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Acuity Scheduling + AgencyBloc

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.

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.

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

    Triggers when a new appointment is scheduled.

    TriggerInstant
  2. automatically do this...
    AgencyBlocAgencyBloc
    Get Individual by Email and Name

    Finds An Individual By Email And Name

    ActionSearch
  3. then do this!
    AgencyBlocAgencyBloc
    Create Activity

    Creates an Activity in AgencyBloc.

    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 moreHelp

Related categories

  • Scheduling & Booking

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agencybloc logo
agencybloc logo

About AgencyBloc

AgencyBloc is an agency management system for L&H insurance agencies that includes CRM, commissions processing, sales, and automation tools.

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