This automation scenario allows you to connect Acuity Scheduling and ClickUp
It can be build using Integromat, a no-code workflow automation tool. Integromat 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.
Acuity Scheduling and ClickUp can also be integrated using automation tools other than integromat:
When this trigger fires in Acuity Scheduling
Triggers when an appointment is scheduled, rescheduled, canceled or changed.
Then these actions happen in ClickUp and ClickUp
Gets an appointment by ID.
Creates new task in a specific list or sub-task in a specific task.
This guide contains information on how to set up an automatic workflow that allows to Create new ClickUp tasks from new Acuity Scheduling appointments.
Part I
First, we need to connect Acuity Scheduling and ClickUp to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Acuity Scheduling to Make.com.
Give Make.com access to your Acuity Scheduling account, using Acuity Scheduling credentials.
Connect ClickUp to Make.com.
Give Make.com access to your ClickUp account, using ClickUp credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Acuity Scheduling
Choose the following trigger: Watch Appointments (Triggers when an appointment is scheduled, rescheduled, canceled or changed.).
Then set up an Action for Acuity Scheduling
Choose this action: Get Appointment (Gets an appointment by ID.).
Then set up another Action for ClickUp
Choose this action: Create a Task (Creates new task in a specific list or sub-task in a specific task.).
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 ClickUp.
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 ClickUp tasks from new Acuity Scheduling appointments!
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.
Creates a new task.
Update task
Creates a new list
Creates new task in a specific list or sub-task in a specific task.
Creates a new folder
Post a comment to a task
An online appointment scheduling platform for small business
ClickUp is a highly-rated, cloud-based project management tool that consolidates tasks, docs, chat, and goals into a single, customizable platform. Used by top companies like Airbnb, Google, and Uber, it's perfect for anyone looking to simplify their workload.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.