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Acuity Scheduling + Yottled

Add new Acuity Scheduling appointments to Yottled as crm clients

Streamline your scheduling and client management processes with this Acuity Scheduling and Yottled automation. Whenever a new appointment is created in Acuity Scheduling, this workflow will simultaneously create or update a CRM client in Yottled, keeping your client details up to date and easily accessible. Spend less time on manual data entry and focus more on providing exceptional service to your clients.

Streamline your scheduling and client management processes with this Acuity Scheduling and Yottled automation. Whenever a new appointment is created in Acuity Scheduling, this workflow will simultaneously create or update a CRM client in Yottled, keeping your client details up to date and easily accessible. Spend less time on manual data entry and focus more on providing exceptional service to your clients.

  1. When this happens...
    Acuity SchedulingAcuity Scheduling
    New Appointment

    Triggers when a new appointment is scheduled.

    TriggerInstant
  2. automatically do this!
    YottledYottled
    Create/Update CRM Client

    Creates a new or updates an existing CRM client.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Time Before (Unit)

    • Appointment Type

    • Calendar

    • Time BeforeRequired

    Trigger
    Scheduled
    Try It
    • Calendar

    • Appointment Type

    Trigger
    Instant
    Try It
  • Acuity Scheduling triggers, actions, and search

    New Product Order

    Triggers when a new order is completed.

    Trigger
    Instant
    Try It
    • PackageRequired

    • Certificate Code

    • Email Address

    Action
    Write
    • Calendar

    • Appointment Type

    Trigger
    Instant
    Try It
    • Calendar

    • Appointment Type

    Trigger
    Instant
    Try It
    • CouponRequired

    • Certificate Code

    Action
    Write
    • CalendarRequired

    • Start Date and TimeRequired

    • End Date and TimeRequired

    • Notes

    Action
    Write
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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yottled logo
yottled logo

About Yottled

Yottled makes hosting online and in-person experiences delightful and automated.

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