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Acuity Scheduling + Proposify

Create Proposify clients from new Acuity Scheduling appointments

Effortlessly keep track of new appointments and manage client information with this Acuity Scheduling to Proposify workflow. Whenever a new appointment is scheduled in Acuity Scheduling, a client will be created in Proposify, ensuring your client database remains up-to-date. Say goodbye to manual data entry and focus on what matters most—growing your business and building lasting relationships with your clients.

Effortlessly keep track of new appointments and manage client information with this Acuity Scheduling to Proposify workflow. Whenever a new appointment is scheduled in Acuity Scheduling, a client will be created in Proposify, ensuring your client database remains up-to-date. Say goodbye to manual data entry and focus on what matters most—growing your business and building lasting relationships with your clients.

  1. When this happens...
    Acuity SchedulingAcuity Scheduling
    New Appointment

    Triggers when a new appointment is scheduled.

    TriggerInstant
  2. automatically do this!
    ProposifyProposify
    Create Client

    Creates a new client.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Time Before (Unit)

    • Appointment Type

    • Calendar

    • Time BeforeRequired

    Trigger
    Scheduled
    Try It
    • Calendar

    • Appointment Type

    Trigger
    Instant
    Try It
  • Acuity Scheduling triggers, actions, and search

    New Product Order

    Triggers when a new order is completed.

    Trigger
    Instant
    Try It
    • PackageRequired

    • Certificate Code

    • Email Address

    Action
    Write
acuity-scheduling logo
acuity-scheduling logo

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 moreHelp

Related categories

  • Scheduling & Booking

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proposify logo

About Proposify

Streamline your proposals in the cloud with designer-friendly proposal software.