This automation scenario allows you to connect Acuity Scheduling and Credit Repair Cloud
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Acuity Scheduling and Credit Repair Cloud can also be integrated using automation tools other than zapier:
When this trigger fires in Acuity Scheduling
Triggers when a new appointment is scheduled.
Then this action happens in Credit Repair Cloud
Adds a new lead.
This guide contains information on how to set up an automatic workflow that allows to Create new appointments from Acuity Scheduling as new leads in Credit Repair Cloud.
Part I
First, we need to connect Acuity Scheduling and Credit Repair Cloud to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Acuity Scheduling to Zapier.
Give Zapier access to your Acuity Scheduling account, using Acuity Scheduling credentials.
Connect Credit Repair Cloud to Zapier.
Give Zapier access to your Credit Repair Cloud account, using Credit Repair Cloud credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Acuity Scheduling
Choose the following trigger: New Appointment (Triggers when a new appointment is scheduled.).
Then set up an Action for Credit Repair Cloud
Choose this action: Create Lead (Adds a new lead.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Acuity Scheduling and Credit Repair Cloud.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create new appointments from Acuity Scheduling as new leads in Credit Repair Cloud!
Triggers when a new appointment is scheduled.
Triggers a specified time before an appointment starts.
Triggers when a new order is completed.
Triggers when an appointment is canceled.
Triggers when an appointment is scheduled, rescheduled, canceled or changed.
Triggers when an appointment in Acuity gets rescheduled.
Adds a new lead.
Adds a new client.
Updates a client.
Updates a lead.
Adds a new affiliate.
Adds a new invoice to client.
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