Connect Acuity Scheduling and monday.com to unlock the power of automation
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Set up your first integration
Quickly connect Acuity Scheduling to monday.com with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Acuity Scheduling with monday.com - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Appointment Start" from Acuity Scheduling.
Add your action
An action happens after the trigger—such as "Archive Board" in monday.com.
You’re connected!
Zapier seamlessly connects Acuity Scheduling and monday.com, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Time Before (Unit)
- Appointment Type
- Calendar
- Time BeforeRequired
Try ItTriggerPolling- Calendar
- Appointment Type
Try ItTriggerInstant- New Product Order
Triggers when a new order is completed.
Try ItTriggerInstant - PackageRequired
- Certificate Code
- Email Address
ActionWrite
- Calendar
- Appointment Type
Try ItTriggerInstant- Calendar
- Appointment Type
Try ItTriggerInstant- CouponRequired
- Certificate Code
ActionWrite- Calendar
- Start Date and TimeRequired
- End Date and TimeRequired
- Notes
ActionWrite
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Practical ways you can use Acuity Scheduling and monday.com
Track scheduled appointments in project boards
When a new appointment is added in Acuity Scheduling, Zapier creates a corresponding item in your monday.com board. This automation ensures your project board mirrors your active schedule, so you don’t miss deadlines and can manage your time effectively.
Business OwnerMonitor appointment cancellations in project boards
Zapier helps you identify project delays by tracking cancellations. When a client cancels an appointment in Acuity Scheduling, a status update is added in monday.com. This proactive tracking keeps your team informed and ready to adjust schedules if needed.
Project ManagementLog client bookings in sales boards
For every new client booking in Acuity Scheduling, Zapier creates an item in your monday.com sales board. This automation prevents lead tracking errors and ensures your pipeline reflects real-time appointment data for accurate follow-ups.
Sales OpsLearn how to automate Acuity Scheduling on the Zapier blog
Learn how to automate monday.com on the Zapier blog
Frequently Asked Questions about Acuity Scheduling + monday.com integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Acuity Scheduling and monday.com
How do I set up an integration between Acuity Scheduling and monday.com?
You can set up the integration between Acuity Scheduling and monday.com using our platform. Start by selecting Acuity Scheduling as the trigger app and choose a specific trigger event, such as 'New Appointment'. Next, select monday.com as the action app and choose an appropriate action event, like 'Create Item' to automatically create a task in your project board every time a new appointment is scheduled.
Can I automatically update tasks on monday.com when an appointment is canceled in Acuity Scheduling?
Yes, you can configure an automation where canceling an appointment in Acuity Scheduling triggers an update or archive in monday.com. Use the 'Appointment Canceled' trigger from Acuity and map it to an appropriate action like 'Update Item' or 'Archive Item' in your monday.com workflow.
Is it possible to send reminders from monday.com based on scheduled appointments in Acuity Scheduling?
Absolutely, connecting these apps allows you to set triggers such as 'Upcoming Appointment' from Acuity Scheduling. You can link this with a reminder notification through actions like 'Notify Team Member' on monday.com, ensuring timely reminders are sent out for upcoming events.
What types of data can be transferred from Acuity Scheduling to monday.com?
The integration allows for various types of data transfer including appointment details like date, times, client information (name, email), and service types. This data can trigger actions in monday.com such as creating items, updating existing tasks with new details or sending out notifications.
Can I use conditional logic when transferring information between Acuity Scheduling and monday.com?
Yes, our platform supports conditional logic setups. This means you can create workflows that only proceed when specific conditions are met—such as creating a task only if the appointment type matches certain criteria specified by you within your applications.
How often are updates synced between the two applications?
The timing of triggers firing off actions depends on what plan you're using with us. Typically, updates can occur instantly or be slightly delayed depending on server traffic; however, our infrastructure aims at minimizing any latency for real-time integrations whenever possible.
Do I need any technical knowledge to integrate these applications effectively?
No technical expertise is required! We've designed our interface to be user-friendly and intuitive, allowing anyone to set up integrations between Acuity Scheduling and monday.com without needing coding skills—simply follow the step-by-step guide provided within our dashboard.
