Acuity Scheduling Appointment Scheduled to Exact Online Search Sales Invoice

Acuity Scheduling
Exact Online

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

Search Sales Invoice•Exact Online

Retrieves one or more sales invoice headers, optionally filtered by invoice ID, invoice number, customer, status, or creation date.

Acuity Scheduling

Appointment Scheduled

Acuity Scheduling

Trigger
Exact Online

Search Sales Invoice

Exact Online

Action

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Acuity Scheduling Appointment Scheduled to Exact Online Search Sales Invoice | Konnectify