Acuity Scheduling + Process Plan Integrations

How to connect Acuity Scheduling + Process Plan

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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
Process Plan
Triggers when a field value is changed.
Instant
Trigger
Process Plan
Triggers when a process instance is completed.
Instant
Trigger
Process Plan
Triggers when a process instance is started.
Instant
Trigger
Process Plan
Triggers when a task is assigned.
Instant
Trigger
Process Plan
Triggers when a task is canceled.
Instant
Trigger
Process Plan
Triggers when a task is completed.
Instant
Trigger
Process Plan
Triggers when a task's due date is changed.
Instant
Trigger
Process Plan
Triggers when a task's notes are updated.
Instant
Trigger
Process Plan
Triggers when a task becomes past due.
Instant
Trigger
Process Plan
Triggers when a task's start date is changed.
Instant
Trigger
Process Plan
Cancels a running process.
Scheduled
Action
Process Plan
Updates one or more fields of process.
Scheduled
Action
Process Plan
Cancels a Process Task
Scheduled
Action
Process Plan
Completes a pending task in a running process.
Scheduled
Action
Process Plan
Starts a Process Task out of order. Use with caution.
Scheduled
Action
Process Plan
Starts a new process instance and populates it's fields.
Scheduled
Action
Process Plan
Search for a process instance by field value.
Scheduled
Action

How Acuity Scheduling + Process Plan Integrations Work

Step 1: Authenticate Acuity Scheduling and Process Plan.
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 + Process Plan

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

Related categories

Scheduling & Booking

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About Process Plan

ProcessPlan is a process, procedure, project, and workflow tool. Visually diagram your processes and then let ProcessPlan automate and manage your daily operations so you don't have to worry about making sure things are done correctly. Make your business run like a well-oiled machine while you sit back and relax!