Setmore Appointments + Zoho Books
Create new Zoho Books customers from new Setmore Appointments
This automation starts when a new appointment is made in Setmore Appointments. Perfect for those who use ZOHO Books for managing their client's details, this workflow saves you time and effort by streamlining customer creation. After setting up this automation, each time a new appointment is scheduled in Setmore Appointments, a corresponding customer profile is created in Zoho Books. Say goodbye to the manual transfer of information, and focus on making the most of your appointments.
This automation starts when a new appointment is made in Setmore Appointments. Perfect for those who use ZOHO Books for managing their client's details, this workflow saves you time and effort by streamlining customer creation. After setting up this automation, each time a new appointment is scheduled in Setmore Appointments, a corresponding customer profile is created in Zoho Books. Say goodbye to the manual transfer of information, and focus on making the most of your appointments.
- When this happens...New Appointment
Triggers when a new appointment is created.
- automatically do this!Create Customer
Creates a new customer.
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Appointment Deleted
Triggers when a appointment is deleted.
Try ItNew Appointment
Triggers when a new appointment is created.
Try ItAppointment Updated
Triggers when a appointment is updated.
Try ItFirst NameRequired
Last Name
Customer EmailRequired
Customer Mobile
Customer Country Code
Customer Address
Customer City
Customer State
Customer Zip
Start DateRequired
End Date
Notes