Connect Setmore Appointments and documents to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Setmore Appointments
Choose an Action
Automatically do this!
- Request a new Action for documents
Enable Integrations or automations with these events of Setmore Appointments and documents
Enable Integrations or automations with these events of Setmore Appointments and documents
Actions
Create Appointment
Create a new appointment.
Create Customer
Create a new Customer.
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Frequently Asked Questions
To start, connect both your Setmore Appointments and documents accounts to viaSocket. Once connected, you can set up a workflow where an event in Setmore Appointments triggers actions in documents (or vice versa).
Absolutely. You can customize how Setmore Appointments data is recorded in documents. This includes choosing which data fields go into which fields of documents, setting up custom formats, and filtering out unwanted information.
The data sync between Setmore Appointments and documents typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Setmore Appointments and documents. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Setmore Appointments
Setmore helps small businesses book appointments online and grow their business every day.
Learn MoreAbout documents
The otris solution platform (Documents) is an ECM platform for managing documents and business processes.
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