Acuity Scheduling + Salesmate

Create Salesmate contacts from new Acuity Scheduling appointments

Easily manage new appointments in Acuity Scheduling by creating contacts in Salesmate. With this automation, every time a new appointment is scheduled in Acuity Scheduling, a contact will be added to Salesmate, streamlining your client management and ensuring all appointment information is accessible in your CRM. Save time and stay organized by connecting Acuity Scheduling and Salesmate through this efficient workflow.

When this happens...
New Appointment
Triggers when a new appointment is scheduled.
TriggerInstant
automatically do this!
Create Contact
Creates a new Contact, probably with input from previous steps.
ActionWrite

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Supported triggers and actions

- Time Before (Unit)
- Appointment Type
- Calendar
- Time BeforeRequired
Trigger
Polling
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- Calendar
- Appointment Type
Trigger
Instant
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New Product Order
Triggers when a new order is completed.
Trigger
Instant
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- 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
New User
Triggers when a new user created.
Trigger
Polling
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New Activity
Triggers when a new activity is created.
Trigger
Instant
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New Company
Triggers when a new company is created.
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Deal
Triggers when a new deal is created.
Trigger
Instant
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- Select ModuleRequired
Trigger
Instant
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Update Activity
Triggers when a new activity update is found.
Trigger
Instant
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Update Contact
Triggers when a new contact update is found.
Trigger
Instant
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- Select ModuleRequired
Trigger
Instant
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- Module NameRequired
- Object IdRequired
- Note
Action
Write
- Teammates
- Participants
Action
Write
Create Contact
Creates a new Contact, probably with input from previous steps.
Action
Write
- Select ModuleRequired
Action
Write
- Enter the Activity IdRequired
- Teammates
- Participants
Action
Write
- Enter the Contact IdRequired
Action
Write
- Enter the Deal IdRequired
- Teammates
- Participants
Action
Write
- Select ModuleRequired
- Enter the Record IdRequired
Action
Write
Search for Total Rows in Company
Searches Total Rows in Company
Action
Search
Search for Total Rows in Deal
Searches Total Rows in Deal
Action
Search
Search Activity
Finds an activity based on different fields
Action
Search
Search Contact
Finds a contact based on different fields
Action
Search
- Select ModuleRequired
Action
Search
Search or Create Company
Search or create Company, if does not exist. Optionally, create one if none are found.
Action
Search
Search or Create Deal
Search or Create a deal , if deal does not exist.
Action
Search
- NameRequired
Action
Search
Find or Create a Company
x
Action
Search or write
- Teammates
- Participants
Action
Search or 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
New De-Activated User
Triggers when a user is de-activated.
Trigger
Polling
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New Activity Note
Triggers when a new activity note is created.
Trigger
Polling
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New Company Note
Triggers when a new company note is created.
Trigger
Polling
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New Contact Note
Triggers when a new contact note is created.
Trigger
Polling
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New Deal Note
Triggers when a new deal note is created.
Trigger
Polling
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- Select ModuleRequired
Trigger
Polling
Try It
Update Company
Triggers when a new company update is found.
Trigger
Instant
Try It
Update Deal
Triggers when a new deal update is found.
Trigger
Instant
Try It
- Select ModuleRequired
- Object IdRequired
- Note
Action
Write
Add New User
Created new User, probably with input from previous step.
Action
Write
Create Company
Creates a new Company, probably with input from previous steps.
Action
Write
- Teammates
- Participants
Action
Write
Random User
Select a random user from active user
Action
Write
- Enter the Company IdRequired
Action
Write
- Select ModuleRequired
- Object IdRequired
- Note IdRequired
- Note
Action
Write
- Module NameRequired
- Object IdRequired
- Note IdRequired
- Note
Action
Write
Search for Total Rows in Activity
Searches Total Rows in Activities
Action
Search
Search for Total Rows in Contacts
Searches Total Rows in Contacts
Action
Search
- Select ModuleRequired
Action
Search
Search Company
Finds a company based on different fields
Action
Search
Search Deal
Finds a deal based on different fields
Action
Search
Search or Create Activity
Search or create Activity , if activity does not exist.
Action
Search
Search or Create Contact
Search or create Contact , if contact does not exist.
Action
Search
- Select ModuleRequired
Action
Search
- Teammates
- Participants
Action
Search or write
Find or create a contact
x
Action
Search or write
- Select ModuleRequired
Action
Search or 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.

Related categories

Scheduling & Booking

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About Salesmate

Salesmate is an All-in-one Sales Management, Automation, and Acceleration Software for Teams of All Sizes & Shapes.

Learn more

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Acuity Scheduling + Salesmate

Create Salesmate contacts from new Acuity Scheduling appointments

Appointment Start

Appointment Canceled

New Product Order

Add Package Code

API Request (Beta)

Find Appointment by ID

New User

New Activity

New Company

New Contact

New Deal

New Custom Module Record

Update Activity

Update Contact

Update Custom Module Record

Add Note

Create Activity

Create Contact

Create Custom Module Record

Update Activity

Update Contact

Update Deal

Update Custom Module Record

Search for Total Rows in Company

Search for Total Rows in Deal

Search Activity

Search Contact

Search Record

Search or Create Company

Search or Create Deal

Search User

Find or Create a Company

Find or Create a Deal

New Appointment

Appointment Rescheduled

Add Coupon Code

Add Blocked Off Time

Add or Update Client

Find Appointments by Client Info

New De-Activated User

New Activity Note

New Company Note

New Contact Note

New Deal Note

New Custom Module Record Note

Update Company

Update Deal

Add Note for Custom Module

Add New User

Create Company

Create Deal

Random User

Update Company

Update Custom Module Note

Update Note

Search for Total Rows in Activity

Search for Total Rows in Contacts

Search for Total Rows of Selected Custom Module

Search Company

Search Deal

Search or Create Activity

Search or Create Contact

Search or Create Custom Module Record

Find or Create an Activity

Find or create a contact

Find or Create a Record

About Acuity Scheduling

Related categories

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Appointlet

Setmore Appointments

SuperSaaS

About Salesmate

Related categories

Similar apps

Zapier Interfaces