IntegrationsAcuity SchedulingPersonal Capital
Acuity Scheduling + Personal Capital

Connect Acuity Scheduling and Personal Capital to Build Intelligent Automations

Choose a Trigger

Acuity Scheduling

When this happens...

Choose an Action

Personal Capital

Automatically do this!

Enable Integrations or automations with these events of Acuity Scheduling and Personal Capital

Enable Integrations or automations with these events of Acuity Scheduling and Personal Capital

Triggers

New Appointment

New Appointment

Triggers when a new appointment is scheduled

Appointment Rescheduled

Appointment Rescheduled

Triggers when an existing appointment is rescheduled

Appointment Canceled

Appointment Canceled

Triggers when an existing appointment is canceled

Appointment Updated

Appointment Updated

Triggers when an existing appointment updated.

Request a new Trigger for Acuity Scheduling

Actions

Get All Calendars

Get All Calendars

Get All Calendars

Get Appointment Types

Get Appointment Types

Get Appointment Types

Get Appointment Addons

Get Appointment Addons

Get Appointment addons

Get Clients

Get Clients

Get clients.

Get Labels

Get Labels

Get labels.

Get Products

Get Products

Get products.

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Frequently Asked Questions

How do I start an integration between Acuity Scheduling and Personal Capital?

To start, connect both your Acuity Scheduling and Personal Capital accounts to viaSocket. Once connected, you can set up a workflow where an event in Acuity Scheduling triggers actions in Personal Capital (or vice versa).

Can we customize how data from Acuity Scheduling is recorded in Personal Capital?

Absolutely. You can customize how Acuity Scheduling data is recorded in Personal Capital. This includes choosing which data fields go into which fields of Personal Capital, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Acuity Scheduling and Personal Capital?

The data sync between Acuity Scheduling and Personal Capital typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Acuity Scheduling to Personal Capital?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Acuity Scheduling and Personal Capital?

Yes, you can set conditional logic to control the flow of data between Acuity Scheduling and Personal Capital. 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.

Acuity Scheduling

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.

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Personal Capital

About Personal Capital

Personal Capital is a financial management platform that offers tools for tracking and managing personal finances, investments, and retirement planning. It provides users with insights into their financial health and helps them make informed decisions about their financial future.

Learn More