Wealthbox CRM + Acuity Scheduling + Google Docs Integrations
How to connect Wealthbox CRM + Acuity Scheduling + Google Docs
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Do even more with Wealthbox CRM + Acuity Scheduling + Google Docs
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 Docs. 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 Docs
Triggers when a new document is added (inside any folder).
Scheduled
Trigger
- Google Docs
Triggers when a new document is added to a specific folder (but not its subfolders).
Scheduled
Trigger
- Google Docs
Appends text to an existing document.
Scheduled
Action
- Google Docs
Creates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like {{name}}, {{email}}, etc.
Scheduled
Action
- Google Docs
Copy an already-existing file from another service to Docs. Will convert the file to Google Doc format if possible.
Scheduled
Action
- Google Docs
Create a new document from text. Also supports limited HTML.
Scheduled
Action
- Google Docs
Search for a specific document by name.
Scheduled
Action
- Google Docs
Finds or creates a specific document.
Scheduled
Action
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How Wealthbox CRM + Acuity Scheduling + Google Docs Integrations Work
- Step 1: Authenticate Wealthbox CRM, Acuity Scheduling, and Google Docs.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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