Acuity Scheduling + Salesforce

Create new Salesforce records for every new appointment in Acuity Scheduling

Simplify your scheduling process with this streamlined solution. Whenever a new appointment is booked in Acuity Scheduling, a corresponding record is immediately created in Salesforce. This approach ensures your records stay up-to-date, facilitating effortless schedule management and saving you valuable time. Enjoy an uncomplicated and seamless data transition with this workflow.

Simplify your scheduling process with this streamlined solution. Whenever a new appointment is booked in Acuity Scheduling, a corresponding record is immediately created in Salesforce. This approach ensures your records stay up-to-date, facilitating effortless schedule management and saving you valuable time. Enjoy an uncomplicated and seamless data transition with this workflow.

  1. When this happens...
    Acuity SchedulingAcuity Scheduling
    New Appointment

    Triggers when a new appointment is scheduled.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record (UTC)

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.). Date inputs will be treated as if they are in UTC

    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
  • Acuity Scheduling triggers, actions, and search

    New Product Order

    Triggers when a new order is completed.

    Trigger
    Instant
    Try It
    • PackageRequired

    • Certificate Code

    • Email Address

    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
acuity-scheduling logo
acuity-scheduling logo

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

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salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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