IntegrationsriskadvisorAcuity Scheduling
riskadvisor + Acuity Scheduling

Connect riskadvisor and Acuity Scheduling to Build Intelligent Automations

Choose a Trigger

riskadvisor

When this happens...

Choose an Action

Acuity Scheduling

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Enable Integrations or automations with these events of riskadvisor and Acuity Scheduling

Enable Integrations or automations with these events of riskadvisor and Acuity Scheduling

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 riskadvisor

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 riskadvisor and Acuity Scheduling?

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

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

Absolutely. You can customize how riskadvisor 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.

How often does the data sync between riskadvisor and Acuity Scheduling?

The data sync between riskadvisor and Acuity Scheduling 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 riskadvisor to Acuity Scheduling?

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 riskadvisor and Acuity Scheduling?

Yes, you can set conditional logic to control the flow of data between riskadvisor 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.

riskadvisor

About riskadvisor

RiskAdvisor helps agents connect their clients with the right insurance

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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.

Learn More