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:
When this trigger fires in Acuity Scheduling
Triggers when an appointment is scheduled, rescheduled, canceled or changed.
Then these actions happen in Plutio and Plutio
Gets an appointment by ID.
Creates a new task.
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
First, we need to connect Acuity Scheduling and Plutio 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 Plutio to Make.com.
Give Make.com access to your Plutio account, using Plutio 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 Plutio
Choose this action: Create a Task (Creates a new 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 Plutio.
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!
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.
Create a new Task within a specific Task Group
Creates a new Pltuio Project
Creates a new project.
Creates a new task group.
Creates an Invoice
Creates a Block
An online appointment scheduling platform for small business
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.