Wealthbox CRM + Acuity Scheduling + Google Calendar Integrations
How to connect Wealthbox CRM + Acuity Scheduling + Google Calendar
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Do even more with Wealthbox CRM + Acuity Scheduling + Google Calendar
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Wealthbox CRM, Acuity Scheduling, and Google Calendar. And don’t forget that you can add more apps and actions to create complex workflows.
New CommentTriggers when a new comment is created.Trigger- New ContactTriggers when a new contact is created.Trigger
- New EventTriggers when a new event is created.Trigger
- New NoteTriggers when a new note is created.Trigger
- New OpportunityTriggers when a new opportunity is created.Trigger
- New ProjectTriggers when a new project is created.Trigger
- Task CompleteTriggers when a Task has been completed. Non-repeating tasks only.Trigger
- New TaskTriggers when a new task is created.Trigger
- Wealthbox CRM
Triggers when a new workflow is created.
Instant
Trigger
- Wealthbox CRM
Triggers when an existing workflow step is completed.
Instant
Trigger
- Wealthbox CRM
Adds a new family member to a household.
Scheduled
Action
- Wealthbox CRM
Creates a new contact.
Scheduled
Action
- Wealthbox CRM
Creates a new event.
Scheduled
Action
- Wealthbox CRM
Creates a new note.
Scheduled
Action
- Wealthbox CRM
Creates a new opportunity.
Scheduled
Action
- Wealthbox CRM
Creates a new project.
Scheduled
Action
- Wealthbox CRM
Creates a new task.
Scheduled
Action
- Wealthbox CRM
Creates a new household.
Scheduled
Action
- Wealthbox CRM
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
Scheduled
Action
- Wealthbox CRM
Find a contact.
Scheduled
Action
- Wealthbox CRM
Find or Create a Contact
Scheduled
Action
- Acuity Scheduling
Triggers a specified time before an appointment starts.
Scheduled
Trigger
- Acuity Scheduling
Triggers when a new appointment is scheduled.
Instant
Trigger
- Acuity Scheduling
Triggers when an appointment is canceled.
Instant
Trigger
- Acuity Scheduling
Triggers when an appointment in Acuity gets rescheduled.
Instant
Trigger
- Acuity Scheduling
Triggers when a new order is completed.
Instant
Trigger
- Acuity Scheduling
Adds a new coupon code.
Scheduled
Action
- Acuity Scheduling
Adds a new package code.
Scheduled
Action
- Acuity Scheduling
Block off a new range of time on your schedule.
Scheduled
Action
- Acuity Scheduling
Finds an existing appointment by appointment ID.
Scheduled
Action
- Acuity Scheduling
Find existing appointments from client info.
Scheduled
Action
- Google Calendar
Triggers when a calendar is created.
Scheduled
Trigger
- Google Calendar
Triggers when an event is cancelled or deleted.
Scheduled
Trigger
- Google Calendar
Triggers when an event ends.
Scheduled
Trigger
- Google Calendar
Triggers a specified time before an event starts.
Scheduled
Trigger
- Google Calendar
Triggers when an event is created or updated (except when it's cancelled).
Instant
Trigger
- Google Calendar
Triggers when an event is created.
Instant
Trigger
- Google Calendar
Triggers when an event is created that matches a search.
Scheduled
Trigger
- Google Calendar
Invites one or more person to an existing event.
Scheduled
Action
- Google Calendar
Creates a new calendar.
Scheduled
Action
- Google Calendar
Deletes an event.
Scheduled
Action
- Google Calendar
Create an event by defining each field.
Scheduled
Action
- Google Calendar
Create an event from a piece of text. Google parses the text for date, time, and description info.
Scheduled
Action
- Google Calendar
Updates an event. Only filled fields are updated.
Scheduled
Action
- Google Calendar
Finds an event in your calendar.
Scheduled
Action
- Google Calendar
Finds or creates a specific event.
Scheduled
Action
Connect your apps and automate workflows
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How Wealthbox CRM + Acuity Scheduling + Google Calendar Integrations Work
- Step 1: Authenticate Wealthbox CRM, Acuity Scheduling, and Google Calendar.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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