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Appointment Scheduled Create a Contact
Fires when a client books a new appointment. Does not trigger on reschedules.
Acuity Scheduling Appointment Scheduled to Clari Copilot [beta] Create a Deal
How this workflow works
Step 1
Appointment Scheduled•Acuity Scheduling
Fires when a client books a new appointment. Does not trigger on reschedules.
Step 2
Create a Deal•Clari Copilot [beta]
Creates a new deal in Clari Copilot with all associated deal details.
Appointment Scheduled
Acuity Scheduling
Create a Deal
Clari Copilot [beta]
Connect Acuity Scheduling + Clari Copilot [beta] to Automate these Workflows
Appointment Scheduled Get a Contact
Fires when a client books a new appointment. Does not trigger on reschedules.
Appointment Scheduled Update a Contact
Fires when a client books a new appointment. Does not trigger on reschedules.
Appointment Scheduled Delete a Contact
Fires when a client books a new appointment. Does not trigger on reschedules.
Appointment Scheduled Create an Account
Fires when a client books a new appointment. Does not trigger on reschedules.
Appointment Scheduled Get an Account
Fires when a client books a new appointment. Does not trigger on reschedules.
Appointment Scheduled Update an Account
Fires when a client books a new appointment. Does not trigger on reschedules.
Appointment Scheduled Delete an Account
Fires when a client books a new appointment. Does not trigger on reschedules.
Appointment Scheduled Create a Deal
Fires when a client books a new appointment. Does not trigger on reschedules.
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