Acuity Scheduling Appointment Scheduled to Gainsight Customer Success Upsert Relationship

Acuity Scheduling
Gainsight Customer Success

How this workflow works

Step 1

Appointment ScheduledAcuity Scheduling

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

Step 2

Upsert RelationshipGainsight Customer Success

Finds a Relationship using an identifier and updates it. If it is not found, a new Relationship is created.

Acuity Scheduling

Appointment Scheduled

Acuity Scheduling

Trigger
Gainsight Customer Success

Upsert Relationship

Gainsight Customer Success

Action

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