Acuity Scheduling + Intaker

Acuity Scheduling + Intaker integrations

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 this happens...
New AppointmentTriggers when a new appointment is scheduled.
TriggerInstant
automatically do this!
Create Leadcreate a new lead in your Intaker Account
ActionWrite

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More things you can do with Acuity Scheduling and Intaker

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

- Time Before (Unit)
- Appointment Type
- Calendar
- Time Before
  Required
Trigger
Polling
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- Calendar
- Appointment Type
Trigger
Instant
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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
- Organization
  Required
- Agent Name
  Required
Trigger
Instant
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- Organization Name
  Required
- Bot Name
- Prompt Name
Trigger
Polling
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- orgId
  Required
- Lead Status Changed To
  Required
- Lead Status Changed From
- Filter
Trigger
Instant
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- Organization Name
  Required
Trigger
Instant
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- Organization Name
  Required
Trigger
Instant
Try It
- Organization
  Required
- Lead Name
  Required
- Lead Status
- Create Task (Notification via Desk & Email)
  Required
- First Name
- Last Name
- Phone Number
- Phone Number SMS Consent
- Email
- Pipeline
- Stage
- Pipeline Estimated Value
- Pipeline Estimated Cost
- Pipeline Actual Value
- Pipeline Actual Cost
- Pipeline Additional Details
- Note Description
Action
Write

- Calendar
- Appointment Type
Trigger
Instant
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- Calendar
- Appointment Type
Trigger
Instant
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- 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
- orgId
  Required
- agentId
  Required
Trigger
Instant
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- Organization Name
  Required
- Bot Name
Trigger
Polling
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- Organization Name
  Required
Trigger
Instant
Try It
- Organization Name
  Required
Trigger
Instant
Try It
- Organization
  Required
- AI Agent
  Required
- First Name
- Last Name
- Phone Number
  Required
- Phone Number SMS Consent
- Note
- Prevent sending text messages if consent is unknown (recommended)
  Required
Action
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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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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