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Acuity Scheduling + Intaker

Create leads in Intaker from new appointments in Acuity Scheduling

When a new appointment is booked in Acuity Scheduling, this workflow instantly creates a lead in the Intaker app. This streamlined process saves you time by reducing manual data entry, and ensures you never miss a potential customer. Maximize your leads and business growth by taking advantage of this efficient automation.

When a new appointment is booked in Acuity Scheduling, this workflow instantly creates a lead in the Intaker app. This streamlined process saves you time by reducing manual data entry, and ensures you never miss a potential customer. Maximize your leads and business growth by taking advantage of this efficient automation.

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

    Triggers when a new appointment is scheduled.

    TriggerInstant
  2. automatically do this!
    IntakerIntaker
    Create Lead

    create a new lead in your Intaker Account

    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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intaker logo

About Intaker

Intaker is a website chat, two-way texting, follow-up automation, client intake and lead management tool built for forward looking law firms

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