Managing Setmore appointments alongside Monday.com projects can create extra work and missed details.
This integration automatically creates Monday.com items for new appointments booked, including the appointment date and time, customer details, and service information, keeping your schedule and project tasks fully in sync without any manual entry.
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.
Connect Monday.com with Setmore
You can get this workflow running in just a few steps using a pre-built Zapier template:
Open this template, click 'Connect monday.com + Setmore Appointments' and log into Zapier.
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.
In a separate tab, log into your Monday.com account. Click your avatar and head to Developers > Developer > My Access Tokens. Copy the API key and head back to Zapier.
Paste your API key where prompted. Next, select a board to receive appointment details as new cards.
Choose the action event as ‘Create item’.
Specify the appointment details to send from Setmore to Monday.com. These appear in card descriptions.
Select 'Send test' to ensure data syncs correctly and then click 'Turn on Zap'.
For more information about connecting Setmore and Monday.com, visit Zapier.
Please note: You can customize the fields sent to Monday.com. For example, include service type, assigned staff, or additional booking details depending on how you use Monday.com boards.
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.