Acuity Scheduling + Canopy

Create individual contacts in Canopy for new Acuity Scheduling appointments

Effortlessly manage your client appointments and contacts with this seamless workflow between Acuity Scheduling and Canopy. Whenever a new appointment is scheduled in Acuity Scheduling, this automation will create an individual contact in Canopy, keeping your client information up-to-date and organized. Focus more on providing exceptional service and let this integration take care of the details.

When this happens...
New Appointment
Triggers when a new appointment is scheduled.
TriggerInstant
automatically do this!
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
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- First Name
- Last Name
- E-Mail
Action
Search
Business Client Info Updated
Triggers when a business client's info is updated.
Trigger
Instant
Try It

Individual Client Info Updated
Triggers when an individual client's info is updated.
Trigger
Instant
Try It
Create Individual Client
Creates a new individual client.
Action
Write
Update Individual Client
Updates a new individual client.
Action
Write
- First Name
- Last Name
- Email Address
- External ID
Action
Search
- First Name
- Last Name
- Email Address
- External ID
Action
Search or 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
- Appointment IDRequired
Action
Search
New Business Client
Triggers when a business client is created.
Trigger
Instant
Try It
New Individual Client
Triggers when a new client is created.
Trigger
Instant
Try It
Create Business Client
Creates a business client.
Action
Write
Update Business Client
updates a business client.
Action
Write
- Business Name
- Email Address
- External ID
Action
Search
- Business Name
- Email Address
- External ID
Action
Search or 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 Help

Related categories

Scheduling & Booking

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About Canopy

Canopy provides a practice efficiency suite that simplifies your practice so you can help more clients. Each of our products automates busywork and connects your entire practice so you can focus on what’s important.

Learn more Help

Related categories

Accounting

PRODUCTS

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Acuity Scheduling + Canopy

Create individual contacts in Canopy for new Acuity Scheduling appointments

Appointment Start

Time Before (Unit)

Appointment Type

Calendar

Appointment Canceled

Calendar

Appointment Type

New Product Order

Add Package Code

PackageRequired

Certificate Code

Email Address

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Appointments by Client Info

First Name

Last Name

E-Mail

Business Client Info Updated

Individual Client Info Updated

Create Individual Client

Update Individual Client

Finds an Individual Client

First Name

Last Name

Email Address

External ID

Find or Create Individual Client

First Name

Last Name

Email Address

External ID

New Appointment

Calendar

Appointment Type

Appointment Rescheduled

Calendar

Appointment Type

Add Coupon Code

CouponRequired

Certificate Code

Add Blocked Off Time

CalendarRequired

Start Date and TimeRequired

End Date and TimeRequired

Notes

Find Appointment by ID

Appointment IDRequired

New Business Client

New Individual Client

Create Business Client

Update Business Client

Finds a Business Client

Business Name

Email Address

External ID

Find or Create Business Client

Business Name

Email Address

External ID

About Acuity Scheduling

Related categories

Similar apps

Appointlet

Setmore Appointments

SuperSaaS

About Canopy

Related categories

Related Zap Templates