Integrations Setmore Appointments PocketGuard
Setmore Appointments + PocketGuard

Connect Setmore Appointments and PocketGuard to Build Intelligent Automations

Choose a Trigger

Setmore Appointments

When this happens...

Choose an Action

PocketGuard

Automatically do this!

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

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

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 PocketGuard?

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

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

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

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

The data sync between Setmore Appointments and PocketGuard 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 PocketGuard?

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 PocketGuard?

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

About PocketGuard

PocketGuard is a personal finance and budgeting app that helps users track spending, manage subscriptions, and optimize their savings. It connects securely to bank accounts and credit cards, providing insights into cash flow, bills, and budget limits to help users take control of their financial health.

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