Acuity Scheduling + Workiz

Create Workiz leads from new Acuity Scheduling appointments

Save time and streamline your sales process by connecting Acuity Scheduling with Workiz. With this workflow, whenever a new appointment is scheduled in Acuity Scheduling, a lead is instantly created in Workiz. This seamless integration ensures that your sales team always has the most up-to-date information, allowing them to focus on closing deals and providing excellent customer service.

When this happens...
New Appointment
Triggers when a new appointment is scheduled.
TriggerInstant
automatically do this!
Create Lead
Schedules a new lead in your Workiz account.
ActionWrite

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Supported triggers and actions

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

- Appointment IDRequired
Action
Search
Job Is Done
Triggers when a job is completed and status has changed to Done
Trigger
Scheduled
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Lead Status Change
Triggers when a lead status is changed
Trigger
Scheduled
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New Lead
Triggers when a new lead is created.
Trigger
Scheduled
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- First NameRequired
- Last name
- Phone Number
- Address
- City
- State
- PostalCode
- Lead start time
- Email address
- Lead source
- Description
- Company
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
Job Status Change
Triggers when a job status is changed
Trigger
Scheduled
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New Job
Triggers when a new job is created.
Trigger
Scheduled
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- First NameRequired
- Last name
- Phone
- AddressRequired
- CityRequired
- State
- PostalCodeRequired
- Jobs start timeRequired
- Job TypeRequired
- Service Area
- Email address
- Job source
- JobNotes
- Company
- Phone Ext
- Second Phone
- Second Phone Ext
- Unit
- Job End Date Time
- Client Id
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 Workiz

Workiz makes it easier than ever for service business owners to run their business, save time, make their team more efficient and their business more profitable.

Related categories

Scheduling & Booking

Acuity Scheduling + Workiz

Create Workiz leads from new Acuity Scheduling appointments

Supported triggers and actions

Appointment Start

Appointment Canceled

New Product Order

Add Package Code

API Request (Beta)

Find Appointment by ID

Job Is Done

Lead Status Change

New Lead

Create Lead

New Appointment

Appointment Rescheduled

Add Coupon Code

Add Blocked Off Time

Add or Update Client

Find Appointments by Client Info

Job Status Change

New Job

Create Job

About Acuity Scheduling

Related categories

Similar apps

Appointlet

Setmore Appointments

SuperSaaS

About Workiz

Related categories