Acuity Scheduling + Advyzon

Acuity Scheduling + Advyzon integrations

Create new Advyzon contacts for every new appointment in Acuity Scheduling

When a new appointment is scheduled in Acuity Scheduling, streamline your workflow by having the details directly populate in the Advyzon app to create an individual contact. This robust integration saves you time and reduces duplicate data entry. No more manual moving of information between platforms, instead, keep your contact management up-to-date and efficient.

When this happens...
New AppointmentTriggers when a new appointment is scheduled.
TriggerInstant
automatically do this!
Create Individual ContactCreate an individual contact in Advyzon
ActionWrite

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More things you can do with Acuity Scheduling and Advyzon

Discover other triggers and actions you can use with Acuity Scheduling and Advyzon

- Time Before (Unit)
- Appointment Type
- Calendar
- Time Before
  Required
Trigger
Polling
Try It
- Calendar
- Appointment Type
Trigger
Instant
Try It
New Product Order
Triggers when a new order is completed.
Trigger
Instant
Try It
- Package
  Required
- Certificate Code
- Email Address
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- Appointment ID
  Required
Action
Search
- Contact Name
  Required
- First Name
  Required
- Middle Name
- Last Name
  Required
- Email
- Primary Phone
- Business Website
- Birth Date
- Marital Status
- Gender
- Employed Date
- Retired Date
- Wedding Anniversary
- Desired Retirement Age
- Detail Info
- Street address, P.O. box, c/o
- Apt, suite, unit, etc.
- City
- State/Province
- Zip/Postal code
- Type
  Required
Action
Write

- Task Name
  Required
- Start Date
- Due Date
  Required
- Task Type
- Description
  Required
- Status
- All Day
- Organizer Email
- Assigned To
- Priority
- Timezone
- Location
- Related Contact
Action
Write

- Calendar
- Appointment Type
Trigger
Instant
Try It
- Calendar
- Appointment Type
Trigger
Instant
Try It
- Coupon
  Required
- Certificate Code
Action
Write
- Calendar
  Required
- Start Date and Time
  Required
- End Date and Time
  Required
- Notes
Action
Write
Add or Update Client
This action updates a client's information in Acuity Scheduling. If the client does not exist, it creates a new client.
Action
Write
- First Name
- Last Name
- E-Mail
Action
Search
- Note Summary
  Required
- Note Description
- Effective Date
- Relationship Contact ID
Action
Write
- Search a Contact
  Required
Action
Search

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.

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Related categories

Scheduling & Booking

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About Advyzon

Advyzon is an all-in-one advisory platform designed specifically for financial advisors and wealth management firms.

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Related categories

Contact Management