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Acuity Scheduling + Wealthbox CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between Acuity Scheduling and Wealthbox CRM

About Acuity Scheduling

Acuity Scheduling is a cloud-based appointment scheduling tool that enables business owners to manage their appointments online.

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Wealthbox CRM Integrations

Best Acuity Scheduling and Wealthbox CRM Integrations

  • Acuity Scheduling Google Sheets

    Acuity Scheduling + Google Sheets

    Create a new row in the Google Sheets spreadsheet from new Acuity Scheduling appointments Read More...
    When this happens...
    Acuity Scheduling New Appointment
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    No more updating client’s spreadsheet every time you have a new appointment or reschedule. All your new appointments from your acuity scheduler will sync to a google sheets spreadsheet. Once you have set up this Acuity Scheduling-Google Sheets integration, Appy Pie Connect can automatically add rows to a Google Sheets spreadsheet for new appointment details. That way, you can easily record, analyze, and report on your daily appointment data. This integration can be a huge time-saver for you, as Google Sheets allows you to view and edit the schedule from anywhere at any time.
    How This Acuity Scheduling-Google Sheets Integration Works
    • A new appointment is created on Acuity Scheduling
    • Appy Pie Connect automatically adds that to Google Sheets as a new row
    What You Need
    • An Acuity Scheduling account
    • A Google Sheets account
  • Acuity Scheduling Slack

    Acuity Scheduling + Slack

    Get a Slack notification for every new Acuity Scheduling appointment Read More...
    When this happens...
    Acuity Scheduling New Appointment
     
    Then do this...
    Slack Send Channel Message
    No more missed appointments or feeling out of the loop. Integrate Acuity Scheduling with Slack and Appy Pie Connect will automatically send a channel notification in Slack every time a new appointment is made in Acuity Scheduling. By setting up this connect, you’ll stay on top of your schedule in Slack, so you can focus on more important tasks at the moment.
    How This Integration Works
    • A new appointment is added on Acuity Scheduling
    • Appy Pie Connect automatically sends a Slack message
    What You Need
    • An Acuity Scheduling account
    • A Slack account
  • Acuity Scheduling Google Calendar

    Acuity Scheduling + Google Calendar

    Add new Acuity Scheduling appointments to Google Calendar as detailed events Read More...
    When this happens...
    Acuity Scheduling New Appointment
     
    Then do this...
    Google Calendar Create Detailed Event
    Do you want to add new Acuity Scheduling appointments to your Google Calendar? Use Appy Pie Connect to automatically add new Acuity Scheduling appointments to Google Calendar as they are made, rather than cutting and pasting. Once active, this Acuity Scheduling- Google Calendar integration will automatically create a detailed Google Calendar event for every new Acuity Scheduling appointment.
    How It Works
    • An appointment is created on Acuity Scheduling
    • Appy Pie Connect automatically adds that appointment to Google Calendar as a detailed event
    Apps Involved
    • Acuity Scheduling
    • Google Calendar
  • Acuity Scheduling Google Calendar

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    When this happens...
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Connect Acuity Scheduling + Wealthbox CRM in easier way

It's easy to connect Acuity Scheduling + Wealthbox CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • Appointment Start

    Triggers a specified time before an appointment starts.

  • New Appointment

    Triggers when a new appointment is scheduled.

  • New Comment

    Triggers when a new comment is created.

  • New Contact

    Triggers when a new contact is created.

  • New Event

    Triggers when a new event is created.

  • New Note

    Triggers when a new note is created.

  • New Opportunity

    Triggers when a new opportunity is created.

  • New Project

    Triggers when a new project is created.

  • New Workflow

    Triggers when a new workflow is created.

    Actions
  • Add Blocked Off Time

    Block off a new range of time on your schedule.

  • Add Coupon Code

    Adds a new coupon code.

  • Add Member to Household

    Adds a new family member to a household.

  • Create Contact

    Creates a new contact.

  • Create Event

    Creates a new event.

  • Create Household

    Create a new household

  • Create Note

    Creates a new note.

  • Create Opportunity

    Creates a new opportunity.

  • Create Project

    Creates a new project.

  • Create Task

    Creates a new task.

  • Start Workflow

    Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

How Acuity Scheduling & Wealthbox CRM Integrations Work

  1. Step 1: Choose Acuity Scheduling as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Acuity Scheduling with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Wealthbox CRM as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Wealthbox CRM with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.