IntegrationsSetmore Appointmentsprecisely
Setmore Appointments + precisely

Connect Setmore Appointments and precisely to Build Intelligent Automations

Choose a Trigger

Setmore Appointments

When this happens...

Choose an Action

precisely

Automatically do this!

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

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

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 precisely?

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

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

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

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

The data sync between Setmore Appointments and precisely 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 precisely?

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 precisely?

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

About precisely

Precisely provides contract automation, e-signatures, streamlined approvals, digital archiving and smart reminders for all your contracts, all in the cloud.

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