Integrate Intaker with Setmore Appointments to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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How Zapier works

Zapier makes it easy to integrate Intaker with Setmore Appointments - no code necessary. See how you can get setup in minutes.

Select a trigger from Intaker

A trigger is an event that starts your Zap and runs the workflow. For example, with Intaker, a trigger could be "AI Agent Conversations."

A trigger is the event that kicks off your automated workflow.

Setup an action from Setmore Appointments

An action is what takes place after the automation is triggered. For example, with Setmore Appointments, the action could be "Create Appointment."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Intaker to Setmore Appointments

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Intaker to Setmore Appointments integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Connect Intaker and Setmore Appointments to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Connect Intaker and Setmore Appointments to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Organization
  Required
- Agent Name
  Required
Trigger
Instant
Try It
- Organization
  Required
- Bot Name
Trigger
Scheduled
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
- Lead Name
  Required
- Lead Status
- Create Task (Notification via Desk & Email)
  Required
- First Name
- Last Name
- Phone Number
- Phone Number SMS Consent
- Email
- pipelineId
- Stage
- Pipeline Estimated Value
- Pipeline Estimated Cost
- Pipeline Actual Value
- Pipeline Actual Cost
- Pipeline Additional Details
- Note Description
Action
Write

Delete Contact
Triggers when a contact is deleted.
Trigger
Instant
Try It
New Contact
Triggers when a contact is created.
Trigger
Instant
Try It

Update Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
- Email
- Country Code
- Phone
- Home Number
- Office Number
- Address
- City
- State
- Zip
- Notes
Action
Write

- Organization
  Required
- Bot Name
- Prompt Name
Trigger
Scheduled
Try It
- Organization
  Required
- Lead Status Changed To
  Required
- Lead Status Changed From
- Filter
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
Appointment Deleted
Triggers when a appointment is deleted.
Trigger
Instant
Try It
New Appointment
Triggers when a new appointment is created.
Trigger
Instant
Try It
Appointment Updated
Triggers when a appointment is updated.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
- Customer Email
  Required
- Customer Mobile
- Customer Country Code
- Customer Address
- Customer City
- Customer State
- Customer Zip
- Start Date
  Required
- End Date
- Notes
Action
Write

About Intaker

Intaker is a website chat, two-way texting, follow-up automation, client intake and lead management tool built for forward looking law firms

Learn more Help

Related categories

Dashboards

About Setmore Appointments

Setmore helps small businesses book appointments online and grow their business every day.

Learn more Help

Related categories

Scheduling & Booking

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