Acuity Scheduling
Keap Max Classic
zapier

An automated workflow using zapier

Connects Acuity Scheduling + Keap Max Classic

Tag existing Infusionsoft by Keap contacts for new appointments in Acuity Scheduling

About this workflow template

This automation scenario allows you to connect Acuity Scheduling and Keap Max Classic

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots 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.

Acuity Scheduling and Keap Max Classic can also be integrated using automation tools other than zapier:

Diagram

Tag existing Infusionsoft by Keap contacts for new appointments in Acuity Scheduling
Workflow diagram: Acuity Scheduling + Keap Max Classic integration

How it works?

When this trigger fires in Acuity Scheduling

Acuity Scheduling

New Appointment in Acuity Scheduling

Triggers when a new appointment is scheduled.

Then this action happens in Keap Max Classic

Keap Max Classic

Tag Existing Contact in Keap Max Classic

Applies a tag to an existing contact.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Tag existing Infusionsoft by Keap contacts for new appointments in Acuity Scheduling.

Part I

Configure Applications

First, we need to connect Acuity Scheduling and Keap Max Classic to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Acuity Scheduling to Zapier.

    Connect Acuity Scheduling to Zapier.

    Give Zapier access to your Acuity Scheduling account, using Acuity Scheduling credentials.

  • Connect Keap Max Classic to Zapier.

    Connect Keap Max Classic to Zapier.

    Give Zapier access to your Keap Max Classic account, using Keap Max Classic credentials.

Part II

Build an integration workflow

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

    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 Keap Max Classic

    Then set up an Action for Keap Max Classic

    Choose this action: Tag Existing Contact (Applies a tag to an existing contact.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Acuity Scheduling and Keap Max Classic.

  • Test the workflow and turn it on for production use

    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 Tag existing Infusionsoft by Keap contacts for new appointments in Acuity Scheduling!

Supported triggers and actions

  • Acuity Scheduling

    New appointment

    Triggers when a new appointment is scheduled.

    zapierautomateiopabbly-connect
    triggerbyzapierautomateiopabbly-connect
  • Acuity Scheduling

    Appointment start

    Triggers a specified time before an appointment starts.

    zapier
    triggerbyzapier
  • Acuity Scheduling

    New product order

    Triggers when a new order is completed.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Acuity Scheduling

    Appointment canceled

    Triggers when an appointment is canceled.

    zapierautomateio
    triggerbyzapierautomateio
  • Acuity Scheduling

    Watch appointments

    Triggers when an appointment is scheduled, rescheduled, canceled or changed.

    integromat
    triggerbyintegromat
  • Acuity Scheduling

    Appointment rescheduled

    Triggers when an appointment in Acuity gets rescheduled.

    zapierautomateiopabbly-connect
    triggerbyzapierautomateiopabbly-connect
  • Keap Max Classic

    Create/update contact

    Creates a new contact. Can be used to update existing contacts too.

    zapier
    actionbyzapier
  • Keap Max Classic

    Tag existing contact

    Applies a tag to an existing contact.

    zapierintegrately
    actionbyzapierintegrately
  • Keap Max Classic

    Create note

    Creates a note on an existing contact

    zapierintegrately
    actionbyzapierintegrately
  • Keap Max Classic

    Update contact

    Updates an existing contact.

    zapierintegrately
    actionbyzapierintegrately
  • Keap Max Classic

    Send email

    Create and send a new email to a contact or multiple contacts, as well as record the email in the contacts' email history.

    zapier
    actionbyzapier
  • Keap Max Classic

    Create company

    Create a new company.

    zapierintegrately
    actionbyzapierintegrately

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