Acuity Scheduling + Microsoft Outlook + Wealthbox CRM Integrations

How to connect Acuity Scheduling + Microsoft Outlook + Wealthbox CRM

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Do even more with Acuity Scheduling + Microsoft Outlook + Wealthbox CRM

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Acuity Scheduling, Microsoft Outlook, and Wealthbox CRM. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

Appointment Start
Triggers a specified time before an appointment starts.
Trigger
Scheduled
New Appointment
Triggers when a new appointment is scheduled.
Trigger
Instant
Appointment Canceled
Triggers when an appointment is canceled.
Trigger
Instant
Appointment Rescheduled
Triggers when an appointment in Acuity gets rescheduled.
Trigger
Instant
New Product Order
Triggers when a new order is completed.
Trigger
Instant

Add Coupon Code
Adds a new coupon code.
Action
Write
Add Package Code
Adds a new package code.
Action
Write

Add Blocked Off Time
Block off a new range of time on your schedule.
Action
Write

Acuity Scheduling
Finds an existing appointment by appointment ID.
Scheduled
Action
Acuity Scheduling
Find existing appointments from client info.
Scheduled
Action
Microsoft Outlook
Triggers at a specified time before an event in your calendar starts.
Scheduled
Trigger
Microsoft Outlook
Triggers when a new event is created in your calendar.
Scheduled
Trigger
Microsoft Outlook
Triggers when a new contact is added to your account
Scheduled
Trigger
Microsoft Outlook
Triggers when a new e-mail is received in your inbox.
Scheduled
Trigger
Microsoft Outlook
Triggers when an event is updated.
Scheduled
Trigger
Microsoft Outlook
Create an event in the calendar of your choice.
Scheduled
Action
Microsoft Outlook
Creates a new contact.
Scheduled
Action
Microsoft Outlook
Creates a draft of an email that can then be reviewed and sent out.
Scheduled
Action
Microsoft Outlook
Send an email from your Outlook account.
Scheduled
Action
Microsoft Outlook
Updates a contact.
Scheduled
Action
Microsoft Outlook
Search for a contact.
Scheduled
Action
Microsoft Outlook
this is the description.
Scheduled
Action
Wealthbox CRM
Triggers when a new comment is created.
Instant
Trigger
Wealthbox CRM
Triggers when a new contact is created.
Instant
Trigger
Wealthbox CRM
Triggers when a new event is created.
Instant
Trigger
Wealthbox CRM
Triggers when a new note is created.
Instant
Trigger
Wealthbox CRM
Triggers when a new opportunity is created.
Instant
Trigger
Wealthbox CRM
Triggers when a new project is created.
Instant
Trigger
Wealthbox CRM
Triggers when a Task has been completed. Non-repeating tasks only.
Instant
Trigger
Wealthbox CRM
Triggers when a new task is created.
Instant
Trigger
Wealthbox CRM
Triggers when a new workflow is created.
Instant
Trigger
Wealthbox CRM
Triggers when an existing workflow step is completed.
Instant
Trigger
Wealthbox CRM
Adds a new family member to a household.
Scheduled
Action
Wealthbox CRM
Creates a new contact.
Scheduled
Action
Wealthbox CRM
Creates a new event.
Scheduled
Action
Wealthbox CRM
Creates a new note.
Scheduled
Action
Wealthbox CRM
Creates a new opportunity.
Scheduled
Action
Wealthbox CRM
Creates a new project.
Scheduled
Action
Wealthbox CRM
Creates a new task.
Scheduled
Action
Wealthbox CRM
Creates a new household.
Scheduled
Action
Wealthbox CRM
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
Scheduled
Action
Wealthbox CRM
Find a contact.
Scheduled
Action
Wealthbox CRM
Find or Create a Contact
Scheduled
Action

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How Acuity Scheduling + Microsoft Outlook + Wealthbox CRM Integrations Work

Step 1: Authenticate Acuity Scheduling, Microsoft Outlook, and Wealthbox CRM.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Acuity Scheduling + Microsoft Outlook + Wealthbox CRM

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