• Acuity Scheduling logoAcuity Scheduling logo
  • Redtail CRM logoRedtail CRM logo

Acuity Scheduling + Redtail CRM Integrations

How to connect Acuity Scheduling + Redtail CRM

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  • Acuity Scheduling triggers, actions, and search
    Appointment Start
    Triggers a specified time before an appointment starts.
    Trigger
    Scheduled
  • Acuity Scheduling triggers, actions, and search
    New Appointment
    Triggers when a new appointment is scheduled.
    Trigger
    Instant
  • Acuity Scheduling triggers, actions, and search
    Appointment Canceled
    Triggers when an appointment is canceled.
    Trigger
    Instant
  • Acuity Scheduling triggers, actions, and search
    Appointment Rescheduled
    Triggers when an appointment in Acuity gets rescheduled.
    Trigger
    Instant
  • Acuity Scheduling triggers, actions, and search
    New Product Order
    Triggers when a new order is completed.
    Trigger
    Instant
  • Acuity Scheduling triggers, actions, and search
    Add Coupon Code
    Adds a new coupon code.
    Action
    Write
  • Acuity Scheduling triggers, actions, and search
    Add Package Code
    Adds a new package code.
    Action
    Write
  • Acuity Scheduling triggers, actions, and search
    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

  • Redtail CRM

    Triggers when a new activity is created in your database.

    Instant

    Trigger

  • Redtail CRM

    Triggers when an activity is deleted in your database.

    Instant

    Trigger

  • Redtail CRM

    Triggers when an activity is updated in your database.

    Instant

    Trigger

  • Redtail CRM

    Triggers when a new contact is created in your database.

    Instant

    Trigger

  • Redtail CRM

    Triggers when a new contact is deleted in your database.

    Instant

    Trigger

  • Redtail CRM

    Triggers when an existing contact is updated in your database.

    Instant

    Trigger

  • Redtail CRM

    Triggers when a new opportunity is created in your database.

    Instant

    Trigger

  • Redtail CRM

    Triggers when an opportunity is deleted in your database.

    Instant

    Trigger

  • Redtail CRM

    Triggers when an opportunity is updated in your database.

    Instant

    Trigger

  • Redtail CRM

    Triggers when a Workflow Step is completed in your database .

    Instant

    Trigger

  • Redtail CRM

    Triggers when a Workflow Step Task is completed in your database.

    Instant

    Trigger

  • Redtail CRM

    Creates a new activity in your database.

    Scheduled

    Action

  • Redtail CRM

    Creates a new contact in your database.

    Scheduled

    Action

  • Redtail CRM

    Creates a new opportunity in your database.

    Scheduled

    Action

  • Redtail CRM

    Updates and existing activity in your database.

    Scheduled

    Action

  • Redtail CRM

    Updates an existing contact in your database.

    Scheduled

    Action

  • Redtail CRM

    Updates an existing opportunity in your database.

    Scheduled

    Action

How Acuity Scheduling + Redtail CRM Integrations Work

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

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redtailcrm logo
redtailcrm logo

About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
Learn more

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