Integrate Acuity Scheduling with ClickUp Using Pabbly Connect

Learn how to instantly create ClickUp tasks from new Acuity Scheduling appointments using Pabbly Connect in this step-by-step tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Acuity Scheduling with ClickUp, start by accessing Pabbly Connect. This platform allows seamless data transfer between applications without any coding knowledge required.

Begin by visiting the Pabbly website. Hover over the product section and select Connect. If you do not have an account, you can sign up for free and explore the integration capabilities.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, create a new workflow to facilitate the integration. Click on the ‘Create New Workflow’ button and name it ‘Acuity Scheduling to ClickUp’. This sets the stage for your automation.

Next, choose Acuity Scheduling as the application for the trigger event. Select ‘New Appointment’ as the trigger. This means that every time a new appointment is made in Acuity Scheduling, it will trigger an action in ClickUp.

• Create a new workflow in Pabbly Connect.
• Select Acuity Scheduling for the trigger event.
• Choose ‘New Appointment’ as the specific trigger.

Once the trigger is set, connect your Acuity Scheduling account by allowing access. This step is crucial for Pabbly Connect to fetch appointment data automatically.

3. Capturing Appointment Data from Acuity Scheduling

After setting up the trigger in Pabbly Connect, it’s time to capture the appointment data. Click on ‘Save and Send Test Request’ to retrieve the latest appointment details from Acuity Scheduling.

To test the integration, create a new appointment in Acuity Scheduling. Once the appointment is created, go back to Pabbly Connect and check if the data has been captured successfully. This ensures that the connection is working properly.

• Click ‘Save and Send Test Request’ to fetch appointment data.
• Create a new appointment in Acuity Scheduling for testing.
• Verify that Pabbly Connect captures the appointment data.

This step is crucial as it validates that Pabbly Connect is successfully receiving data from Acuity Scheduling, which will later be used to create tasks in ClickUp.

4. Creating a Task in ClickUp from Acuity Appointment

Now that Pabbly Connect has captured the appointment data, the next step is to create a task in ClickUp. Choose ClickUp as the action application and select ‘Create Task’ as the action event. using Pabbly Connect

Connect your ClickUp account by entering your API token. This token is essential for Pabbly Connect to authenticate and create tasks in your ClickUp workspace. Map the necessary fields such as task name, description, and dates based on the data received from Acuity Scheduling.

Select ClickUp as the action application. Choose ‘Create Task’ as the action event. Map fields from Acuity Scheduling to ClickUp task details.

Once all fields are mapped, click on ‘Save and Send Test Request’ to create the task in ClickUp. This completes the integration process, allowing for automatic task creation whenever a new appointment is scheduled in Acuity Scheduling.

5. Testing and Verifying the Integration

After completing the setup in Pabbly Connect, it is important to test and verify the integration. Schedule another appointment in Acuity Scheduling and check ClickUp to see if the task is created automatically.

If the task appears in ClickUp with the correct details, the integration is working successfully. This means every time a new appointment is made, a corresponding task will be created in ClickUp, streamlining your workflow.

Schedule a new appointment in Acuity Scheduling. Check if the task is created in ClickUp automatically. Verify that all details are accurate in the ClickUp task.

By following these steps, you can ensure that your integration between Acuity Scheduling and ClickUp via Pabbly Connect is functioning smoothly, enhancing your productivity and task management efficiency.

Conclusion

In this tutorial, we explored how to integrate Acuity Scheduling with ClickUp using Pabbly Connect. By automating task creation from new appointments, you can streamline your workflow and improve efficiency.