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Acuity Scheduling + Redtail CRM

Create Acuity Scheduling blocked off times for new Redtail CRM activities

Effortlessly manage your schedule with this automation that links Redtail CRM and Acuity Scheduling. Whenever a new activity is created in Redtail CRM, a corresponding blocked-off time will be added to your Acuity Scheduling calendar, making sure you stay on top of your appointments and meetings. Say goodbye to manually updating your calendar and enjoy a more streamlined scheduling process.

Effortlessly manage your schedule with this automation that links Redtail CRM and Acuity Scheduling. Whenever a new activity is created in Redtail CRM, a corresponding blocked-off time will be added to your Acuity Scheduling calendar, making sure you stay on top of your appointments and meetings. Say goodbye to manually updating your calendar and enjoy a more streamlined scheduling process.

  1. When this happens...
    Redtail CRMRedtail CRM
    Activity Created

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    Acuity SchedulingAcuity Scheduling
    Add Blocked Off Time

    Block off a new range of time on your schedule.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
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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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.

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