Create or update PEP Cloud clients from new Setmore Appointments
Manage your client information efficiently whenever a new appointment is scheduled in Setmore Appointments. This workflow updates or creates client details in PEP Cloud, relieving you from manually entering details every time a booking is made. Streamline your client management process with this automatic update, making your business operations smoother and more efficient.
Manage your client information efficiently whenever a new appointment is scheduled in Setmore Appointments. This workflow updates or creates client details in PEP Cloud, relieving you from manually entering details every time a booking is made. Streamline your client management process with this automatic update, making your business operations smoother and more efficient.
- When this happens...New Appointment
Triggers when a new appointment is created.
- automatically do this!Create or Update Client
Creates a new client or updates an existing client first based on email and then based on first and last name.
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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