Appointment Scheduled Create Observation
Fires when a client books a new appointment. Does not trigger on reschedules.
Acuity Scheduling Appointment Scheduled to Jane Create Care Plan
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
Create Care Plan•Jane
Creates a care plan with activities and optional documents.
Appointment Scheduled
Acuity Scheduling
Create Care Plan
Jane
Connect Acuity Scheduling + Jane to Automate these Workflows
Appointment Scheduled Find Observation
Fires when a client books a new appointment. Does not trigger on reschedules.
Appointment Scheduled Update Observation
Fires when a client books a new appointment. Does not trigger on reschedules.
Appointment Scheduled Create Care Plan
Fires when a client books a new appointment. Does not trigger on reschedules.
Appointment Scheduled Update Care Plan
Fires when a client books a new appointment. Does not trigger on reschedules.
Appointment Scheduled Find Care Plan
Fires when a client books a new appointment. Does not trigger on reschedules.
Appointment Scheduled Create Care Plan Activity
Fires when a client books a new appointment. Does not trigger on reschedules.
Appointment Scheduled Update Care Plan Activity
Fires when a client books a new appointment. Does not trigger on reschedules.
Appointment Scheduled Find Care Plan Activity
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