Integrate Acuity Scheduling with Capsule CRM
Send information between Acuity Scheduling and Capsule CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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.
Create Capsule CRM people from new Acuity Scheduling appointments
Acuity Scheduling + Capsule CRM
Build your own integrations between Acuity Scheduling and Capsule CRM
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Supported triggers and actions
Integrate Acuity Scheduling and Capsule CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Appointment rescheduled
Triggers when an appointment is rescheduled
Appointment canceled
Triggers when an appointment is canceled
Product order completed
Triggers when a new product order is completed
Appointment created or updated
Triggers when an appointment is created or updated
Appointment scheduled
Triggers when a new appointment is scheduled
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
Block off time
Blocks off a time range on your schedule
Create appointment
Creates a new appointment. Appointments can be created starting tomorrow.
Create customer
Creates a new customer
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 Opportunity
Creates a new opportunity
Create Task
Creates a new task
Create Case
Creates a new case
Create Person
Creates a new person on Capsule CRM
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.
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What is Capsule CRM?
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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
Endless integrations. End to manual work.
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