Insightly + Setmore Appointments
Update new Setmore Appointments contacts and create records in Insightly
Whenever a contact is updated in your Setmore Appointments, the changes will be promptly mirrored in your Insightly records. By implementing this workflow, you can ensure consistent data across platforms while saving time on manual data entry. Experience a more streamlined process in managing your records with this convenient, automated solution.
Whenever a contact is updated in your Setmore Appointments, the changes will be promptly mirrored in your Insightly records. By implementing this workflow, you can ensure consistent data across platforms while saving time on manual data entry. Experience a more streamlined process in managing your records with this convenient, automated solution.
- When this happens...Update Contact
Triggers when a contact is updated.
- automatically do this!Create Record
Creates a Record
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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
