Acuity Scheduling
Plutio
integromat

An automated workflow using integromat

Connects Acuity Scheduling + Plutio

Create Plutio tasks from new Acuity Scheduling appointments

About this workflow template

This automation scenario allows you to connect Acuity Scheduling and Plutio

It can be build using Integromat, a no-code workflow automation tool. Integromat 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 Plutio can also be integrated using automation tools other than integromat:

Diagram

Create Plutio tasks from new Acuity Scheduling appointments
Workflow diagram: Acuity Scheduling + Plutio 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 Plutio and Plutio

Acuity Scheduling

Get Appointment in Acuity Scheduling

Gets an appointment by ID.

Plutio

Create a Task in Plutio

Creates a new task.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create Plutio tasks from new Acuity Scheduling appointments.

Part I

Configure Applications

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

    Connect Plutio to Make.com.

    Give Make.com access to your Plutio account, using Plutio 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 Plutio

    Then set up another Action for Plutio

    Choose this action: Create a Task (Creates a new 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 Plutio.

  • 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 Plutio tasks from new Acuity Scheduling appointments!

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
  • Plutio

    Create a task

    Create a new Task within a specific Task Group

    zapierintegromat
    actionbyzapierintegromat
  • Plutio

    Create project

    Creates a new Pltuio Project

    zapierintegratelypabbly-connectalbato
    actionbyzapierintegratelypabbly-connectalbato
  • Plutio

    Create a project

    Creates a new project.

    integromat
    actionbyintegromat
  • Plutio

    Create a task group

    Creates a new task group.

    integromat
    actionbyintegromat
  • Plutio

    Create invoice

    Creates an Invoice

    zapierintegratelypabbly-connectalbato
    actionbyzapierintegratelypabbly-connectalbato
  • Plutio

    Create block

    Creates a Block

    zapier
    actionbyzapier

Apps you need

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.