Acuity Scheduling + Builder Prime
Acuity Scheduling + Builder Prime
Acuity Scheduling + Builder Prime integrations
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.
- When this happens...New AppointmentTriggers when a new appointment is scheduled.
- automatically do this!Create Client RecordCreates a new client record.
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More things you can do with Acuity Scheduling and Builder Prime
Discover other triggers and actions you can use with Acuity Scheduling and Builder Prime
- 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
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About Builder Prime
Builder Prime is a CRM, estimating, scheduling, and production management app for contractors
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