Acuity Scheduling + Taxaroo

Acuity Scheduling + Taxaroo integrations

Create new clients in Taxaroo from new appointments in Acuity Scheduling

Easily manage your client appointments and accounts with this efficient workflow. When a new appointment is booked in Acuity Scheduling, it instantly creates a new client in Taxaroo, saving you the time of manual data entry. Keeping your scheduling and tax services connected has never been this seamless.

When this happens...
New AppointmentTriggers when a new appointment is scheduled.
TriggerInstant
automatically do this!
Create ClientCreates a client in the system.
ActionWrite

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More things you can do with Acuity Scheduling and Taxaroo

Discover other triggers and actions you can use with Acuity Scheduling and Taxaroo

- Time Before (Unit)
- Appointment Type
- Calendar
- Time Before
  Required
Trigger
Polling
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- Calendar
- Appointment Type
Trigger
Instant
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New Product Order
Triggers when a new order is completed.
Trigger
Instant
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- 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 Appointment Scheduled
Triggers when a new appointment is scheduled.
Trigger
Instant
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New Document Requested
Triggers when a new document is requested.
Trigger
Instant
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New Message Sent
Triggers when a new message is sent by a customer.
Trigger
Instant
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New Review Received
Triggers when a new review is received.
Trigger
Instant
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Update Client Info
Triggers when client updates own information.
Trigger
Instant
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- Client Name
  Required
- Tax Year
  Required
- Job Type
  Required
- Price
  Required
- Invoice Description
  Required
Action
Write
- Client Id
  Required
- Message
  Required
- Send as SMS if possible
Action
Write
- Search by name, email, phone (numbers only), or tax year
  Required
Action
Search

- Calendar
- Appointment Type
Trigger
Instant
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- Calendar
- Appointment Type
Trigger
Instant
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- 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 Client Created
Triggers when a new client is created.
Trigger
Instant
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New Document Submitted
Triggers when a new document submitted.
Trigger
Instant
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New Payment
Triggers when a new payment is received.
Trigger
Instant
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New Signature
Triggers when a new e-signature is received.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Date of Birth (YYYY-MM-DD)
- Email
  Required
- Phone Number
- Tax Year
  Required
- Job Type
  Required
- Progress Status
  Required
- Send email to request to ask client to complete on-boarding interview
Action
Write
- Client Name
  Required
- Event Type
  Required
- Select Your Event Type
  Required
- Start Date And Time
  Required
- Notes
Action
Write
- Client Id
  Required
- First Name
- Last Name
- Date of Birth (YYYY-MM-DD)
- Email
- Phone Number
- Phone Type
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 Taxaroo

Taxaroo streamlines tax & CPA firm management with smart data collection, seamless client communication, and organizational tools.

HelpHelp

Related categories

CRM (Customer Relationship Management)