Acuity Scheduling + Taxaroo

Acuity Scheduling + Taxaroo integrations

Schedule new Acuity Scheduling appointments in Taxaroo

Manage your appointments hassle-free with this streamlined workflow. Whenever a new appointment is scheduled in your Acuity Scheduling app, this automation will simultaneously schedule an appointment in the Taxaroo app. No need to manually enter the same information twice. Save time, reduce errors, and focus more on your client service with this convenient solution.

When this happens...
New AppointmentTriggers when a new appointment is scheduled.
TriggerInstant
automatically do this!
Schedule AppointmentSchedules an appointment with selected client.
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.

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Related categories

CRM (Customer Relationship Management)

Related Zap Templates

Create new clients in Taxaroo from new appointments in Acuity Scheduling

Related Zap Templates

Create new clients in Taxaroo from new appointments in Acuity Scheduling