Acuity Scheduling Appointment Scheduled to Follow Up Boss Create Note

Acuity Scheduling
Follow Up Boss

How this workflow works

Step 1

Appointment ScheduledAcuity Scheduling

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

Step 2

Create NoteFollow Up Boss

Creates a new note for a person in Follow Up Boss.

Acuity Scheduling

Appointment Scheduled

Acuity Scheduling

Trigger
Follow Up Boss

Create Note

Follow Up Boss

Action

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Acuity Scheduling Appointment Scheduled to Follow Up Boss Create Note | Konnectify