Connect Setmore Online Scheduling to Other Apps with Zapier
Zapier allows you to connect apps by setting up custom triggers in one platform and resulting actions in one or more other platforms. It’s an easy way to automate a process that you’d otherwise have to perform manually.
How it works with Setmore
Setmore supports triggers and actions based on new customer profiles in your account. This allows you to easily import/export customer data between Setmore and another popular platform of your choice.
Schedule Appointments with Customers and Flow Data to Other Apps
Zapier is all about setting up integrations between the most popular software platforms you use, and getting them to talk to each other and share data. The end result: you can automate some of your most tedious tasks, saving you time and freeing you up to focus on more “big picture” projects. As a featured app in Zapier, Setmore can connect and share data with other apps like Base, Insightly, MailChimp, and others.
Book appointments with your customers and automate the flow of data to your other productivity apps. Sign up for a free Setmore account today!
Define Triggers and Actions to Get Results
Zapier works based on triggers and actions. When the trigger event occurs in one app, it will result in some action that moves data to another app. For example, your trigger event could be “Whenever a new contact is created in Google Contacts,” and the resultant action could be “Copy that contact information into Setmore as a new customer profile.” Each trigger-action combination is referred to as a Zap.
Connect Your Zapier Account to Setmore
Zapier gives you a ton of flexibility if you want to import or export data to/from your Setmore account. But first you’ll need to sign up for a free a Zapier account to create your own Zaps.
Step 1: Create a Zapier account to manage your Zaps.
Step 2: Add and connect your Setmore account to your Selected Apps in Zapier.
Step 3: Set up triggers and actions to connect Setmore to other apps.
Frequently Asked Questions
Using Zapier, can I connect Setmore to two or more apps?
Zapier accounts are free and they allow you to connect apps on a one-to-one basis. However, with a paid Zapier account, you can create more complicated Zaps with one trigger and multiple actions.
I’ve connected Setmore to my Zapier directory but my Zaps aren’t working.
First make sure that the correct Setmore account was added to your Zapier account. When you first connect Setmore to your Zapier directory, you’ll be prompted to log in with your Setmore username and password. If you normally use Google or Facebook social-sign-in to access your Setmore account, you’ll have to go back and create a password. In Zapier, navigate to “Connected Accounts” then Reconnect or Disconnect your Setmore account and try again.