Acuity Scheduling + JobTread

Create new JobTread customers from new Acuity Scheduling appointments

Stay organized and efficient with this streamline process. When a new appointment is set in Acuity Scheduling, it will immediately result in the creation of a customer profile in JobTread. This practical automation saves you from manual data entry, ensuring your customer records in JobTread are up-to-date to enhance your customer management.

When this happens...
New Appointment
Triggers when a new appointment is scheduled.
TriggerInstant
automatically do this!
Create Customer
Create a new customer including optional contacts, locations, and jobs.
ActionWrite

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Supported triggers and actions

What does this mean?

- Time Before (Unit)
- Appointment Type
- Calendar
- Time BeforeRequired
Trigger
Scheduled
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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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- PackageRequired
- Certificate Code
- Email Address
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- First Name
- Last Name
- E-Mail
Action
Search
- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
- Limit files uploaded to this type (optional)
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
- Comment MessageRequired
- Target TypeRequired
- Target IdRequired
- Assignee Emails
Action
Write
- OrganizationRequired
- Customer IDRequired
- NameRequired
- Title
Action
Write
- OrganizationRequired
- Location IDRequired
- Description
- Name
- Account ID
Action
Write
- OrganizationRequired
- NameRequired
- Description
- Target Type
- Target Id
- Parent Task Id
- Start Date
- Start Time
- End Date
- Task Progress
- End Time
- Assigned Membership Ids
- Task Type Name
Action
Write
- OrganizationRequired
- Vendor IDRequired
- NameRequired
- Title
Action
Write
- Query (JSON)Required
Action
Write
- OrganizationRequired
- Job IdRequired
- Description
- Name
- Closed On
Action
Write
- OrganizationRequired
- Task IdRequired
- Task name
- Task Description
- Task Progress
- Parent Task Id
- Start Date
- Start Time
- End Date
- End Time
- Assigned Membership Ids
- Task Type Name
Action
Write
- OrganizationRequired
- File URLsRequired
- Target Type
- Target Id
- File Tag Names
Action
Write
- OrganizationRequired
- Job Number
- Job Name
Action
Search
- OrganizationRequired
- User Email
- User Name
Action
Search

- Calendar
- Appointment Type
Trigger
Instant
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- Calendar
- Appointment Type
Trigger
Instant
Try It
- CouponRequired
- Certificate Code
Action
Write
- CalendarRequired
- Start Date and TimeRequired
- End Date and TimeRequired
- Notes
Action
Write
- Appointment IDRequired
Action
Search
- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
- Limit files updated to this type (optional)
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- AssigneeRequired
- Target TypeRequired
- Target IdRequired
- Notify
Action
Write
- OrganizationRequired
- Add Customer Contact
- Add Location
- Add Files to Customer
Action
Write
- OrganizationRequired
- Job IDRequired
- DateRequired
- Notes
- Notify assignees
- Assignees
Action
Write
- OrganizationRequired
- Account IDRequired
- Location NameRequired
- Location Address
Action
Write
- OrganizationRequired
- Add Vendor Contact
Action
Write
- OrganizationRequired
- Target TypeRequired
- Target IdRequired
- Task Template NameRequired
- Start Date and Time
- Notify
Action
Write
- OrganizationRequired
- Customer Id
- Customer Name
- This customer is taxable
Action
Write
- OrganizationRequired
- Location IdRequired
- Address
- Name
Action
Write
- OrganizationRequired
- Account Id
- Vendor name
Action
Write
- OrganizationRequired
- Customer Name
Action
Search
- OrganizationRequired
- Location Name
Action
Search
- OrganizationRequired
- Vendor Name
Action
Search

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 more Help

Related categories

Scheduling & Booking

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Appointlet

Scheduling & Booking

Setmore Appointments

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SuperSaaS

Scheduling & Booking

About JobTread

JobTread is construction estimating & project management software that will help you keep your budget and jobs on track.

Learn more Help

Related categories

Project Management

PRODUCTS

CAPABILITIES

By team

Acuity Scheduling + JobTread

Create new JobTread customers from new Acuity Scheduling appointments

Appointment Start

Time Before (Unit)

Appointment Type

Calendar

Appointment Canceled

Calendar

Appointment Type

New Product Order

Add Package Code

PackageRequired

Certificate Code

Email Address

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Appointments by Client Info

First Name

Last Name

E-Mail

Customer Contact Updated

OrganizationRequired

Customer Updated

OrganizationRequired

Daily Log Updated

OrganizationRequired

Document Recipient Updated

OrganizationRequired

File Created

OrganizationRequired

Limit files uploaded to this type (optional)

Job Created

OrganizationRequired

Task Created

OrganizationRequired

Vendor Contact Created

OrganizationRequired

Vendor Updated

OrganizationRequired

Create Comment

OrganizationRequired

Comment MessageRequired

Target TypeRequired

Target IdRequired

Assignee Emails

Create Customer Contact

OrganizationRequired

Customer IDRequired

NameRequired

Title

Create Job

OrganizationRequired

Location IDRequired

Description

Name

Account ID

Create Task

OrganizationRequired

NameRequired

Description

Target Type

Target Id

Parent Task Id

Start Date

Start Time

End Date

Task Progress

End Time

Assigned Membership Ids

Task Type Name

Create Vendor Contact