SetSmart × AmbactiBring SetSmart into
the flow of work.
A little less busywork with SetSmart.
Gather contextDo the workReview & share
Contact8 capabilities+
- Add notes to a contact
- Add a tag to a contact
- Find a contact
Find a contact by ID, phone, email or tag
- Import a contact
Create or import a contact into the workspace
- Remove a tag from a contact
- Mark a contact as booked
- Turn the AI off for a contact
- Turn the AI on for a contact
Lead3 capabilities+
- Get many leads
- Get leads that answered
- Get qualified leads ready to book
Message3 capabilities+
- Cancel a scheduled message
- List scheduled messages
- Send a template message
Frequently asked
questions.
What could an Ambacti integration do with SetSmart?
The documented operations include Contact: Add notes to a contact; Contact: Add a tag to a contact; Contact: Find a contact; Contact: Import a contact.
Could I keep a workflow read-only?
For a read-only workflow, limit account permissions to reading data and exclude actions that create, update, or delete records.
Will every action run automatically?
Choose which steps could run on their own and which should pause for review. Changes should follow the permissions and approval rules you set.
Do I need to review actions in SetSmart?
Decide which work could run on its own and which steps need your review.