Acuity Scheduling Appointment Scheduled to Clarify Merge Records

Acuity Scheduling
Clarify

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

Merge Records•Clarify

Merges the source records into the target record, combining their fields and relationships. Source records are deleted. This cannot be undone.

Acuity Scheduling

Appointment Scheduled

Acuity Scheduling

Trigger
Clarify

Merge Records

Clarify

Action

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