Create or update OpenPhone contacts when new Setmore Appointments are scheduled
Manage your professional contacts efficiently with this workflow. Whenever there's a new appointment in Setmore Appointments, this system will immediately update or create a new contact in your OpenPhone program. This simple yet effective automation relieves you from the redundant task of manual entry, ensuring your database remains up-to-date for prompt and effective communication with your clients.
Manage your professional contacts efficiently with this workflow. Whenever there's a new appointment in Setmore Appointments, this system will immediately update or create a new contact in your OpenPhone program. This simple yet effective automation relieves you from the redundant task of manual entry, ensuring your database remains up-to-date for prompt and effective communication with your clients.
- When this happens...New Appointment
Triggers when a new appointment is created.
- automatically do this!Create or Update Contact
Creates a contact or updates an existing 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