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.
- When this happens...New Appointment
Triggers when a new appointment is scheduled.
- automatically do this!Create Client
Creates a new client.
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