Integrate Acuity Scheduling with Capsule CRM

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

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Create Capsule CRM people from new Acuity Scheduling appointments

This flow creates a new person in Capsule CRM for every appointment that you schedule in Acuity Scheduling. This way, you can automatically keep a record of each new lead that you communicate with.

How it works

1. A new appointment is created in Acuity Scheduling. 

2. Zoho Flow adds a person in Capsule CRM. 

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Create Capsule CRM people from new Acuity Scheduling appointments

Acuity Scheduling + Capsule CRM

Build your own integrations between Acuity Scheduling and Capsule CRM

Connect Acuity Scheduling and Capsule CRM with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Acuity Scheduling and Capsule 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 Task

Triggers when a new open task is created

New Person

Triggers when a new person is created on Capsule CRM

New Case

Triggers when a new case is created

New User

Triggers when a new user is added

New Organization

Triggers when a new organization is created

New Opportunity

Triggers when a new opportunity 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 Case

Creates a new case

Create Person

Creates a new person on Capsule CRM

Create Opportunity

Creates a new opportunity

Create Task

Creates a new task

Find person

Finds the details of the specified person by 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 Capsule CRM?

Capsule CRM is customer relationship management software that lets you manage all your contacts and documents, as well as your sales pipeline. You can attach notes, tasks, and emails and customize fields according to your needs.

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Logic

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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

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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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