1.Detects new appointment
Integrate Acuity Scheduling and project intake boards to detect new bookings and trigger intake item creation.
Create intake task for new integration review bookings
Automatically monitor New Appointment bookings across Acuity Scheduling and convert them into monday.com intake items with Salesforce context. Create and update when cleaned attendee details and district identifiers are readyβso you can assign owners, log contact notes, and route PMO triage without manual board updates.
How this automation turns bookings into intake tasks
When new appointment bookings land in Acuity Scheduling, details often sit unorganized and delay PMO triage. This automation cleans booking data and creates monday.com intake items with Salesforce contextβso your team can act on requests faster.
Acuity Schedulingor swap with your favorite app
2.Reformats timezone fields
Integrate Formatter by Zapier and timezone conversion tools to reformat timezone and display fields for the intake item.
Formatter by Zapieror swap with your favorite app
3.Cleans and splits emails
Integrate Code by Zapier and data cleaning tools to clean and split attendee emails into primary and additional contacts.
Code by Zapieror swap with your favorite app
4.Finds matching account record
Integrate Salesforce and CRM lookup tools to find the account context using district selection from the booking form.
Salesforceor swap with your favorite app
5.Creates intake board item
Integrate monday.com and workflow boards to create an intake item with date, owner lookup, contact notes, and details.
monday.comor swap with your favorite app
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Step 1
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Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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