Connect Setmore Appointments and QuickBooks
Integrate Setmore Appointments with QuickBooks to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Appointment in Setmore-appointment when New Invoice in QuickBooks
Create Customer in Setmore Appointment when New Invoice in QuickBooks
Create Appointment in Setmore-appointment when New Customer in QuickBooks
Create Customer in Setmore Appointment when New Customer in QuickBooks
Create Appointment in Setmore-appointment when New Bill in QuickBooks
Popular Setmore Appointments + QuickBooks flows
Start from a real workflow other teams are already running.
Choose a trigger
Setmore Appointments
When this happens...
- Request a new Trigger for Setmore Appointments
Choose an action
QuickBooks
Automatically do this!
Create Payment
Create Department
Create Invoice
Create Customer
Create Account
Get BalanceSheet Report
Get Customer Balance
Get Customer Income
Find Customer by ID
Find Invoices by ID
Find Invoices
Create Appointment in Setmore-appointment when New Invoice in QuickBooks
Use this flowCreate Customer in Setmore Appointment when New Invoice in QuickBooks
Use this flowCreate Appointment in Setmore-appointment when New Customer in QuickBooks
Use this flowCreate Customer in Setmore Appointment when New Customer in QuickBooks
Use this flowCreate Appointment in Setmore-appointment when New Bill in QuickBooks
Use this flowCreate Customer in Setmore Appointment when New Bill in QuickBooks
Use this flowSupported Triggers & Actions
Everything you can automate between Setmore Appointments and QuickBooks.
When this happensTriggers
A trigger is an event that starts a workflow.
New Invoice
Triggers when a new invoice is created.
New Customer
Triggers when a new customer is added.
New Bill
Triggers when a new bill is created.
Do thisActions
Action is the task that follows automatically within your Setmore Appointments integrations.
Create Appointment
Create a new appointment.
Create Customer
Create a new Customer.
Create Payment
Records a new payment transaction.
Create Department
Creates a new department
Create Invoice
Creates a new invoice.
Create Customer
Create a customer record with contact, billing, shipping, tax, payment, and notes information.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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About Setmore Appointments
Setmore helps small businesses book appointments online and grow their business every day.
Learn moreSimilar apps
About QuickBooks
QuickBooks is a comprehensive accounting software designed to manage sales, expenses, and keep track of daily business transactions. It offers features like invoicing, payroll, and financial reporting to help businesses streamline their financial operations.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Setmore Appointments and QuickBooks accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Setmore Appointments and QuickBooks as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach QuickBooks. No coding required.
Yes. You can set up a workflow where Setmore Appointments triggers actions in QuickBooks, and a separate workflow where QuickBooks triggers actions in Setmore Appointments. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Setmore Appointments and QuickBooks. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Setmore Appointments and QuickBooks integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
