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Get Started FreeTriggers a specified time before an appointment starts.
Triggers when a new appointment is scheduled.
Triggers the moment a new account is created.
Triggers when a new attachment is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Adds an appointment.
Block off a new range of time on your schedule.
Adds a new coupon code.
Create a Client
Update note in Client
Create a new attachment (max 25 mb)
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Updates a existing record.
Triggers a specified time before an appointment starts.
Triggers when a new appointment is scheduled.
Triggers the moment a new account is created.
Triggers when a new attachment is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Adds an appointment.
Block off a new range of time on your schedule.
Adds a new coupon code.
Create a Client
Update note in Client
Create a new attachment (max 25 mb)
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Updates a existing record.
Choose Acuity Scheduling as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Salesforce as the action app from the list.
Connect your Salesforce account & authenticate it.
Select the data you want to send from Acuity Scheduling to Salesforce & your AI Agent is ready!
New Appointment
Create Lead
New Appointment
Create Custom Object
New Appointment
Create Contact
New Appointment
Update Contact
New Appointment
Update Custom Object
Acuity Scheduling is a cloud-based appointment scheduling application that allows business owners to manage their appointments from anywhere in the world.
Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.
The integration between Acuity Scheduling and Salesforce is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
While assessing the security of integrating Acuity Scheduling with Salesforce, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Acuity Scheduling-Salesforce integration:
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