Connect Buddy Punch and SetSmart

Both apps 32Buddy Punch 19SetSmart 13

• Trigger
  Employee Created

  Triggers when a new employee is added to your Buddy Punch account.

• Trigger
  Employee Punched In

  Triggers when an employee punches in, returning the punch with the employee, punch-in time, approval status and hours. Watches the current pay period's time cards.

• Trigger
  Employee Updated

  Triggers when an employee in your Buddy Punch account is added or any of their details change.

• Trigger
  Punch in Changed

  Triggers when an employee's punch-in in the current pay period is recorded or changed (time, approval status or notes).

• Action
  Assign Employee to Department Code

  Assigns one or more employees to a Buddy Punch department code.

• Action
  Assign Employee to Location

  Assigns one or more employees to a Buddy Punch location and returns the location.

• Action
  Create Department Code

  Creates a new department code in Buddy Punch.

• Action
  Create Employee

  Creates a new employee in your Buddy Punch account.

• Action
  Create Location

  Creates a new location in your Buddy Punch account.

• Action
  Create Position

  Creates a new position in your Buddy Punch account.

• Action
  Find Employee

  Finds employees in your Buddy Punch account whose email, username, employee ID or full name matches the value you search for.

• Action
  Get Department Code

  Returns the details of a specific department code in your Buddy Punch account.

• Action
  Get Location

  Returns the details of a specific Buddy Punch location.

• Action
  Get Position

  Returns a single Buddy Punch position by its ID.

• Action
  List Department Code Employees

  Returns the employees assigned to a Buddy Punch department code.

• Action
  List Location Employees

  Returns the employees assigned to a Buddy Punch location.

• Action
  Punch In

  Punches an employee in on Buddy Punch, either the connected user or a chosen employee.

• Action
  Punch Out

  Punches an employee out in Buddy Punch. Defaults to the connected user when no employee is given.

• Action
  Update Employee

  Updates an existing employee in Buddy Punch, such as their name, email, username or active status.

• Trigger
  AI Switched Off

  Triggers when the AI is switched off for a SetSmart lead.

• Trigger
  Failed Message

  Triggers when a message to a SetSmart lead fails to send.

• Trigger
  Lead Accepts to Book a Sales Call

  Triggers when a SetSmart lead agrees to book a sales call.

• Trigger
  Lead Answered

  Triggers when a SetSmart lead answers the AI for the first time.

• Trigger
  New Lead

  Triggers when a new lead (conversation) is created in SetSmart.

• Trigger
  New Resume for Lead

  Triggers when the SetSmart AI generates or updates a lead's qualification summary.

• Action
  Cancel Scheduled Message

  Cancels a pending scheduled template message before it is sent.

• Action
  Export Conversations

  Exports SetSmart conversations with contact info, qualification data and full message transcripts, one page at a time.

• Action
  Find Contact

  Finds SetSmart contacts by contact ID, phone, email, Instagram username or tag, and returns their lead details.

• Action
  List Scheduled Messages

  Lists scheduled WhatsApp template messages, filtered by status, template, contact or date range.

• Action
  Set Lead to Booked

  Marks a SetSmart lead as booked (or un-books it), optionally with the appointment time and Calendly event.

• Action
  Turn Off AI

  Turns off the SetSmart AI for a contact, so it stops replying to that lead. Identify the contact by ID, phone or email.

• Action
  Turn On AI

  Turns the SetSmart AI back on for an existing contact, so it resumes replying. Identify the contact by ID, phone or email.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.