Connect Copilot and Acuity Scheduling to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
Choose an Action
Automatically do this!
Get All Calendars
Get Appointment Types
Get Appointment Addons
Get Clients
Get Labels
Get Products
Get Orders
Get Forms
Get All Appointments
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Trigger whenever any new client is created.
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.
Do thisActions
Action is the task that follows automatically within your Copilot integrations.
Create Client
Creates a new client.
Create Company
Create a new company.
Create Message Channel
Create a new message channel.
Create Link
Creates a link in a specified files channel.
Create Folder
Creates a new folder.
Create File
Creates a file in a specified files channel.
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Frequently Asked Questions
To start, connect both your Copilot and Acuity Scheduling accounts to viaSocket. Once connected, you can set up a workflow where an event in Copilot triggers actions in Acuity Scheduling (or vice versa).
Absolutely. You can customize how Copilot data is recorded in Acuity Scheduling. This includes choosing which data fields go into which fields of Acuity Scheduling, setting up custom formats, and filtering out unwanted information.
The data sync between Copilot and Acuity Scheduling 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 Copilot and Acuity Scheduling. 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 Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn MoreAbout 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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