Connect Acuity Scheduling and Pennylane 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 Customer
Create a Product
Update Customer
Update Product
Create a Estimate
Retrieve a customer
Retrieve a Product
Retrieve a Category
Create Company Customer
Create Quote
Retrieve quote
Ready to use Acuity Scheduling and Pennylane 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 Customer Invoice
Triggers when a new 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.
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Frequently Asked Questions
To start, connect both your Acuity Scheduling and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Acuity Scheduling triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Acuity Scheduling data is recorded in Pennylane. This includes choosing which data fields go into which fields of Pennylane, setting up custom formats, and filtering out unwanted information.
The data sync between Acuity Scheduling and Pennylane 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 Pennylane. 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 Pennylane
Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
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