Acuity Scheduling + Stax

Create new Stax customers from new Acuity Scheduling appointments

Easily streamline your scheduling and customer management tasks with this workflow. When a new appointment is scheduled in Acuity Scheduling, a new customer gets created in the Stax app. This simple automation ensures your client information stays up-to-date in both systems, helping you save time and reduce manual entry. Perfect for businesses looking to efficiently manage appointments and customer data.

When this happens...
New Appointment
Triggers when a new appointment is scheduled.
TriggerInstant
automatically do this!
Create Customer
Creates a new Customer
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 Customer
Triggers when a new customer is created.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Instant
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New Scheduled Invoice
Triggers when a new scheduled invoice is created.
Trigger
Instant
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Deleted Catalog Item
Triggers when a catalog item has been deleted.
Trigger
Instant
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List Payment
Lists your Payments.
Trigger
Polling
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Updated Dispute
Triggers when an existing dispute is updated. Note that the API does not highlight which field(s) have updated.
Trigger
Instant
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Updated Catalog Item
Triggers when an existing catalog item has been updated. Note that the API does not highlight which field(s) have updated.
Trigger
Instant
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Updated Payment
Triggers when a payment (transaction) is updated. Example, a payment is linked to a new customer. Note that a refund is considered a new transaction.
Trigger
Instant
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- Customer
- Internal Memo
- Reference
- The amount of tax to collect
- The subtotal of all line itemsRequired
- The grand total to charge for the invoiceRequired
- Due Date
- Number of line items to populateRequired
- Line items will be populated by:
- Send this now to the customer's email?
- Optionally set a different date for this invoice, defaults to right now
Action
Write
- Customer
- Schedule TypeRequired
- Start OnRequired
- Run IntervalRequired
- Schedule this many timesRequired
- Internal Memo
- Reference
- The amount of tax to collect
- The subtotal of all line itemsRequired
- The grand total to charge for the invoiceRequired
- Number of line items to populateRequired
- Line items will be populated by:
- Send this now to the customer's email?
- Optionally set a different date for this invoice, defaults to right now
Action
Write
- The Item's unique identifier in the catalogRequired
- Item NameRequired
- Number in StockRequired
- Item Code
- Base Price
- Category
- Item Details
- Is Active?
- Is Taxable?
- Is Discount?
- Is Percentage?
- Is Subscription?
- Is Service?
Action
Write
- Search by keywordRequired
Action
Search
- Search by customerRequired
Action
Search
- Search by keywordRequired
Action
Search
- Search by keywordRequired
- Customer
- Internal Memo
- Reference
- The amount of tax to collect
- The subtotal of all line itemsRequired
- The grand total to charge for the invoiceRequired
- Due Date
- Number of line items to populateRequired
- Line items will be populated by:
- Send this now to the customer's email?
- Optionally set a different date for this invoice, defaults to right now
Action
Search or write
- Search by keywordRequired
- Customer
- Schedule TypeRequired
- Start OnRequired
- Run IntervalRequired
- Schedule this many timesRequired
- Internal Memo
- Reference
- The amount of tax to collect
- The subtotal of all line itemsRequired
- The grand total to charge for the invoiceRequired
- Number of line items to populateRequired
- Line items will be populated by:
- Send this now to the customer's email?
- Optionally set a different date for this invoice, defaults to right now
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 Dispute
Triggers when a new dispute is created.
Trigger
Instant
Try It
New Catalog Item
Triggers when a new catalog item is created.
Trigger
Instant
Try It
New Payment
Triggers when a new payment (transaction) is posted to your account.
Trigger
Instant
Try It
Deleted Scheduled Invoice
Triggers when a scheduled invoice has been deleted.
Trigger
Instant
Try It
Updated Customer
Triggers when a an existing customer is updated. Note that the API does not highlight which field(s) have updated.
Trigger
Instant
Try It
Updated Invoice
Triggers when a new invoice is updated. Note that the API does not highlight which field(s) have updated.
Trigger
Instant
Try It
Updated Scheduled Invoice
Triggers when an existing scheduled invoice is updated. Examples: occurence dates changed, amount changes. Note that the API does not highlight which field(s) have updated.
Trigger
Instant
Try It
- First/Given NameRequired
- Last/Family NameRequired
- Email AddressRequired
- Allow Customer to Pay With Credit Card
- Company associated with this customer
- Phone Number
- SMS Number
- Street Address, Line 1
- Street Address, Line 2
- City
- State/Province
- Zip/Postal Code
- Country
- Reference
- Notes about Customer
Action
Write
- Item NameRequired
- Number in StockRequired
- Item Code
- Base Price
- Category
- Item Details
- Is Active?
- Is Taxable?
- Is Discount?
- Is Percentage?
- Is Subscription?
- Is Service?
Action
Write
- Total to ChargeRequired
- Payment MethodRequired
- Invoice
- Create Pre-Authorization?Required
- First/Given NameRequired
Action
Write
- Search by keywordRequired
Action
Search
- Search by keywordRequired
Action
Search
- Search by keywordRequired
Action
Search
- Search by keywordRequired
- First/Given NameRequired
- Last/Family NameRequired
- Email AddressRequired
- Allow Customer to Pay With Credit Card
- Company associated with this customer
- Phone Number
- SMS Number
- Street Address, Line 1
- Street Address, Line 2
- City
- State/Province
- Zip/Postal Code
- Country
- Reference
- Notes about Customer
Action
Search or write
- Search by keywordRequired
- Item NameRequired
- Number in StockRequired
- Item Code
- Base Price
- Category
- Item Details
- Is Active?
- Is Taxable?
- Is Discount?
- Is Percentage?
- Is Subscription?
- Is Service?
Action
Search or write
- Search by keywordRequired
- Total to ChargeRequired
- Payment MethodRequired
- Invoice
- Create Pre-Authorization?Required
- First/Given NameRequired
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

Similar apps

About Stax

Stax makes it easy to accept payments in-person and online and provides businesses with the tools they need to grow.

Learn more

Related categories

Payment Processing

Acuity Scheduling + Stax

Create new Stax customers from new Acuity Scheduling appointments

Appointment Start

Appointment Canceled

New Product Order

Add Package Code

API Request (Beta)

Find Appointment by ID

New Customer

New Invoice

New Scheduled Invoice

Deleted Catalog Item

List Payment

Updated Dispute

Updated Catalog Item

Updated Payment

Create Invoice

Create Scheduled Invoice

Update Catalog Item

Find Invoices

Find Payment Methods

Find Payments

Find or Create Invoice

Find or Create Scheduled Invoice

New Appointment

Appointment Rescheduled

Add Coupon Code

Add Blocked Off Time

Add or Update Client

Find Appointments by Client Info

New Dispute

New Catalog Item

New Payment

Deleted Scheduled Invoice

Updated Customer

Updated Invoice

Updated Scheduled Invoice

Create Customer

Create Item

Make a Payment

Find Customers

Find Items

Find Scheduled Invoices

Find or Create Customer

Find or Create Item

Find or Create Payment

About Acuity Scheduling

Related categories

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Appointlet

Setmore Appointments

SuperSaaS

About Stax

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