Acuity Scheduling + LeadConnector

Create tasks in LeadConnector for new Acuity Scheduling appointments

Stay organized and focused by automatically creating tasks in LeadConnector every time an appointment starts in Acuity Scheduling. This workflow helps you manage your schedule more effectively, eliminating the need for manual data entry and ensuring your tasks are up-to-date with your appointments. Keep track of your to-dos and never miss a step when it comes to following up on your appointments.

When this happens...
Appointment Start
Triggers a specified time before an appointment starts.
TriggerScheduled
automatically do this!
Add Task
Adds a task to the account.
ActionWrite

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Supported triggers and actions

What does this mean?

- Time Before (Unit)
- Appointment Type
- Calendar
- Time BeforeRequired
Trigger
Scheduled
Try It
- Calendar
- Appointment Type
Trigger
Instant
Try It
New Product Order
Triggers when a new order is completed.
Trigger
Instant
Try It
- PackageRequired
- Certificate Code
- Email Address
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- Appointment IDRequired
Action
Search
- In PipelineRequired
- Moved to Stage
Trigger
Instant
Try It

- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

- Calendar
- Appointment Type
Trigger
Instant
Try It
- Calendar
- Appointment Type
Trigger
Instant
Try It
- CouponRequired
- Certificate Code
Action
Write
- CalendarRequired
- Start Date and TimeRequired
- End Date and TimeRequired
- Notes
Action
Write
Add or Update Client
This action updates a client's information in Acuity Scheduling. If the client does not exist, it creates a new client.
Action
Write
- First Name
- Last Name
- E-Mail
Action
Search
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date Of Birth
Action
Write
- CampaignRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

About Acuity Scheduling

Easy online appointment scheduling software. Save time by having clients book appointments, complete custom intake forms, and pay in advance 24/7 anywhere in the world.

Learn more

Related categories

Scheduling & Booking

Similar apps

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Learn more

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Acuity Scheduling + LeadConnector

Create tasks in LeadConnector for new Acuity Scheduling appointments

Appointment Start

Time Before (Unit)

Appointment Type

Calendar

Appointment Canceled

Calendar

Appointment Type

New Product Order

Add Package Code

Certificate Code

Email Address

API Request (Beta)

Query String Parameters

Headers

Additional Request Headers

Body

Find Appointment by ID

Pipeline Stage Changed

Moved to Stage

Add/Update Opportunity

First Name

Last Name

Full Name

Phone Number

Email

Address

City

State

Country

Postal Code

Tags (comma delimited string for multiple tags)

Source

Notes

Assign to User

Stop All Campaign's for Lead

Phone Number

Email

First Name

Last Name

Full Name

New Appointment

Calendar

Appointment Type

Appointment Rescheduled

Calendar

Appointment Type

Add Coupon Code

Certificate Code

Add Blocked Off Time

Notes

Add or Update Client

Find Appointments by Client Info

First Name

Last Name

E-Mail

Add/Update Contact

First Name

Last Name

Full Name

Phone Number

Email

Address

City

State

Postal Code

Tags (comma delimited string for multiple tags)

Source

Notes

Business Name

Country

Date Of Birth

Add Lead to Campaign

First Name

Last Name

Full Name

Phone Number

Email

Address