Accelo + Acuity Scheduling

Create sales in Accelo for every new appointment in Acuity Scheduling

Stay on top of your sales process with this seamless connection between Acuity Scheduling and Accelo. When an appointment gets booked in Acuity Scheduling, a corresponding sale is immediately created in Accelo. This way, you can easily transform your prospects into customers, saving ample time and boosting efficiency. No more manual data entry means an organized sales pipeline and peace of mind.

When this happens...
New Appointment
Triggers when a new appointment is scheduled.
TriggerInstant
automatically do this!
Create Sale
Creates a new sale. If the sale's contact does not exist, a new one will be created for you.
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
Task Assigned
Triggers when a task is assigned.
Trigger
Instant
Try It

- EmailRequired
- First Name
- Last Name
- Mobile
- Phone
- Fax
- Comments
- Position
- Company Name
- Company Website
- Company Phone
- Company Fax
- Company Comments
Action
Write
- TitleRequired
- TypeRequired
- EmailRequired
- Salesperson
- Comments
- Value
- Rating
- First Name
- Last Name
- Mobile
- Phone
- Fax
- Position
- Company Name
- Company Phone
- Company Fax
- Company Website
- Company Comments
Action
Write
Pause Timers
Pauses any active timers.
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
New Request
Triggers when a new request is created.
Trigger
Instant
Try It
- TypeRequired
- SubjectRequired
- BodyRequired
- EmailRequired
- First Name
- Last Name
- Mobile
- Phone
- Fax
- Company Name
- Position
- Company Phone
- Company Fax
- Company Website
- Company Comments
- Send on Behalf of Contact
Action
Write
- SubjectRequired
- Initial Seconds
- Auto Start
Action
Write
- Resource URLRequired
Action
Search

About Accelo

Accelo is a unified professional services software platform designed to manage clients, projects, resources, finances, and insights, all in one place.

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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

Accelo + Acuity Scheduling

Create sales in Accelo for every new appointment in Acuity Scheduling

Supported triggers and actions

Appointment Start

Appointment Canceled

New Product Order

Add Package Code

API Request (Beta)

Find Appointment by ID

Task Assigned

Create/Update Contact

Create Sale

Pause Timers

New Appointment

Appointment Rescheduled

Add Coupon Code

Add Blocked Off Time

Add or Update Client

Find Appointments by Client Info

New Request

Create Request

Create Timer

Lookup Webhook Resource

About Accelo

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About Acuity Scheduling

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