Create client records in Builder Prime for new appointments in Acuity Scheduling
This workflow enhances efficiency by connecting Acuity Scheduling with Builder Prime. When a new appointment is booked in Acuity Scheduling, a client record is instantly created in Builder Prime, saving you time and reducing administrative load. Using this automation, you can ensure that no client details are lost in the transition, allowing you to focus more on providing excellent service.
This workflow enhances efficiency by connecting Acuity Scheduling with Builder Prime. When a new appointment is booked in Acuity Scheduling, a client record is instantly created in Builder Prime, saving you time and reducing administrative load. Using this automation, you can ensure that no client details are lost in the transition, allowing you to focus more on providing excellent service.
- When this happens...New Appointment
Triggers when a new appointment is scheduled.
- automatically do this!Create Client Record
Creates a new client record.
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