Acuity Scheduling + Levitate

Create or update Levitate contacts from new Acuity Scheduling appointments

Easily manage your contacts with this seamless workflow between Acuity Scheduling and Levitate. Whenever you create a new appointment in Acuity Scheduling, this automation updates or creates a corresponding contact in Levitate. This setup streamlines your contact management process, ensuring your Levitate database always stays up-to-date with your latest appointments, thus saving you time and improving efficiency.

When this happens...
New Appointment
Triggers when a new appointment is scheduled.
TriggerInstant
automatically do this!
Create or Update Levitate Contact
Creates or updates a Contact in Levitate
ActionWrite

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Supported triggers and actions

- Time Before (Unit)
- Appointment Type
- Calendar
- Time BeforeRequired
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
- PackageRequired
- Certificate Code
- Email Address
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

- Appointment IDRequired
Action
Search
- Contact ID in Source SystemRequired
- Last Name
- First Name
- Full Name
- Email Addresses
- Phone Numbers
- Address Line 1
- Address Line 2
- Address City
- Address State / Province
- Address Postal Code
- Address Country
- Birthday
- Tags
- Note
Action
Write

- Policy NumberRequired
- Carrier NameRequired
- PremiumRequired
- Renewal DateRequired
- Effective DateRequired
- Policy Holder IDRequired
- Cancellation DateRequired
- Line of BusinessRequired
- Policy ID in the Source SystemRequired
- Origination Date
- Policy Holder First Name
- Policy Holder Last Name
- Policy Holder Email
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
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
- Donor NameRequired
- Donor EmailRequired
- Donation AmountRequired
- Donation Date
- Donation Type
- Campaign
- Donation Stage
- External ID
- Donor ID
Action
Write

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.