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Setmore Integration

Online appointment scheduling for staff, services, and customer bookings. Use Setmore triggers and actions to automate repetitive work around meetings and bookings. When Get Available Time Slots fires, follow up with List Service Categories or List Services so calendars and CRM stay synchronized.
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Supported triggers and actions for Setmore integration

Triggers can detect changes in Setmore and run actions that can create, search or modify data inside Setmore automatically [3] — exactly how you set them.

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    Get Available Time SlotsRetrieves a list of available time slots.
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    List Service CategoriesRetrieves a list of service categories.
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    List ServicesRetrieves a list of services.
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    List StaffRetrieves a list of staff members.
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    Search a CustomerRetrieves a customer by provided phone number, name or email.
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    Search AppointmentsSearches for appointments within a specified date range.
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    Create a CustomerCreates a new customer.
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    Create an AppointmentCreates a new appointment.
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    Make an API CallPerforms an arbitrary authorized API call.
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    Update an AppointmentUpdates an existing appointment.

How to integrate Setmore in automation workflow?

3 simple steps to make your Setmore connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

How Setmore connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Setmore app is called in workflows. That allows your scheduling automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Setmore supports.

The following table illustrates what fields Setmore integration require during authorization flow inside our workflow builder [4].

Demonstration of Setmore connection step inside WEXTL Workflow Builder [4].

FieldTypeHelp
API Tokentext

To request access to the API, first make sure you've already signed up for a free account. Then send an email to [email protected]. See more for details.

Connect Setmore to popular apps on WEXTL

Enter a name of the other app you want to sync with Setmore below. Click on selected app to explore integration options with Setmore. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with Setmore integration

Select List Service Categories action from Setmore - this will be a starting point in your automation. Whenever event happens in Setmore, workflow will start [7] from List Service Categories node.

Search for Create a Customer, connect it as the next step of integration sequence. You can use filters between List Service Categories and Create a Customer, so only important data pass from List Service Categories to the next step. WEXTL gives you full control over the process of Setmore automation. All parts of workflow are visible on the canvas [4].

Setmore on WEXTL has 10 modules for combining scheduling automations. Explore Setmore documentation for more.

Video slide demonstrates how List Service Categories and Create a Customer nodes are used in Setmore workflow.

Video slide demonstrates how List Service Categories and Create a Customer [6] nodes are used in Setmore workflow.

Frequently asked questions

Common questions about automating Setmore in your workflows.

Try Setmore on WEXTL®

Claim your 3-day trial to build Setmore integrations and access every WEXTL® feature.

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References

List of sources used to gather information about the Setmore integration.

  1. Setmore integration source code, module specs and credentials implementation.
  2. Internal Setmore integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official Setmore vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
  5. WEXTL® Apps Library
  6. WEXTL® Setmore App Documentation
  7. WEXTL® Workflow Scheduler
  8. WEXTL® HTTP node documentation