Integrate Acuity Scheduling with Agile CRM

Send information between Acuity Scheduling and Agile CRM automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate Acuity Scheduling and Agile CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Appointment canceled

Triggers when an appointment is canceled

Appointment scheduled

Triggers when a new appointment is scheduled

Appointment created or updated

Triggers when an appointment is created or updated

Product order completed

Triggers when a new product order is completed

Appointment rescheduled

Triggers when an appointment is rescheduled

New Deal

Triggers when a new deal is created

New Ticket

Triggers when a new ticket is created

New Task

Triggers when a new task is created

All Actions - Actions are the automated tasks

Create customer

Creates a new customer

Create appointment

Creates a new appointment. Appointments can be created starting tomorrow.

Block off time

Blocks off a time range on your schedule

Reschedule appointment

Reschedules an existing appointment using appointment ID

Fetch appointment

Fetches an appointment by ID. If the appointment does not exist, you can choose to create a new one.

Create Deal

Creates a new deal

Create Company

Creates a new company

Create Contact

Creates a new contact

Create Event

Creates a new event

Add note to deal

Adds a note to an existing deal

Create Task

Creates a task for the selected contact

Create Ticket

Creates a new ticket

Add note to contact

Adds a note to an existing contact

Update Company

Updates the details of an existing Company based on company ID

Update Task

Updates the details of an existing Task based on task ID

What is Acuity Scheduling?

Acuity Scheduling is online scheduling software that helps you schedule appointments across varying timezones. You can send customized notifications, set up billing integrations, ensure two-way sync, and embed forms and calendars.

What is Agile CRM?

Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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