Acuity Scheduling + Upfirst
Start new or update existing Acuity Scheduling clients when calls start in Upfirst
Stay ahead of your scheduling needs with this streamlined process. Every time a call begins in Upfirst, this workflow takes over, ensuring that the necessary client details are promptly added or updated in Acuity Scheduling. With this connection between Upfirst and Acuity Scheduling, tedious manual data entry is eliminated, allowing you to allocate your valuable time to more significant tasks. Experience a smoother, more efficient way to manage your scheduling needs.
Stay ahead of your scheduling needs with this streamlined process. Every time a call begins in Upfirst, this workflow takes over, ensuring that the necessary client details are promptly added or updated in Acuity Scheduling. With this connection between Upfirst and Acuity Scheduling, tedious manual data entry is eliminated, allowing you to allocate your valuable time to more significant tasks. Experience a smoother, more efficient way to manage your scheduling needs.
- When this happens...Call Started
Triggers when a call is answered so you can instantly log details, notify a team member, or start other workflows.
- automatically do this!
This action updates a client's information in Acuity Scheduling. If the client does not exist, it creates a new client.
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