Acuity Scheduling + Canopy

Acuity Scheduling + Canopy integrations

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 this happens...
New AppointmentTriggers when a new appointment is scheduled.
TriggerInstant
automatically do this!
Create Individual ClientCreates a new individual client.
ActionWrite

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More things you can do with Acuity Scheduling and Canopy

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

- Time Before (Unit)
- Appointment Type
- Calendar
- Time Before
  Required
Trigger
Polling
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- Calendar
- Appointment Type
Trigger
Instant
Try It
New Product Order
Triggers when a new order is completed.
Trigger
Instant
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- 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
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
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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

- 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
Business Client Info Updated
Triggers when a business client's info is updated.
Trigger
Instant
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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

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 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.

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Related categories

Accounting

Related Zap Templates

Create business clients in Canopy for every new appointment in Acuity Scheduling

Related Zap Templates

Create business clients in Canopy for every new appointment in Acuity Scheduling