I’m using Acuity and Redtail. I am able to create a Zap that when you schedule an appointment in Acuity it creates one in Redtail. Now say the client/prospect wants to either cancel or reschedule the appointment. How do I make a Zap to do that?
I’m using Acuity and Redtail. I am able to create a Zap that when you schedule an appointment in Acuity it creates one in Redtail. Now say the client/prospect wants to either cancel or reschedule the appointment. How do I make a Zap to do that?
Best answer by Troy Tessalone
Those Actions/Searches are not available via the Redtail Zapier integration.
A more technical way to achieve what you’re trying to do might be possible by using the Redtail CRM API: https://help.redtailtechnology.com/hc/en-us/sections/200708380-CRM-REST-API-
This would involve Webhook action steps: https://zapier.com/apps/webhook/integrations
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