
- Full Name
- Email
- Phone
- Address Line
- City
- State
- Region
- Zip
- Price
- Latitude
- Longitude
ActionSearch
- SiteRequired
- Agent
- SourceRequired
- Type
- First Name
- Last Name
- Phone Number
- Email Address
- Address
- Street Address
- City
- State
- Zip Code
- Contact Message
- Notes
- Region
ActionWrite- Opportunity Updated
Triggers when an opportunity was updated.
Try ItTriggerInstant - Opportunity IDRequired
- NotesRequired
- Temperature
- Next Activity
- Schedule ToRequired
ActionWrite
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