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Acuity Scheduling + Canopy

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

Streamline your appointment setting routines with this workflow between Acuity Scheduling and Canopy. Any new appointment established in Acuity Scheduling translates into a Create Business Client task in Canopy, enhancing business coordination and efficiency. This automatic operation ensures every new appointment is promptly reflected in your Canopy system, elevating your schedule management and saving valuable time.

Streamline your appointment setting routines with this workflow between Acuity Scheduling and Canopy. Any new appointment established in Acuity Scheduling translates into a Create Business Client task in Canopy, enhancing business coordination and efficiency. This automatic operation ensures every new appointment is promptly reflected in your Canopy system, elevating your schedule management and saving valuable time.

  1. When this happens...
    Acuity SchedulingAcuity Scheduling
    New Appointment

    Triggers when a new appointment is scheduled.

    TriggerInstant
  2. automatically do this!
    CanopyCanopy
    Create Business Client

    Creates a business client.

    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
  • Acuity Scheduling triggers, actions, and search

    New Product Order

    Triggers when a new order is completed.

    Trigger
    Instant
    Try It
    • PackageRequired

    • Certificate Code

    • Email Address

    Action
    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
acuity-scheduling logo
acuity-scheduling logo

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 moreHelp

Related categories

  • Scheduling & Booking

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canopy logo

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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