Integrations Setmore Appointments intaker
Setmore Appointments + intaker

Connect Setmore Appointments and intaker to Build Intelligent Automations

Choose a Trigger

Setmore Appointments

When this happens...

Choose an Action

intaker

Automatically do this!

Enable Integrations or automations with these events of Setmore Appointments and intaker

Enable Integrations or automations with these events of Setmore Appointments and intaker

Actions

Create Appointment

Create Appointment

Create a new appointment.

Create Customer

Create Customer

Create a new Customer.

Request a new Action for Setmore Appointments

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Frequently Asked Questions

How do I start an integration between Setmore Appointments and intaker?

To start, connect both your Setmore Appointments and intaker accounts to viaSocket. Once connected, you can set up a workflow where an event in Setmore Appointments triggers actions in intaker (or vice versa).

Can we customize how data from Setmore Appointments is recorded in intaker?

Absolutely. You can customize how Setmore Appointments data is recorded in intaker. This includes choosing which data fields go into which fields of intaker, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Setmore Appointments and intaker?

The data sync between Setmore Appointments and intaker typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Setmore Appointments to intaker?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Setmore Appointments and intaker?

Yes, you can set conditional logic to control the flow of data between Setmore Appointments and intaker. 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.

Setmore Appointments

About Setmore Appointments

Setmore helps small businesses book appointments online and grow their business every day.

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intaker

About intaker

Intaker is a website chat, two-way texting, follow-up automation, client intake and lead management tool built for forward looking law firms

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