Acuity Scheduling + Solve CRM

Acuity Scheduling + Solve CRM integrations

Create new Solve CRM contacts from new Acuity Scheduling appointments

Start managing your contacts more efficiently with this workflow. Whenever there's a new appointment scheduled in Acuity Scheduling, it instantly creates a new contact in Solve CRM. This way, you'll ensure that your database is always up-to-date, saving time and improving your client relationship management process.

When this happens...
New AppointmentTriggers when a new appointment is scheduled.
TriggerInstant
automatically do this!
Create ContactTriggers when you add a new contact.
ActionWrite

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More things you can do with Acuity Scheduling and Solve CRM

Discover other triggers and actions you can use with Acuity Scheduling and Solve CRM

- Time Before (Unit)
- Appointment Type
- Calendar
- Time Before
  Required
Trigger
Polling
Try It
- Calendar
- Appointment Type
Trigger
Instant
Try It
New Product Order
Triggers when a new order is completed.
Trigger
Instant
Try It
- Package
  Required
- Certificate Code
- Email Address
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- Appointment ID
  Required
Action
Search
New Company
Triggers when you add a new company.
Trigger
Polling
Try It

- Category Tag
  Required
Trigger
Polling
Try It
New User
Triggers when you add a new user account.
Trigger
Polling
Try It
- Shared With...
- Company Name
- Categories
Action
Write

- Calendar
- Appointment Type
Trigger
Instant
Try It
- Calendar
- Appointment Type
Trigger
Instant
Try It
- Coupon
  Required
- Certificate Code
Action
Write
- Calendar
  Required
- Start Date and Time
  Required
- End Date and Time
  Required
- Notes
Action
Write
Add or Update Client
This action updates a client's information in Acuity Scheduling. If the client does not exist, it creates a new client.
Action
Write
- First Name
- Last Name
- E-Mail
Action
Search
New Contact
Triggers when you add a new contact.
Trigger
Polling
Try It
- Category Tag
  Required
Trigger
Polling
Try It
New Workgroup
Triggers when a new workgroup is created.
Trigger
Polling
Try It
- Shared With...
- First Name
- Last Name
- Job Title
- Business Address
- Business Email
- Business Fax
- Business Phone Direct
- Business Phone Extension
- Business Phone Main
- Cellular Phone
- Home Address
- Home Phone
- Other Email
- Personal Email
- Website
- Categories
Action
Write

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.

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Related categories

Scheduling & Booking

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About Solve CRM

Solve is a productivity CRM for teams to manage customer workflows. Simplify all record keeping, scheduling, communication and information sharing - especially when mobile.

HelpHelp

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CRM (Customer Relationship Management)

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