Create or update Urable customers from new Setmore Appointments
Manage your customer data efficiently with this workflow. Every time you schedule a new appointment using Setmore Appointments, it seamlessly updates or creates customer profile in Urable. This streamlined approach ensures your customer information remains constantly updated and correct, leaving you more time to focus on essential business tasks.
Manage your customer data efficiently with this workflow. Every time you schedule a new appointment using Setmore Appointments, it seamlessly updates or creates customer profile in Urable. This streamlined approach ensures your customer information remains constantly updated and correct, leaving you more time to focus on essential business tasks.
- When this happens...New Appointment
Triggers when a new appointment is created.
- automatically do this!Update/Create Customer
Finds a customer in Urable by email address. If the customer exists, they are updated. If they do not exist, they are created.
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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