Zapier: Using Acuity Scheduling with Táve

Article author
Debbie
  • Updated

What is Acuity Scheduling?

Acuity Scheduling is a cloud-based appointment scheduling software solution that enables business owners to manage their appointments online.

With Acuity you can build calendar schedules that your clients can choose from. With Zapier you can can build a Zap that observes when an Acuity appointment is scheduled, which then triggers an Action in Táve.

Find out more about Acuity Scheduling here: https://www.acuityscheduling.com 

 

Building the Zap

Let's look at how to build the zap to Create A Job in Táve when a New Acuity Scheduling Appointment is created.

In your Zapier account, use the Create Zap button:

Screen_Shot_2021-12-09_at_1.32.19_PM.png

 

Setting up the Trigger

Choose Acuity Scheduling as the app and New Appointment as the Trigger Event:

mceclip1.png

You'll then want to connect to your Acuity account and select your Calendar and Appointment Type:

mceclip2.png

Next, run a test trigger to pull in event data that you'll use when setting up the action.

 

Setting up the Action

Select Táve as the app and Create a Job as the Action Event:

mceclip3.png

You'll then want to connect to your Táve account. If you haven't already connected your Táve account you can manage your connected accounts here:

mceclip4.png

Find out more about How to Setup Zapier here.

Once you've connected your Táve account you're ready to set up the Action.

 

When setting up your action, you'll first want to set up your Contact details, mapping these to your Acuity fields:

mceclip5.png

 

You'll be able to use the Additional Contact Fields and Contact Custom Fields drop downs to map Acuity fields to additional Contact Profile fields in Táve:

mceclip1.png

 

Next you'll want to set up your Job and Event details. You can use the Additional Job Fields and Job Custom Fields drop downs to map Acuity fields to additional Job fields in Táve, including Brand, Lead Source, Lead Status, etc.

mceclip2.png

 

**IMPORTANT** When setting up your Event details for this Zap you must use the Datetime Acuity field for Event Start (Date & Time). Use the Additional Event Fields drop down to enter Event Start (Time) and Event End (Time) - mapping these to the Time of Appointment and Ending Time of Appointment Acuity fields.

mceclip0.png

If Event Type is left blank your Primary Session for this Job Type will be used.

 

**IMPORTANT** You must make sure that your Time Format in Acuity Scheduling is set to 24 hour. You'll find this in your Acuity account in Customise Appearance - Appearance - Time Format:

mceclip0.png

 

You'll then want to enter your Timezone (this field is required and you can use the search box to easily find the correct one). You can also use the Additional Event Fields drop down to map additional Acuity fields to Táve:

mceclip4.png

 

Once you've completed the set up, you can then Test your Zap. This will send a test Job to your Táve account! Remember to purge any test leads when you're done.

mceclip7.png

You're now ready to Turn on your Zap!🥳🥳

Was this article helpful?