Setmore Appointments + Zoho Books
Create new Zoho Books customers from new contacts in Setmore Appointments
This workflow enhances your productivity by seamlessly transposing new contacts from Setmore Appointments into Zoho Books as customers. With this automation enabled, every new contact added in Setmore Appointments promptly becomes a customer in Zoho Books, saving you valuable time. It simply streamlines your customer management, making your business operations more efficient.
This workflow enhances your productivity by seamlessly transposing new contacts from Setmore Appointments into Zoho Books as customers. With this automation enabled, every new contact added in Setmore Appointments promptly becomes a customer in Zoho Books, saving you valuable time. It simply streamlines your customer management, making your business operations more efficient.
- When this happens...New Contact
Triggers when a contact 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