Integrations Setmore Appointments NerdWallet
Setmore Appointments + NerdWallet

Connect Setmore Appointments and NerdWallet to Build Intelligent Automations

Choose a Trigger

Setmore Appointments

When this happens...

Choose an Action

NerdWallet

Automatically do this!

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

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

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 NerdWallet?

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

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

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

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

The data sync between Setmore Appointments and NerdWallet 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 NerdWallet?

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 NerdWallet?

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

About NerdWallet

NerdWallet is a personal finance company that provides tools and resources to help individuals make informed financial decisions. It offers insights on credit cards, banking, investing, loans, and insurance, empowering users to manage their finances effectively.

Learn More