Connect Setmore Appointments and Worksy to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Setmore Appointments
Choose an Action
Automatically do this!
- Request a new Action for Worksy
Enable Integrations or automations with these events of Setmore Appointments and Worksy
Enable Integrations or automations with these events of Setmore Appointments and Worksy
Actions
Create Appointment
Create a new appointment.
Create Customer
Create a new Customer.
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
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Frequently Asked Questions
To start, connect both your Setmore Appointments and Worksy accounts to viaSocket. Once connected, you can set up a workflow where an event in Setmore Appointments triggers actions in Worksy (or vice versa).
Absolutely. You can customize how Setmore Appointments data is recorded in Worksy. This includes choosing which data fields go into which fields of Worksy, setting up custom formats, and filtering out unwanted information.
The data sync between Setmore Appointments and Worksy typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Setmore Appointments and Worksy. 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.
About Setmore Appointments
Setmore helps small businesses book appointments online and grow their business every day.
Learn MoreAbout Worksy
Worksy is a comprehensive platform designed to enhance productivity and streamline project management for teams and individuals. It offers a suite of tools to manage tasks, collaborate with team members, and track project progress efficiently.
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