Integrate Acuity Scheduling with Capsule CRM

Send information between Acuity Scheduling and Capsule CRM automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

[esc]

Create Capsule CRM people from new Acuity Scheduling appointments

This flow creates a new person in Capsule CRM for every appointment that you schedule in Acuity Scheduling. This way, you can automatically keep a record of each new lead that you communicate with.

How it works

1. A new appointment is created in Acuity Scheduling. 

2. Zoho Flow adds a person in Capsule CRM. 

Use this flow
+

Create Capsule CRM people from new Acuity Scheduling appointments

Acuity Scheduling + Capsule CRM

Build your own integrations between Acuity Scheduling and Capsule CRM

Connect Acuity Scheduling and Capsule CRM with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Acuity Scheduling and Capsule CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Appointment rescheduled

Triggers when an appointment is rescheduled

Appointment canceled

Triggers when an appointment is canceled

Product order completed

Triggers when a new product order is completed

Appointment created or updated

Triggers when an appointment is created or updated

Appointment scheduled

Triggers when a new appointment is scheduled

New Task

Triggers when a new open task is created

New Person

Triggers when a new person is created on Capsule CRM

New Case

Triggers when a new case is created

New User

Triggers when a new user is added

New Organization

Triggers when a new organization is created

New Opportunity

Triggers when a new opportunity is created

All Actions - Actions are the automated tasks

Block off time

Blocks off a time range on your schedule

Create appointment

Creates a new appointment. Appointments can be created starting tomorrow.

Create customer

Creates a new customer

Reschedule appointment

Reschedules an existing appointment using appointment ID

Fetch appointment

Fetches an appointment by ID. If the appointment does not exist, you can choose to create a new one.

Create Opportunity

Creates a new opportunity

Create Task

Creates a new task

Create Case

Creates a new case

Create Person

Creates a new person on Capsule CRM

Find person

Finds the details of the specified person by ID

What is Acuity Scheduling?

Acuity Scheduling is online scheduling software that helps you schedule appointments across varying timezones. You can send customized notifications, set up billing integrations, ensure two-way sync, and embed forms and calendars.

What is Capsule CRM?

Capsule CRM is customer relationship management software that lets you manage all your contacts and documents, as well as your sales pipeline. You can attach notes, tasks, and emails and customize fields according to your needs.

CRM Premium

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

First and the foremost benefit is that Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Subscriptions with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Subscriptions and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY