Acuity Scheduling
ClickUp
integromat

An automated workflow using integromat

Connects Acuity Scheduling + ClickUp

Create new ClickUp tasks from new Acuity Scheduling appointments

About this workflow template

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:

Diagram

Create new ClickUp tasks from new Acuity Scheduling appointments
Workflow diagram: Acuity Scheduling + ClickUp integration

How it works?

When this trigger fires in Acuity Scheduling

Acuity Scheduling

Watch Appointments in Acuity Scheduling

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

Then these actions happen in ClickUp and ClickUp

Acuity Scheduling

Get Appointment in Acuity Scheduling

Gets an appointment by ID.

ClickUp

Create a Task in ClickUp

Creates new task in a specific list or sub-task in a specific task.

How to set up this workflow

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

Configure Applications

First, we need to connect Acuity Scheduling and ClickUp to Make.com.

  • Create Make.com account.

    Create Make.com account.

    Create Make.com account if you don't have one.

  • Connect Acuity Scheduling to Make.com.

    Connect Acuity Scheduling to Make.com.

    Give Make.com access to your Acuity Scheduling account, using Acuity Scheduling credentials.

  • Connect ClickUp to Make.com.

    Connect ClickUp to Make.com.

    Give Make.com access to your ClickUp account, using ClickUp credentials.

Part II

Build an integration workflow

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

    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

    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

    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

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 ClickUp.

  • 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 Create new ClickUp tasks from new Acuity Scheduling appointments!

Supported triggers and actions

  • Acuity Scheduling

    New appointment

    Triggers when a new appointment is scheduled.

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    triggerbyzapierautomateiopabbly-connect
  • Acuity Scheduling

    Appointment start

    Triggers a specified time before an appointment starts.

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    triggerbyzapier
  • Acuity Scheduling

    New product order

    Triggers when a new order is completed.

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    triggerbyzapierpabbly-connect
  • Acuity Scheduling

    Appointment canceled

    Triggers when an appointment is canceled.

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    triggerbyzapierautomateio
  • Acuity Scheduling

    Watch appointments

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

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    triggerbyintegromat
  • Acuity Scheduling

    Appointment rescheduled

    Triggers when an appointment in Acuity gets rescheduled.

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    triggerbyzapierautomateiopabbly-connect
  • ClickUp

    Create task

    Creates a new task.

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    actionbyzapierintegratelypabbly-connectpipedreamifttt
  • ClickUp

    Update task

    Update task

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    actionbyintegratelyzapierpabbly-connectpipedreamifttt
  • ClickUp

    Create list

    Creates a new list

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    actionbyzapierintegratelypabbly-connectpipedreamalbato
  • ClickUp

    Create a task

    Creates new task in a specific list or sub-task in a specific task.

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    actionbyintegromatalbato
  • ClickUp

    Create folder

    Creates a new folder

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    actionbyzapierintegratelypabbly-connectpipedreamalbato
  • ClickUp

    Post a task comment

    Post a comment to a task

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    actionbyzapierintegromatifttt

Apps you need

ClickUp

ClickUp

Project Management

A Comprehensive Productivity and Project Management Tool

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

Make.com

Automation Platforms

Integromat now Make! A workflow automation service.

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.