Connect Acuity Scheduling and Pennylane
Integrate Acuity Scheduling with Pennylane to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Customer in Pennylane when New Appointment in Acuity-scheduling
Update Product in Pennylane when New Appointment in Acuity-scheduling
Create Estimate in Pennylane when New Appointment in Acuity-scheduling
Create Customer in Pennylane when Appointment Rescheduled in Acuity Scheduling
Create a Product in Pennylane when Appointment Rescheduled in Acuity Scheduling
Popular Acuity Scheduling + Pennylane flows
Start from a real workflow other teams are already running.
Choose a trigger
Acuity Scheduling
When this happens...
New Appointment
Appointment Rescheduled
Appointment Canceled
Appointment Updated
Choose an action
Pennylane
Automatically do this!
Create Customer
Create a Product
Update Customer
Update Product
Create Estimate
Create Company Customer
Create Quote
Update a company customer
Update Customer in Pennylane when New Appointment in Acuity-scheduling
Use this flowUpdate Product in Pennylane when New Appointment in Acuity-scheduling
Use this flowCreate Estimate in Pennylane when New Appointment in Acuity-scheduling
Use this flowCreate Customer in Pennylane when Appointment Rescheduled in Acuity Scheduling
Use this flowCreate a Product in Pennylane when Appointment Rescheduled in Acuity Scheduling
Use this flowUpdate Customer in Pennylane when Appointment Rescheduled in Acuity Scheduling
Use this flowUpdate Product in Pennylane when Appointment Rescheduled in Acuity Scheduling
Use this flowCreate Estimate in Pennylane when Appointment Rescheduled in Acuity Scheduling
Use this flowCreate Company Customer in Pennylane when Appointment Rescheduled in Acuity Scheduling
Use this flowCreate Quote in Pennylane when Appointment Rescheduled in Acuity Scheduling
Use this flowSupported Triggers & Actions
Everything you can automate between Acuity Scheduling and Pennylane.
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 Customer Invoice Created
Runs when new customer invoice is created
New Customer
Triggers when a new customer 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.
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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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 Pennylane
Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Acuity Scheduling and Pennylane 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 Pennylane 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 Pennylane. No coding required.
Yes. You can set up a workflow where Acuity Scheduling triggers actions in Pennylane, and a separate workflow where Pennylane 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 Pennylane. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Acuity Scheduling and Pennylane integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
