If you manage appointments in Setmore and tasks in ClickUp, keeping everything in sync can be time-consuming.
With this zap, every new appointment in Setmore is automatically created as a ClickUp task, including all the important details such as the appointment date and time, customer contact information, the service booked, and more.
Please note: This integration is powered by Zapier, but once configured, it works seamlessly to sync Setmore appointments with Google Sheets automatically. To create a Zapier account, click here.
Generate ClickUp tasks for new appointments
For trigger, select ‘New appointment’ in Setmore
For action, select ‘Create new task’ in ClickUp
Click ‘Connect these apps’
You’ll see a Co-pilot appear on the left that will start setting up your Zap. You can use this feature to handle most of the setup for you.
Connect your Setmore account.
Connect your ClickUp account and pick where tasks should go (workspace, space, list).
Decide which info from Setmore should appear in ClickUp tasks — like customer name, service, or date.
Test it and turn it on. Done! Every new booking now becomes a ClickUp task automatically.
Everything happens in real-time, so all you need to do is move tasks to the right place and tag the relevant team members. This keeps your workflow organized and efficient without any extra manual work.
Need help setting up an integration or exploring which apps could best support your workflow? Book a call with one of our experts and we’ll guide you through the options.