Connect Acuity Scheduling and Concord CLM
Integrate Acuity Scheduling with Concord CLM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Organization in Concord CLM when When a new appointment is scheduled in Acuity Scheduling
Create Executed Document in Concord CLM when When a new appointment is scheduled in Acuity Scheduling
List Organizations in Concord CLM when When a new appointment is scheduled in Acuity Scheduling
List Organization Folders in Concord CLM when When a new appointment is scheduled in Acuity Scheduling
Find Agreements in Concord CLM when When a new appointment is scheduled in Acuity Scheduling
Popular Acuity Scheduling + Concord CLM flows
Start from a real workflow other teams are already running.
Choose a trigger
Acuity Scheduling
When this happens...
When a new appointment is scheduled
Appointment Rescheduled
Appointment Canceled
Appointment Updated
Choose an action
Concord CLM
Automatically do this!
Create Organization
Create Executed Document
List Organizations
List Organization Folders
Find Agreements
Create Organization in Concord CLM when When a new appointment is scheduled in Acuity Scheduling
Use this flowCreate Executed Document in Concord CLM when When a new appointment is scheduled in Acuity Scheduling
Use this flowList Organizations in Concord CLM when When a new appointment is scheduled in Acuity Scheduling
Use this flowList Organization Folders in Concord CLM when When a new appointment is scheduled in Acuity Scheduling
Use this flowFind Agreements in Concord CLM when When a new appointment is scheduled in Acuity Scheduling
Use this flowCreate Organization in Concord CLM when Appointment Rescheduled in Acuity Scheduling
Use this flowCreate Executed Document in Concord CLM when Appointment Rescheduled in Acuity Scheduling
Use this flowList Organizations in Concord CLM when Appointment Rescheduled in Acuity Scheduling
Use this flowList Organization Folders in Concord CLM when Appointment Rescheduled in Acuity Scheduling
Use this flowFind Agreements in Concord CLM when Appointment Rescheduled in Acuity Scheduling
Use this flowSupported Triggers & Actions
Everything you can automate between Acuity Scheduling and Concord CLM .
When this happensTriggers
A trigger is an event that starts a workflow.
When a new appointment is scheduled
Runs the workflow automatically whenever a new appointment is scheduled in your account.
Appointment Rescheduled
Triggers when an existing appointment is rescheduled
Appointment Canceled
Triggers when an existing appointment is canceled
Appointment Updated
Triggers when an existing appointment updated.
When a new contract agreement is created
Runs the workflow automatically when a new contract agreement is created in Concord.
Do thisActions
Action is the task that follows automatically within your Acuity Scheduling integrations.
Get All Calendars
Get All Calendars
Get Appointment Types
Get Appointment Types
Get Appointment Addons
Get Appointment addons
Get Clients
Get clients.
Get Labels
Get labels.
Get Products
Get products.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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About Acuity Scheduling
Easy online appointment scheduling software. Save time by having clients book appointments, complete custom intake forms, and pay in advance 24/7 anywhere in the world.
Learn moreSimilar apps
About Concord CLM
Concord is a full contract lifecycle management platform with drafting, approvals, e-signature and storage - all in one place.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Acuity Scheduling and Concord CLM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Acuity Scheduling and Concord CLM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Concord CLM . No coding required.
Yes. You can set up a workflow where Acuity Scheduling triggers actions in Concord CLM , and a separate workflow where Concord CLM triggers actions in Acuity Scheduling. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Acuity Scheduling and Concord CLM . Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Acuity Scheduling and Concord CLM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
