Projul + Setmore Appointments Integrations, Built by an AI Agent
Put Projul + Setmore Appointments to work with AI and enterprise-grade automation
4.9/5 on G2·
Google for Startups Accelerator
Workflows you can build between Projul and Setmore Appointments
See the kind of workflows teams build with Projul and Setmore Appointments below — describe the exact one you want above and the Agent builds it on demand.
Projul + Setmore Appointments
When an estimate is accepted in Projul, create a new appointment in Setmore Appointments.
See details
Create onboarding task when client books a session
When a new booking is confirmed in Setmore Appointments, automatically create a preparation task in Projul so team members can prepare required resources.
See details
Update task status when booking is canceled or rescheduled
If an appointment is rescheduled or canceled in Setmore Appointments, automatically update or move the corresponding task in Projul to keep project boards accurate.
See details
Schedule customer follow-up call upon task completion
When a project task is marked complete in Projul, automatically create a booking in Setmore Appointments to schedule a client review meeting.
See details
Browse the full workflow library →
Looking to achieve something else with Projul and Setmore Appointments?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Projul and Setmore Appointments
Everything Projul and Setmore Appointments can do inside a workflow — the triggers that start one and the actions that run when it fires.
Projul Explore Projul →
A construction management software that assists contractors and builders with project scheduling, estimating, lead tracking, and job costing.
TriggersTriggers when a client record changes in Projul: renamed, re-addressed, or given a new contact detail by a matched lead. Unarchiving a client fires this too.
Triggers when a client accepts an estimate. Acceptance happens in the Projul app or on the client's portal link and can never be done through an integration, so this is how an automation learns a job was won. Map "Estimate value" for the amount.
Triggers the moment a lead becomes won work — when its status crosses out of the lead stages. Use it to kick off onboarding, notify the crew, or update a CRM.
Triggers when a new client is added to Projul. A lead that matched an existing client does NOT fire this — Projul recognised them, so use Client Updated for that.
Triggers when a person creates an estimate in Projul. The hidden "ghost" estimates Projul keeps behind some projects for cost tracking do not fire this. Only real, user-created estimates do.
Triggers immediately when a lead is created in Projul. A lead is a project in a lead stage, so this fires on new projects whose status is one of the eight lead statuses.
Posts a message onto a project, task, client, or estimate in Projul. This is an internal note — it cannot send anything to a client.
Archives a client in Projul, taking them out of the active list. Reversible in the app. There is deliberately no Delete Client action — deleting a client also deletes their jobs, estimates and invoices, which is not something a Zap should do unattended.
Marks a Projul task complete, or reopens it. Running it twice is harmless. Careful with EstimateMeeting and EstimateToWrite tasks — completing one of those moves a lead along your sales pipeline.
Creates a client in Projul, or links to the one you already have. Projul matches on both names plus an email or phone, so running this on a list you have imported before will not produce duplicates.
Builds a draft estimate from one of your estimate templates, copying its sections, lines and pricing. The estimate is created as a draft — sending it and getting it approved stay human steps in Projul.
Creates a lead in Projul. A lead is a project in a lead stage, so this creates a project and links it to a client, matching an existing client rather than duplicating them.
Setmore Appointments Explore Setmore Appointments →
Setmore Appointments is an online booking platform that allows businesses to schedule appointments, manage staff calendars, and accept payments.
TriggersTriggers when a appointment is deleted.
Triggers when a contact is deleted.
Triggers when a new appointment is created.
Triggers when a contact is created.
Triggers when a appointment is updated.
Triggers when a contact is updated.
Create a new appointment.
Create a new contact.
Other Project Management apps on Knit
Explore more Project Management integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10,000ft
A high-level resource management and project planning software designed to help businesses manage team capacity and project forecasts.
1st things 1st
1st things 1st is prioritization software designed to help teams analyze, rank, and organize project goals and tasks.
Accelo
Accelo is a cloud service operations platform designed to automate client work, retainers, and business management workflows.
ActiveCollab
A project management and collaboration software that helps teams organize work tasks, track time, and invoice client work.
Acute
Acute is a product feedback management software that allows SaaS teams to collect feature requests, prioritize roadmaps, and engage users.
AdaptiveWork
AdaptiveWork is an enterprise project and portfolio management solution that helps teams track work, resources, and project status.
Aero Workflow
A practice management and workflow automation application built specifically for accounting professionals and bookkeeping firms.
Agiled
An all-in-one business management platform offering project planning, client management, invoicing, time tracking, and HR management.
Other Scheduling & Booking apps on Knit
Explore more Scheduling & Booking integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
3veta
3veta is a communication platform designed for consultants and service providers to manage video meetings, scheduling, and payments.
Acuity Scheduling
Acuity Scheduling is an online appointment scheduling application that allows client-facing businesses to manage booking availability, intake forms, and payments.
Adventure Office
A business management software for outdoor tour operators that manages online reservations, activity scheduling, and customer bookings.
Agendize
Agendize is an online client management and appointment scheduling platform designed to streamline customer interactions and business booking workflows.
allGeo
A field service management platform providing automated workforce scheduling, time tracking, and location management tools.
Appointedd
Appointedd is an online booking and scheduling software that enables businesses to accept appointments and manage staff calendars.
Appointible
Appointible is an online appointment scheduling software that helps service-based businesses manage bookings, staff schedules, and client text reminders.
Appointlet
Appointlet is an online scheduling software that enables businesses to accept client appointments directly into their digital calendars.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Projul + Setmore Appointments
Is there a pre-built Projul + Setmore Appointments automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Projul and Setmore Appointments's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Projul or Setmore Appointments connector?
No. The Agent works whether or not Projul or Setmore Appointments already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How can appointment bookings create project tasks automatically?
Whenever a client schedules a session in Setmore Appointments, a corresponding task is generated in Projul with all relevant appointment details for your team to prepare.
What happens in Setmore Appointments when project milestones or tasks change in Projul?
You can set up workflows where completing preparation tasks in Projul automatically creates or updates the customer booking calendar in Setmore Appointments.