Create new Canopy clients from new Acuity Scheduling appointments
When a new appointment is scheduled in Acuity, this workflow will instantly add a new client in Canopy, simplifying your client management process. It helps maintain a steady flow of data between your scheduling and customer relations tools, improving your business's efficiency and coordination.
When a new appointment is scheduled in Acuity, this workflow will instantly add a new client in Canopy, simplifying your client management process. It helps maintain a steady flow of data between your scheduling and customer relations tools, improving your business's efficiency and coordination.
- When this happens...New Appointment
Triggers when a new appointment is scheduled.
- automatically do this!Create Individual Client
Creates a new individual client.
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