Integrations Setmore Appointments Smartsheet
Setmore Appointments + Smartsheet

Connect Setmore Appointments and Smartsheet to Build Intelligent Automations

Choose a Trigger

Setmore Appointments

When this happens...

Choose an Action

Smartsheet

Automatically do this!

Ready to use Setmore Appointments and Smartsheet automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Row

New Row

Triggers when a new row is added to a sheet.

Updated Row

Updated Row

Triggers when a row is updated in a sheet.

New Attachment

New Attachment

Triggers when a new attachment is added to a row.

Request a new Trigger for Setmore Appointments

Do thisActions

Action is the task that follows automatically within your Setmore Appointments integrations.

Create Appointment

Create Appointment

Create a new appointment.

Create Customer

Create Customer

Create a new Customer.

Add Attachment to Row

Add Attachment to Row

Attaches a file to an existing row.

Copy Row

Copy Row

Copies a row from one sheet to another.

Move Row

Move Row

Moves a row from one sheet to another.

Add Discussion to Row

Add Discussion to Row

Adds discussion to a row.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Setmore Appointments and Smartsheet 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 Smartsheet?

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 Smartsheet?

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

About Smartsheet

Smartsheet is a powerful work management and automation platform that enables teams to plan, track, automate, and report on work. It provides a flexible and intuitive interface for managing projects, tasks, and workflows, making it easier for teams to collaborate and achieve their goals.

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