Acuity Scheduling + AgencyBloc integrations
Create activities in AgencyBloc from new Acuity Scheduling appointments
Want to streamline scheduling your appointments and creating reminders in AgencyBloc? Use this Zapier template to automatically create and assign AgencyBloc activities when someone schedules a new Acuity Scheduling appointment with you. This integration will identify the contact via an email address lookup and add the activity to their individual record in AgencyBloc.
- When this happens...New AppointmentTriggers when a new appointment is scheduled.
- automatically do this...Get Individual by Email and NameFinds An Individual By Email And Name
- then do this!Create ActivityCreates an Activity in AgencyBloc.
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More things you can do with Acuity Scheduling and AgencyBloc
Discover other triggers and actions you can use with Acuity Scheduling and AgencyBloc
- 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- CalendarRequired
- Start Date and TimeRequired
- End Date and TimeRequired
- Notes
ActionWrite
Related categories
AgencyBloc is an agency management system for L&H insurance agencies that includes CRM, commissions processing, sales, and automation tools.
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