Integrate Capsule CRM with Acuity Scheduling

Send information between Capsule CRM and Acuity Scheduling 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 Capsule CRM and Acuity Scheduling

Connect Capsule CRM and Acuity Scheduling 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 Capsule CRM and Acuity Scheduling using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

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

All Actions - Actions are the automated tasks

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

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.

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.

CRM Premium

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.

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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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

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