Acuity Scheduling Appointment Scheduled to Attention Update Linked CRM Records

Acuity Scheduling
Attention

How this workflow works

Step 1

Appointment ScheduledAcuity Scheduling

Fires when a client books a new appointment. Does not trigger on reschedules.

Step 2

Update Linked CRM RecordsAttention

Replace the set of CRM records linked to a conversation.

Acuity Scheduling

Appointment Scheduled

Acuity Scheduling

Trigger
Attention

Update Linked CRM Records

Attention

Action

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