Acuity Scheduling integration
Use Acuity Scheduling in Zoft workflows, voice agents, chat agents and AI employees. Use Acuity Scheduling from Zoft voice agents, chat agents, workflows and AI employees.
- Sign in with OAuth
- 8 actions
- 2 triggers
- Starts with
New Appointment - ZoftAgent or workflow decides what happens next
- Then in Acuity SchedulingCreate Client
- AndCreate Appointment
Zoft + Acuity Scheduling
What Zoft can do with Acuity Scheduling.
- 01Voice agentsA phone agent can use Acuity Scheduling actions such as Create Client and Create Appointment during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Acuity Scheduling while it talks to the customer.
- 03WorkflowsStart a workflow when “New Appointment” happens in Acuity Scheduling, or use Acuity Scheduling as any step on the canvas.
- 04AI employeesAn AI employee can find and use Acuity Scheduling actions on its own, and ask for your approval before it sends or changes anything important.
Actions 8
Things Zoft can do in Acuity Scheduling.
- Find ClientFinds client based on seach term.
- Create ClientCreates a new client.
- Update ClientUpdates an existing client.
- Custom API CallMake a custom API call to a specific endpoint
- Add Blocked Off TimeBlock off a specific time range on a calendar.
- Find Appointment(s)Find appointments based on various criteria, including client information.
- Create AppointmentCreates a new appointment.
- Reschedule AppointmentReschedules an existing appointment to a new date/time.
Triggers 2
Events in Acuity Scheduling that can start a workflow.
- New AppointmentTriggers when a new appointment is scheduled.
- Appointment CanceledTriggers when an appointment is canceled.
Setup
Connect Acuity Scheduling in three steps.
- 01ConnectChoose Acuity Scheduling in Connections and approve access in the Acuity Scheduling sign-in window. Zoft never sees your password.
- 02Put it to workAdd Acuity Scheduling as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ
Acuity Scheduling on Zoft, answered.
What can Zoft do with Acuity Scheduling?
Zoft supports 8 actions and 2 triggers for Acuity Scheduling. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect Acuity Scheduling to Zoft?
Choose Acuity Scheduling in Connections and approve access in the Acuity Scheduling sign-in window. Zoft never sees your password.
Can a voice agent or chat agent use Acuity Scheduling?
Yes. Once Acuity Scheduling is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in Acuity Scheduling without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.