Clio + Setmore Appointments
Create new Clio contacts from new Setmore Appointments contacts
Create streamlined client management by connecting Setmore Appointments and Clio. Whenever a new contact is added to your Setmore Appointments, this workflow will swiftly update your Clio app, creating a new person contact. Save time by eliminating the need for manual data entry and ensure your customer details in both apps are consistently updated.
Create streamlined client management by connecting Setmore Appointments and Clio. Whenever a new contact is added to your Setmore Appointments, this workflow will swiftly update your Clio app, creating a new person contact. Save time by eliminating the need for manual data entry and ensure your customer details in both apps are consistently updated.
- When this happens...New Contact
Triggers when a contact is created.
- automatically do this!Create Person Contact
Creates a person contact.
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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
