Connect Acuity Scheduling and Microsoft Dynamics CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Appointment
Appointment Rescheduled
Appointment Canceled
Appointment Updated
Choose an Action
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Ready to use Acuity Scheduling and Microsoft Dynamics CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Appointment
Triggers when a new appointment is scheduled
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.
New Account
Triggers when new account is created
New Contact
Triggers when new contact is created
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.
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Step by step guides to integrate Acuity Scheduling and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your Acuity Scheduling and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Acuity Scheduling triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how Acuity Scheduling data is recorded in Microsoft Dynamics CRM. This includes choosing which data fields go into which fields of Microsoft Dynamics CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Acuity Scheduling and Microsoft Dynamics CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Acuity Scheduling and Microsoft Dynamics CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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 MoreAbout Microsoft Dynamics CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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