Acuity Scheduling + Cloze

Create or update persons in Cloze from new appointments in Acuity Scheduling

Triggered whenever there's a new appointment in Acuity Scheduling, this workflow effortlessly creates or updates a person in the Cloze app. It's a streamlined process that ensures your contacts in Cloze always remain updated with the latest appointments scheduled in Acuity. Ideal for enhancing customer relationship management, this workflow saves time and reduces manual data entry work.

When this happens...
New Appointment
Triggers when a new appointment is scheduled.
TriggerInstant
automatically do this!
Create/Update a Person
Creates or updates a person.
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
- Filters
Trigger
Instant
Try It

- Filters
Trigger
Instant
Try It
- Company NameRequired
- Keyword
- Description
- Keywords
- Industry
- Business Size
- No. Of Employees
- Domains
- Notes
- Share To
- Assign To
- Default Assign To
- Node
- Stage
- Segment
- List
- Remove List
- Facebook
- Twitter
- LinkedIn
- Street Address
- City
- Region
- Postal Code
- Country
- Phone
- Url
- Source App ID
- Source App Link Name
- Source App Link URL
- Source Entity Unique ID
- Additional Fields
Action
Write
- Source App IDRequired
- Source Note IDRequired
- Author Name
- Author Address
- About Name
- About Address
- Subject
- Body
- Body Type
- Source App Name
- Source App URL
- Additional Fields
Action
Write
- Project NameRequired
- Keyword
- Summary
- Keywords
- Notes
- Node
- Project Type
- Project Value
- Stage
- Created (Potential) Date
- Planned Start (Active) Date
- Planned End (Won or Lost) Date
- Source App Name
- Source App URL
- Source App IDRequired
- Source Project Unique IDRequired
- Additional Fields
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
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
- Filters
Trigger
Instant
Try It
- StyleRequired
- From Name
- From AddressRequired
- Recipient Name
- Recipient Address
- Subject
- Body
- Body Type
- Skip Inbox
- Thread ID
- Source App Link Name
- Source App Link URL
- Additional Fields
Action
Write
- Author Name
- Author Address
- Subject
- Body
- Body Type
- About Name
- About Address
- Source App Link Name
- Source App Link URL
- Additional Fields
Action
Write
- Full Name
- Birthday
- Gender
- Email
- Phone
- Keywords
- Headline
- Node
- Keyword
- Notes
- Stage
- Segment
- Assign To
- Default Assign To
- Share To
- List
- RemoveList
- Source App ID
- Source Person Unique ID
- Source App Link Name
- Source App Link URL
- Additional Fields
Action
Write
- Assign To
- TopicRequired
- When
- Participants
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.

Related categories

Scheduling & Booking

Similar apps

About Cloze

Cloze is like a personal assistant for your professional relationships that is always prompting you at the right moment, and remembering what you don’t. It’s the no-work way to see everything about your contacts in one place. Email, phone calls, meetings, notes, follow-ups and social.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Acuity Scheduling + Cloze

Create or update persons in Cloze from new appointments in Acuity Scheduling

Supported triggers and actions

Appointment Start

Appointment Canceled

New Product Order

Add Package Code

API Request (Beta)

Find Appointment by ID

Company Change

Project Change

Create/Update a Company

Create a Note

Create/Update a Project

API Request (Beta)

New Appointment

Appointment Rescheduled

Add Coupon Code

Add Blocked Off Time

Add or Update Client

Find Appointments by Client Info

Person Change

Create Communication

Create Timeline Event

Create/Update a Person

Create ToDo

About Acuity Scheduling

Related categories

Similar apps

Appointlet

Setmore Appointments

SuperSaaS

About Cloze

Related categories

Similar apps

Zapier Interfaces