Sync your appointments with Monday.com
New appointments booked with Setmore automatically land in your Monday.com tasklist.
No coding, all results
Connect your apps and new appointment details appear as tasks in your chosen Monday.com board. Everything runs like clockwork in the background.
Automatic transfers
Gone are the days you have to copy booking details from one app to another. This Zap transfers the appointment date and time, service type, and customer info.
Stay in the loop
When a customer self-schedules an appointment using your Booking Page, your to-do list accounts for it. You know what’s on your plate at all times.
Proper time management – it’s not just for Mondays
Ensure your tasklist accounts for your latest calendar updates with the Setmore and Monday.com Zap. When activated, new appointment details mirror from your Setmore calendar and Booking Page to your preferred Monday.com board. It’s all in real-time. Daily scheduling between meetings, appointments and projects becomes a whole lot easier.
How to connect Setmore and Monday.com
- Open this template, click 'Connect monday.com + Setmore Appointments' and log into Zapier.
- 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.
- Log into Monday.com in Zapier and 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.
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