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Salesforce

Microsoft Dynamics 365 - Icon

Microsoft Dynamics 365

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Asana

Google Sheets - Icon

Google Sheets

Google Calendar - Icon

Google Calendar

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Monday

ConnectWise - Icon

ConnectWise

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Airtable

Pipedrive - Icon

Pipedrive

Calendly - Icon

Calendly

Copper - Icon

Copper

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Streak

Smartsheet

Mindbody - Icon

Mindbody

SugarCRM - Icon

SugarCRM

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Workfront

Zoho CRM - Icon

Zoho CRM

Trello - Icon

Trello

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Pipeliner

Freshsale

Freshsales

Cancel appointment

Check if a given date and time slot is valid and available.

Check slot availability

Create appointment

Create blocked off time slots so that no-one can book it.

Create block

Delete block

Get appointment

List calendars

Get block

List calendars DDL

List clients

List forms

List appointment types

List appointment types DDL

List appointments

List appointments DDL

List available classes

List available dates

List available times

List blocks

List blocks DDL

List certificates

List certificates DDL

List orders

List products

List products DDL

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Raw HTTP request (advanced)

Reschedule appointment

Time zone DDL

Update appointment

Acuity Scheduling 1

Integrations

Easy Acuity Scheduling integrations

Acuity Scheduling 2

Automation 

Flexible Acuity Scheduling automation

Acuity Scheduling 3

Use cases

Automate Acuity Scheduling however you like

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How Automation is Changing the Face of Business

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Streamline strategic sales with an automated deal desk

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The ultimate guide to automating the entire lead lifecycle

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Vox Media connects and automates pre- and post-sales to streamline workflow

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business-automation

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Connect other web service to Acuity Scheduling with Tray.io

Acuity Scheduling

Scheduling and Time Tracking

Delete contact

Get order

Create a new contact. A contact may represent a single individual or an organization.

Create contact

Delete deal

Delete lead

Delete product

List deal associated contacts

Create call

Create deal

Returns all deals available to the user according to the parameters provided.

Create lead

Create a new note and associate it with a Lead, Contact or Deals resource

Create note

Create order

Create product

Delete call

Returns a stream of events for a specific resource

Firehose

Get call

Get contact

Returns a single deal available to the user, according to the unique deal ID provided. If the specified deal does not exist, the request will return an error.

Get deal

Get lead

Get user

List call outcomes

List call outcomes DDL

List calls

Return all static and custom fields for the Contact resource.

List contact fields

List contact fields DDL

Returns all contacts available to the user according to the parameters provided.

List contacts

List deals

Return all static and custom fields for the Lead resource.

List lead fields

List lead fields DDL

Returns all leads available to the user, according to the parameters provided.

List leads

Returns all line items associated to order.

List line items

Returns all pipelines available to the user, according to the parameters provided.

List pipelines

Returns all products from the catalog according to the parameters provided.

List users

List users DDL

Search resources

Update call

Update contact

Update deal

Update lead

Update product

Create a new contact or update an existing, based on a value of a filter or a set of filters. At least a single filter - query parameter - is required. If no parameters are present, the request will return an error. Behaviour: If multiple contacts match a set of filters, the request will return an error - 409. If a single contact matches, then the existing contact is updated. If none matches the query, a new contact is created. Notice: Use Upsert API, instead of Create or Update, to avoid creating unwanted, duplicated records. Also very useful if you want Zendesk Sell to carry external system ids - stored as custom fields.

Upsert contact

Create a new deal or update an existing, based on a value of a filter or a set of filters. At least a single filter - query parameter - is required. If no parameters are present, the request will return an error. Behaviour: If multiple deals match a set of filters, the request will return an error - 409. If a single deal matches, then the existing deal is updated If none matches the query, a new deal is created. Notice - Use Upsert API, instead of Create or Update, to avoid creating unwanted, duplicated records. Also very useful if you want Zendesk Sell to carry external system ids - stored as custom fields.

Upsert deal

Create a new lead or update an existing, based on a value of a filter or a set of filters. At least a single filter - query parameter - is required. If no parameters are present, the request will return an error. Behaviour: If multiple leads match a set of filters, the request will return an error - 409. If a single lead matches, then the existing lead is updated. If none matches the query, a new lead is created. Notice: Use Upsert API, instead of Create or Update, to avoid creating unwanted, duplicated records. Also very useful if you want Zendesk Sell to carry external system ids - stored as custom fields.

Upsert lead

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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Sales ops best practices

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Pipedrive's CRM integrates with the Tray Platform to provide full visibility for sales activities and connect them to all other components of the sales & marketing stack.

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Intercom unlocks new efficiencies with sales automation

Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

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Sales

Zendesk Sell

Project Management

Customer Relationship Management (CRM)

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Experiences

Capabilities

Foundation - Merlin AI and Enterprise Core

CTA - Universal Automation Cloud LP - "Learn more" - Secondary

Universal Automation Cloud

CTA - Cvent case study - "Show me how" - Primary 

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Cvent migrates 500+ legacy integrations and achieves a 95% customer retention rate

Customer Spotlight

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UAC Solutions - By Team

UAC Solutions - By Use Case

UAC Solutions - By Application

A strategic platform with solutions for mission critical use cases

Solutions

Solutions Customer Spotlight: Beyond Finance CTA - Primary

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Beyond Finance reduces employee onboarding time from 10 days to 5 minutes

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Resources - Success

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Your journey to automation excellence starts here

Resources

TUAC Resources Spotlight - Udemy

Resources Customer Spotlight - Primary

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Udemy streamlines self-service to enterprise sales process and saves 20+ hours per month

Acuity Scheduling and Zendesk Sell integration + automation

Popular Acuity Scheduling and Zendesk Sell integrations

Acuity Scheduling and Zendesk Sell Connector Details

Acuity Scheduling

Zendesk Sell

Tray is the leading AI ready integration and automation platform

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