Appointment Scheduled Create a Contact
Fires when a client books a new appointment. Does not trigger on reschedules.
Acuity Scheduling Appointment Scheduled to Clari Copilot Get an Account
How this workflow works
Step 1
Appointment Scheduled•Acuity Scheduling
Fires when a client books a new appointment. Does not trigger on reschedules.
Step 2
Get an Account•Clari Copilot
Fetches detailed information about a specific account from Clari Copilot using the CRM ID.
Appointment Scheduled
Acuity Scheduling
Get an Account
Clari Copilot
Connect Acuity Scheduling + Clari Copilot to Automate these Workflows
Appointment Scheduled Get a Contact
Fires when a client books a new appointment. Does not trigger on reschedules.
Appointment Scheduled Update a Contact
Fires when a client books a new appointment. Does not trigger on reschedules.
Appointment Scheduled Delete a Contact
Fires when a client books a new appointment. Does not trigger on reschedules.
Appointment Scheduled Create an Account
Fires when a client books a new appointment. Does not trigger on reschedules.
Appointment Scheduled Get an Account
Fires when a client books a new appointment. Does not trigger on reschedules.
Appointment Scheduled Update an Account
Fires when a client books a new appointment. Does not trigger on reschedules.
Appointment Scheduled Delete an Account
Fires when a client books a new appointment. Does not trigger on reschedules.
Appointment Scheduled Create a Deal
Fires when a client books a new appointment. Does not trigger on reschedules.
Your pipeline isn't going to build itself
Deploy your first AI agent today — free, no credit card required. See results in your first session.
14-day free trial · Setup under 30 min · Cancel anytime