Create new JobTread contacts from new Setmore Appointments contacts
Effortlessly streamline your client management process with this workflow. Upon receiving new contact details in the Setmore Appointments app, this system will quickly create a corresponding customer contact in the JobTread app. This efficient automation saves time and ensures that all your client information is consistently updated across your different business applications.
Effortlessly streamline your client management process with this workflow. Upon receiving new contact details in the Setmore Appointments app, this system will quickly create a corresponding customer contact in the JobTread app. This efficient automation saves time and ensures that all your client information is consistently updated across your different business applications.
- When this happens...New Contact
Triggers when a contact is created.
- automatically do this!Create Customer Contact
Create a new contact for a customer.
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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