Acuity Scheduling + JobTread integrations
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 AppointmentTriggers when a new appointment is scheduled.
- automatically do this!Create CustomerCreate a new customer including optional contacts, locations, and jobs.
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More things you can do with Acuity Scheduling and JobTread
Discover other triggers and actions you can use with Acuity Scheduling and JobTread
- Time Before (Unit)
- Appointment Type
- Calendar
- Time BeforeRequired
Try ItTriggerPolling- Calendar
- Appointment Type
Try ItTriggerInstant- New Product Order
Triggers when a new order is completed.
Try ItTriggerInstant - PackageRequired
- Certificate Code
- Email Address
ActionWrite
- Calendar
- Appointment Type
Try ItTriggerInstant- Calendar
- Appointment Type
Try ItTriggerInstant- CouponRequired
- Certificate Code
ActionWrite- CalendarRequired
- Start Date and TimeRequired
- End Date and TimeRequired
- Notes
ActionWrite
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