Connect SetSmart to Zenoti

Both apps 28SetSmart 13Zenoti 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
  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.

• Action
  Add booking

  Creates a service booking request for one or more guests at a center on a date, returning a booking id used to pick, reserve and confirm a slot.

• Action
  Add Employee Security Role

  Assigns a security role to a Zenoti employee for a center, zone, or the organization.

• Action
  Add Notes to an Opportunity

  Adds a note to an existing opportunity in Zenoti.

• Action
  Create Employee

  Creates an employee profile in a Zenoti center, including personal details, job, security role and online catalog information.

• Action
  Create Employee Blockout

  Creates a blockout time (such as a lunch break) on an employee's schedule at a center.

• Action
  Create Guest

  Creates a guest (client profile) in a Zenoti center and returns the new guest record with its id.

• Action
  Delete Employee Blockout

  Permanently deletes a blockout time from an employee's schedule.

• Action
  List appointments of a guest

  Returns the appointment history of a guest, optionally filtered by date range or to upcoming/past appointments.

• Action
  List centers

  Returns all centers (business locations) of your Zenoti organization, with their address, time zone and currency details.

• Action
  List employees

  Returns the employees who are active in a Zenoti center on a given date.

• Action
  List services

  Returns the services offered at a Zenoti center, with pricing (including campaign-discounted pricing when a campaign is given).

• Action
  Merge guests

  Merges one or more duplicate guest records into a target guest in Zenoti.

• Action
  Search for a Guest

  Searches for guests by name, email, phone, zip code, tags, username or user code, in one center or across the organization.

• Action
  Search Guest by ID

  Returns the full profile of a Zenoti guest by their guest ID, including personal info, address, preferences, tags and referral details.

• Action
  Update Employee Blockout

  Updates an existing blockout time (such as a lunch break) on an employee's schedule, including its time, type, notes and recurrence.

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