When call started in Upfirst, sync it to Setmore Appointments.

When a call starts in Upfirst, open scheduling options in Setmore Appointments.

Try:

See all Setmore Appointments + Upfirst integrations or talk to a human

Trusted by teams already building on Knit·

4.9/5 on G2·

Google for Startups Accelerator

How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Setmore Appointments Explore Setmore Appointments →

Triggers

New booking made

Fires when a new booking or appointment is made in Setmore Appointments.

Booking rescheduled or canceled

Fires when a booking in Setmore Appointments is changed or canceled.

New customer

Fires when a new customer books for the first time in Setmore Appointments.

Actions

Create a booking

Creates a new booking or appointment in Setmore Appointments.

Cancel or reschedule a booking

Cancels or moves a booking in Setmore Appointments.

Create or update a customer

Creates or updates a customer record in Setmore Appointments.

Add the booking to a calendar

Adds a booking from Setmore Appointments to a connected calendar.

Upfirst Explore Upfirst →

Triggers

New conversation started

Fires when a new chat or conversation begins in Upfirst.

Lead captured in chat

Fires when Upfirst captures a lead during a conversation.

Conversation handed off

Fires when Upfirst escalates a conversation to a human.

Actions

Send a message

Sends a message to a user through Upfirst.

Generate an answer

Asks Upfirst a question against its knowledge base and returns the answer.

Summarize a conversation

Uses Upfirst to summarize a chat transcript.

Create a ticket from a chat

Opens a support ticket from an Upfirst conversation.

Create customer bookings directly from chatbot conversations When a lead is captured in chat by Upfirst, automatically create a booking in Setmore Appointments to reserve a consultation slot without agent intervention. See details

Send confirmation messages in chat after new bookings When a new booking is made in Setmore Appointments, automatically send a message in Upfirst to confirm appointment details with the visitor. See details

Create customer records when chat support is handed off When a conversation is handed off in Upfirst, automatically create or update a customer record in Setmore Appointments to prepare for their upcoming meeting. See details

See all Setmore Appointments + Upfirst integrations → · Browse the full workflow library →

Enterprise-grade security

Visit our Security Center Review the DPA

FAQ

Common questions

Can Knit build “When call started in Upfirst, sync it to Setmore Appointments.” between Setmore Appointments and Upfirst?

Yes — describe it in the box above and Knit's Integrations Agent researches Setmore Appointments and Upfirst's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How do AI chatbots work with online booking systems?

Integrating Upfirst with Setmore Appointments allows virtual assistants to engage website leads and immediately book calendar slots or register customer details.

Can a chatbot follow up with users after they book an appointment?

Yes, when a booking is made in Setmore Appointments, Upfirst can send a follow-up chat message with confirmation details.