JobTread + Setmore Appointments

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.

  1. When this happens...
    Setmore AppointmentsSetmore Appointments
    New Contact

    Triggers when a contact is created.

    TriggerInstant
  2. automatically do this!
    JobTreadJobTread
    Create Customer Contact

    Create a new contact for a customer.

    ActionWrite
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Supported triggers and actions

jobtread logo
jobtread logo

About JobTread

JobTread is construction estimating & project management software that will help you keep your budget and jobs on track.

Related categories

  • Project Management
setmore-appointment logo
setmore-appointment logo

About Setmore Appointments

Setmore Appointments is a free, online scheduling platform that helps you connect with your customers.
Learn more

Related categories

  • Scheduling & Booking