Add appointments as tasks in Asana.
When an appointment is scheduled via Setmore, a new task is automatically created in Asana.
Get all the details
Appointment details including the date, time and customer contact are all synced from Setmore to the new Asana task. Simply click the task to review them.
It’s automatic
There’s no need to transfer appointment details from one platform to the other. Once this Zap is activated, every new booking lands in Asana automatically.
Effortless organization
Your Asana task list is updated in real-time with appointment details. Add new tasks to the relevant project, assign team members, upload attachments and more.
Ready for effortless, efficient appointment management?
Ensure your to-do list accounts for every booking by connecting Setmore and Asana. When an appointment is set via your Booking Page or Setmore calendar, a new task is automatically created in Asana. It’s instant, keeping you one step ahead when it comes to arranging your day, week or month. Enhance the task by associating it with a project or adding collaborators.
How to connect Setmore and Asana.
- Open this template, click 'Connect Asana +Setmore' and log into Zapier.
- Click ‘Connect a new account’ and enter your Setmore account details.
- Next, log into your Asana account in Zapier and select a Workspace, Project and Section to receive appointments as tasks.
- Specify details to send to Asana from Setmore, e.g. appointment date and time.
- Test your Zap and click ‘Turn on Zap’ to complete.
Customize your Zap with an assignee, a status, tags and a priority level. To find out more, visit Zapier.
Keep every project on track by linking your scheduling and task management apps.
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Stay in the loop with additional automation.
Automate confirmations and reminders
Spend less time following up and let Setmore send custom email notifications to your staff and customers.
Add customers to your Mailchimp emails
Learn how to sync your new Setmore contacts with your Mailchimp campaign lists and keep the conversation going.
Collect reviews after every appointment
Set up automatic review requests and encourage more customers to leave feedback on your online Booking Page.
