Acuity Scheduling + MyCase

Create new leads in MyCase for every new appointment in Acuity Scheduling

Automate your client management process with this efficient workflow. When a new appointment is scheduled in Acuity Scheduling, it creates a lead in your MyCase app. This not only saves you time but ensures no potential client slips through the cracks. Stay organized and responsive with this seamless integration.

When this happens...
New Appointment
Triggers when a new appointment is scheduled.
TriggerInstant
automatically do this!
Create Lead
Creates a new lead.
ActionWrite

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Supported triggers and actions

- Time Before (Unit)
- Appointment Type
- Calendar
- Time BeforeRequired
Trigger
Polling
Try It
- Calendar
- Appointment Type
Trigger
Instant
Try It
New Product Order
Triggers when a new order is completed.
Trigger
Instant
Try It
- PackageRequired
- Certificate Code
- Email Address
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

- Appointment IDRequired
Action
Search
- ActionRequired
Trigger
Instant
Try It

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- NameRequired
- Case Number
- Opened Date
- Case Stage
- Practice Area
- Description
- Sol Date
- Status
- Billing Contact
- People
- Companies
- Staff
Action
Write
- NameRequired
Action
Write
- MyCase Company To UpdateRequired
- Email
- Name
- Website
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Main Phone Number
- Fax Phone Number
- Notes
- Cases
- People
Action
Write
- TypeRequired
- NameRequired
- PathRequired
- DocumentRequired
- Description
- Assigned Date
Action
Write
- Activity NameRequired
- Description
- Entry DateRequired
- BillableRequired
- CostRequired
- UnitsRequired
- CaseRequired
- StaffRequired
Action
Write
- NameRequired
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country
Action
Write
- MyCase Person To UpdateRequired
- Email
- First Name
- Middle Name
- Last Name
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Cell Phone Number
- Work Phone Number
- Home Phone Number
- Notes
- Date of birth
- Cases
Action
Write
- NameRequired
Action
Write
- NameRequired
- Description
- Priority
- Due Date
- Completed
- Case
- StaffRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search TypeRequired
- Search ValueRequired
Action
Search
- Search TypeRequired
- Search ValueRequired
Action
Search
- Search TypeRequired
- Search ValueRequired
Action
Search
- Search TypeRequired
- Search ValueRequired
Action
Search
- Search TypeRequired
- Search ValueRequired
Action
Search
- Search TypeRequired
- Search ValueRequired
- NameRequired
Action
Search or write
- Search TypeRequired
- Search ValueRequired
- NameRequired
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country
Action
Search or write
- Search TypeRequired
- Search ValueRequired
- NameRequired
Action
Search or write

- Calendar
- Appointment Type
Trigger
Instant
Try It
- Calendar
- Appointment Type
Trigger
Instant
Try It
- CouponRequired
- Certificate Code
Action
Write
- CalendarRequired
- Start Date and TimeRequired
- End Date and TimeRequired
- Notes
Action
Write
Add or Update Client
This action updates a client's information in Acuity Scheduling. If the client does not exist, it creates a new client.
Action
Write
- First Name
- Last Name
- E-Mail
Action
Search
- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- Called AtRequired
- Caller Phone NumberRequired
- MessageRequired
- ResolvedRequired
- Call Type
- Call ForRequired
- CallerRequired
Action
Write
- MyCase Case To UpdateRequired
- Name
- Case Number
- Opened Date
- Case Stage
- Practice Area
- Description
- Sol Date
- Status
- Billing Contact
- People
- Companies
- Staff
Action
Write
- Email
- NameRequired
- Website
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Main Phone Number
- Fax Phone Number
- Notes
- Cases
- People
Action
Write
- NameRequired
- Parent TypeRequired
- Field TypeRequired
Action
Write
- NameRequired
- Description
- StartRequired
- EndRequired
- All Day
- Private
- Location
- Case
- Required StaffRequired
- Optional Staff
Action
Write
- Email
- First NameRequired
- Middle Initial
- Last NameRequired
- Line 1
- Line 2
- City
- State
- Zip Code
- Country
- Cell Phone Number
- Work Phone Number
- Home Phone Number
- Lead Details
- Birthdate
- Drivers License Number
- Drivers License State
- Referral Source Reference
- Referred By
Action
Write
- TypeRequired
- SubjectRequired
- NoteRequired
- DateRequired
Action
Write
- Email
- First NameRequired
- Middle Name
- Last NameRequired
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Cell Phone Number
- Work Phone Number
- Home Phone Number
- Notes
- Date of birth
- Cases
Action
Write
- NameRequired
Action
Write
- Activity NameRequired
- Description
- Entry DateRequired
- Billable
- Flat Fee
- RateRequired
- HoursRequired
- CaseRequired
- StaffRequired
Action
Write
- Search TypeRequired
- Search ValueRequired
Action
Search
- Search TypeRequired
- Search ValueRequired
Action
Search
- Search TypeRequired
- Search ValueRequired
Action
Search
- Search TypeRequired
- Search ValueRequired
Action
Search
- Search TypeRequired
- Search ValueRequired
Action
Search
- Search TypeRequired
- Search ValueRequired
- NameRequired
- Case Number
- Opened Date
- Case Stage
- Practice Area
- Description
- Sol Date
- Status
- Billing Contact
- People
- Companies
- Staff
Action
Search or write
- Search TypeRequired
- Search ValueRequired
- Email
- NameRequired
- Website
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Main Phone Number
- Fax Phone Number
- Notes
- Cases
- People
Action
Search or write
- Search TypeRequired
- Search ValueRequired
- Email
- First NameRequired
- Middle Name
- Last NameRequired
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Cell Phone Number
- Work Phone Number
- Home Phone Number
- Notes
- Date of birth
- Cases
Action
Search or write
- Search TypeRequired
- Search ValueRequired
- NameRequired
Action
Search or write

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.

Related categories

Scheduling & Booking

Similar apps

About MyCase

MyCase is legal case management software for unparalleled productivity.

Learn more

Related categories

Productivity

Related Zap Templates

Create new MyCase events for every new Acuity Scheduling appointment

Add or update events in MyCase to block off times in Acuity Scheduling

Create new people in MyCase from new appointments in Acuity Scheduling

Acuity Scheduling + MyCase

Create new leads in MyCase for every new appointment in Acuity Scheduling

Appointment Start

Appointment Canceled

New Product Order

Add Package Code

API Request (Beta)

Find Appointment by ID

Case Added or Updated

Event Added or Updated

Person Added or Updated

Create Case

Create Case Stage

Update Company

Create Document

Create Expense

Create Location

Update Person

Create Practice Area

Create Task

API Request (Beta)

Find Case

Find Company Contact

Find People Group

Find Practice Area

Find Staff

Find or Create CaseStage

Find or Create Location

Find or Create Practice Area

New Appointment

Appointment Rescheduled

Add Coupon Code

Add Blocked Off Time

Add or Update Client

Find Appointments by Client Info

Company Added or Updated

Lead Added or Updated

Create Call

Update Case

Create Company

Create Custom Field

Create Event

Create Lead

Create Note

Create Person

Create Referral Source

Create Time Entry

Find Caller

Find Case Stage

Find Location

Find Person Contact

Find Referral Source

Find or Create Case

Find or Create Company

Find or Create Person

Find or Create ReferralSource

About Acuity Scheduling

Related categories

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Setmore Appointments

SuperSaaS

About MyCase

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