Acuity Scheduling + BenchmarkONE

Acuity Scheduling + BenchmarkONE integrations

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 AppointmentTriggers when a new appointment is scheduled.
TriggerInstant
automatically do this!
Add NoteAdds a note to contact. If contact does not exist, this action creates contact and adds the note.
ActionWrite

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More things you can do with Acuity Scheduling and BenchmarkONE

Discover other triggers and actions you can use with Acuity Scheduling and BenchmarkONE

- Time Before (Unit)
- Appointment Type
- Calendar
- Time Before
  Required
Trigger
Polling
Try It
- Calendar
- Appointment Type
Trigger
Instant
Try It
New Product Order
Triggers when a new order is completed.
Trigger
Instant
Try It
- Package
  Required
- Certificate Code
- Email Address
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- Appointment ID
  Required
Action
Search
- Webhook Name
  Required
Trigger
Instant
Try It

- Note Subject
  Required
- Note Body
  Required
- Contact's Email Address
  Required
- Email Type
  Required
- Contact Status
  Required
- First Name
- Last Name
- Created At
- CopyToCompany
- Update Last Contacted Date?
Action
Write

- Calendar
- Appointment Type
Trigger
Instant
Try It
- Calendar
- Appointment Type
Trigger
Instant
Try It
- Coupon
  Required
- Certificate Code
Action
Write
- Calendar
  Required
- Start Date and Time
  Required
- End Date and Time
  Required
- 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
- Tag
  Required
- Email Address
  Required
- Email Type
  Required
- Contact Status
  Required
- First Name
- Last Name
Action
Write
- Update Existing Contact
  Required
- Email Address
  Required
- Email Type
  Required
- Contact Status
  Required
- 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.

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Related categories

Scheduling & Booking

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About BenchmarkONE

Keep tabs on your contacts, automatically follow up on them, and track your marketing with smart insights in BenchmarkONE's simple CRM.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Marketing Automation

Agile CRM

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Related Zap Templates

Create or update BenchmarkONE contacts for new Acuity Scheduling appointments

Add notes in BenchmarkONE when appointments are rescheduled in Acuity Scheduling