Create checklist in Process Street for new Acuity Scheduling appointment, and add student info to Google Sheets
Create checklist in Process Street for new Acuity Scheduling appointment, and add student info to Google Sheets
Create a checklist when a new appointment is scheduled in Acuity Scheduling, capturing all relevant student information in Google Sheets, and run a workflow in Process Street for organized follow-up.
Workflow preview:
Zap details:
Overview
Create a checklist when a new appointment is scheduled in Acuity Scheduling, capturing all relevant student information in Google Sheets, and run a workflow in Process Street for organized follow-up.