Integrate Acuity Scheduling with Wealthbox CRM
Send information between Acuity Scheduling and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Acuity Scheduling and Wealthbox 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 opportunity
Triggers when a new opportunity is created
New task
Triggers when a new task is created
New comment
Triggers when a new comment is created
New note
Triggers when a new note is created
New event
Triggers when a new event is created
New project
Triggers when a new project is created
Completed task
Triggers when a task is completed
New contact
Triggers when a new contact is created
New workflow
Triggers when a new workflow 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 event
Creates a new event
Create opportunity
Creates a new opportunity
Create contact
Creates a new contact
Create note
Creates a new note
Create project
Creates a new project
Create task
Creates a new task
Fetch contact
Fetches a contact by email
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.
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What is Wealthbox CRM?
Wealthbox CRM is a web-based tool for financial advisors. You can link tasks to contacts or opportunities, collaborate on projects, and manage events.
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Logic
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