Connect SetSmart and Spreedly

Both apps 35SetSmart 20Spreedly 15

• 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
  Add Tag

  Adds one or more tags to a SetSmart contact. Identify the contact by ID, phone or email.

• 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
  Import New Contact

  Imports a new lead into SetSmart and, unless turned off, sends them a WhatsApp template message. Duplicates are detected by SetSmart.

• Action
  List Scheduled Messages

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

• Action
  Remove Tags

  Removes one or more tags from a SetSmart contact and returns the tags that remain.

• Action
  Send Template Message to Existing Contact

  Sends (or schedules) a WhatsApp template message to a SetSmart contact, optionally creating the contact if missing.

• Action
  Set Lead to Booked

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

• Action
  Set Lead to Sold

  Records a sale on a SetSmart lead, with amount, currency and your own sale ID.

• 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.

• Action
  Update Custom Fields

  Adds, updates or removes custom fields on a SetSmart contact; new values merge with existing ones.

• Action
  Update Notes to Existing Contact

  Sets the notes on an existing SetSmart contact. Identify the contact by ID, phone or email.

• Trigger
  New Payment Method

  Triggers when a new payment method is added to your Spreedly vault.

• Trigger
  New Transaction

  Triggers when a new transaction is created in your Spreedly environment.

• Action
  Authorize

  Places a hold on a stored payment method through a gateway, to capture later.

• Action
  Capture Transaction

  Captures funds from an earlier authorization.

• Action
  Get Gateway

  Returns one payment gateway by its token.

• Action
  Get Payment Method

  Returns one stored payment method by its token.

• Action
  Get Transaction

  Returns one transaction by its token.

• Action
  List Gateways

  Returns the payment gateways configured in your Spreedly environment.

• Action
  List Payment Methods

  Returns the payment methods stored in your Spreedly vault.

• Action
  List Transactions

  Returns transactions in your Spreedly environment.

• Action
  Redact Payment Method

  Redacts a payment method, removing its sensitive data from the vault.

• Action
  Refund Transaction

  Refunds all or part of a purchase.

• Action
  Retain Payment Method

  Retains a payment method so Spreedly keeps it stored permanently.

• Action
  Update Payment Method

  Updates the non-sensitive details (name, email, expiry, ZIP) of a stored payment method.

• Action
  Void Transaction

  Voids an authorization or an unsettled purchase.

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