Popular Acuity Scheduling + Redtail CRM workflows

Our most popular Zap!

• Create activities in Redtail with new Acuity Scheduling appointments

  

  by Zapier

  Zapier

  Try it

  • 
  • 

  Acuity Scheduling, Redtail CRM

  Acuity Scheduling + Redtail CRM

  More details

  1. 

     When this happens

     Step 1: New Appointment

  2. 

     Then do this

     Step 2: Create Activity

  See Zap detailsTry it

  Create activities in Redtail with new Acuity Scheduling appointments

  

  by Zapier

  Zapier

  Create activities in Redtail with new Acuity Scheduling appointments

  Try it

  • 
  • 

  Acuity Scheduling, Redtail CRM

  Acuity Scheduling + Redtail CRM

• Create Redtail CRM activities for new appointments in Acuity Scheduling

  

  by Zapier

  Zapier

  Try it

  • 
  • 

  Acuity Scheduling, Redtail CRM

  Acuity Scheduling + Redtail CRM

  More details

  1. 

     When this happens

     Step 1: New Appointment

  2. 

     Then do this

     Step 2: Create Activity

  See Zap detailsTry it

  Create Redtail CRM activities for new appointments in Acuity Scheduling

  

  by Zapier

  Zapier

  Create Redtail CRM activities for new appointments in Acuity Scheduling

  Try it

  • 
  • 

  Acuity Scheduling, Redtail CRM

  Acuity Scheduling + Redtail CRM

• 

  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

• 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