Connect Setmore Appointments and eversign 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 eversign
Enable Integrations or automations with these events of Setmore Appointments and eversign
Enable Integrations or automations with these events of Setmore Appointments and eversign
Actions
Create Appointment
Create a new appointment.
Create Customer
Create a new Customer.
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
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Frequently Asked Questions
To start, connect both your Setmore Appointments and eversign accounts to viaSocket. Once connected, you can set up a workflow where an event in Setmore Appointments triggers actions in eversign (or vice versa).
Absolutely. You can customize how Setmore Appointments data is recorded in eversign. This includes choosing which data fields go into which fields of eversign, setting up custom formats, and filtering out unwanted information.
The data sync between Setmore Appointments and eversign 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 eversign. 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 eversign
eversign is a secure and easy-to-use electronic signature platform that helps individuals and businesses sign, send, and manage documents online. With features like templates, audit trails, and integrations with tools such as Google Drive, Dropbox, and Slack, eversign streamlines workflows while ensuring compliance and security.
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