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Acuity Scheduling

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Schedule by Zapier

Trello

Salesforce

Noah Kates Rose didn't have a typical first day when he started as a Business Analyst at eSight Eyewear. "That day, I was watching a demonstration of this gentleman who came in with his wife holding his arm because he couldn't see.

The Scheduling Tips That Help Give Sight to the Blind

Bring your new appointments effortlessly into Salesforce! Keep track of all your Acuity Scheduling appointments in Salesforce with this integration, which automatically creates a new contact in your Salesforce CRM—or searches for an existing one—every time a new appointments is made. 

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.

Triggers a specified time before an appointment starts.

Appointment Start

Triggers when a new appointment is scheduled.

New Appointment

Triggers when an appointment is canceled.

Appointment Canceled

Triggers when an appointment in Acuity gets rescheduled.

Appointment Rescheduled

New Product Order

Finds an existing appointment by appointment ID.

Find Appointment by ID

Find existing appointments from client info.

Find Appointments by Client Info

Add Coupon Code

Add Package Code

Block off a new range of time on your schedule.

Add Blocked Off Time

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

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

Triggers when a new Attachment is added to a case.

New Case Attachment

New Contact

Triggers when a field is updated on the object specified. It will output the old and new field values.

New Field History Tracking Event

Triggers when an attachment, note, or content document is added or updated on any record of the specified Salesforce object.

New or Updated File on Record

New Lead

Triggers when a new outbound message is received in Salesforce.

New Outbound Message

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

New Record

Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

Updated Field on Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

Updated Record

Finds Child Records for a given Parent ID, and returns the Child records as line-items.

Find Child Records

Finds a record of a specified Salesforce object by up to two fields and values you choose.

Find Record

Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).

Find Record(s)

Finds one or more records of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause (with line item support).

Find Record(s) by Query

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

Find Record by Query

Gets all notes and attachments for a record.

Get Record Attachments

Find a record. Optionally create a record if not found.

Find or Create Record

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause. Optionally create a record if not found.

Find or Create Record by Query

Adds an existing contact to an existing campaign.

Add Contact to Campaign

Adds an existing file to an existing Record.

Add File to Record

Adds an existing lead to an existing campaign.

Add Lead to Campaign

Convert Lead to Contact

Create Attachment

Creates records from line items and sets the parent-child relationship.

Create Child Records (with line item support)

Create Contact

Creates a new enhanced note (also known as ContentNote) with optional record attachment.

Create Enhanced Note

Create File

Create Lead

Creates a new note and links it to a parent record

Create Note

Creates a new record of a specified Salesforce object.

Create Record

Creates a new record of a specified Salesforce object. Dates use the UTC format.

Create Record (UTC)

Deletes an existing record of a specified Salesforce object.

Delete Record

Sends an email using Salesforce Simple Email Actions.

Send Email

Updates an existing contact in Salesforce.

Update Contact

Update Lead

Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

Update Record

Updates an existing record of a specified Salesforce object. Dates use the UTC format.

Update Record (UTC)

Find or create Salesforce contacts when new Acuity Scheduling appointments are made

Salesforce's custom objects let you store information specific to your business and workflow. Automatically create custom objects AND search for existing or create new customers in Salesforce when new appointments are made in Acuity Scheduling.

Create Salesforce customers and custom objects for new Acuity Scheduling appointments

If you find yourself constantly copy-and-pasting or exporting-and-importing data from your Acuity forms into Salesforce, let Zapier handle the repetitive, manual work! This integration will grab new information from Acuity and send it into Salesforce. All you have to do is set the amount of time before or after appointments that Zapier looks for new data.

Update Salesforce custom objects before or after new Acuity Scheduling appointments

If you keep track of your daily tasks and weekly completed tasks, this one's for you: Let Zapier build a daily list to house today's tasks and build a completed task list for the entire week.

Schedule is a native Zapier app you can use for recurring tasks. Trigger an action every day of the month, every day of the week or every single day. You can also select the hour of the day. If you're a developer, this is similar to a crontab, cronjob or cron.

Triggers at user-defined intervals (days, weeks, months)

Custom Frequency

Every Day

Every Hour

Triggers every month, on the day(s) selected.

Every Month

Triggers every week, on the day(s) selected.

Every Week

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.

New Board

New Card

Triggers when a Card is archived in Trello.

New Card Archived

Triggers when a Comment is added to a Card in Trello.

New Comment in Card

Triggers when there is activity in Trello.

New Activity

Triggers when a Card is moved to a List in Trello, [inside the same Board](https://zapier.com/apps/trello/help#common-problems-trello#not-triggering-on-card-moved-to-list-when-a-card-is-moved-from-another-board).

Card Moved to List

Triggers at a specified time before a card is due.

Card Due

Triggers when a Card is updated in Trello.

Card Updated

Triggers when a new checklist is created in Trello.

New Checklist

Triggers when a new label is created in Trello.

New Label

Triggers when a label is added in a Trello card.

New Label Added to Card

Triggers when a new list on a board is added.

New List

Triggers when a new member joins a board.

New Member on Board

Triggers when you get a new notification in Trello.

New Notification

Finds a label on a particular board by name.

Find Label on Board

Finds a list on a particular board by name.

Find List on a Board

Finds a checklist on a particular board or card by name.

Find Checklist

Finds a checklist item on a particular checklist by name.

Find Checklist Item

Finds a board in your Trello organization by name.

Find Board

Finds a card in your Trello organization by name, given a specified board and list. Does not search archived cards.

The Scheduling Tips That Help Give Sight to the Blind

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