Acuity Scheduling + BenchmarkONE

Add notes in BenchmarkONE for new appointments in Acuity Scheduling

Stay organized and boost your efficiency with this streamlined process. As soon as a new appointment is scheduled in Acuity Scheduling, a corresponding note gets promptly created in BenchmarkONE. This seamless link between your scheduling and CRM tools ensures crucial information never goes unnoticed, thus enhancing your productivity. This smart approach saves you time and eliminates manual data entry.

When this happens...
New Appointment
Triggers when a new appointment is scheduled.
TriggerInstant
automatically do this!
Add Note
Adds a note to contact. If contact does not exist, this action creates contact and adds the note.
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
New Product Order
Triggers when a new order is completed.
Trigger
Instant
Try It
- PackageRequired
- Certificate Code
- Email Address
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- Appointment IDRequired
Action
Search
- Webhook NameRequired
Trigger
Instant
Try It

- Note SubjectRequired
- Note BodyRequired
- Contact's Email AddressRequired
- Email TypeRequired
- Contact StatusRequired
- First Name
- Last Name
- Created At
- Copy To Company
- Update Last Contacted Date?
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
- TagRequired
- Email AddressRequired
- Email TypeRequired
- Contact StatusRequired
- First Name
- Last Name
Action
Write
- Update Existing ContactRequired
- Email AddressRequired
- Email TypeRequired
- Contact StatusRequired
- First Name
- Last Name
- Title
- Company
- Temperature
- Phone Number
- Phone Number Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
- Address Type
- Social Media URL
- Social Media Type
- Instant Message Username
- Instant Message Type
- Website URL
- Source
- Tag to Add
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