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Best answer

Cancel or Reschedule appointments in Redtail


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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6 replies

Troy Tessalone
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Can you please clarify your questions?

Do you mean update the existing record in Redtail?

What action are you originally creating in Redtail?

 


  • Author
  • Beginner
  • 5 replies
  • January 5, 2021

Yes. So the process flow is Client creates an appointment using Acuity → Zap → Redtail  “Create new appointment”. Then Client changes the date and time of the appointment using Acuity → Zap → Redtail -- How do I change the appointment date and time in Redtail. Or if they Cancel the appointment how do I cancel the appointment in Redtail?

 

 


Troy Tessalone
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  • Zapier Expert
  • 31400 replies
  • Answer
  • January 5, 2021

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


  • Author
  • Beginner
  • 5 replies
  • January 5, 2021

Hmm. Is there another Online Calendaring tool that would allow that type of integration?

 


Troy Tessalone
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The limitation is with Redtail, not the scheduling app.

FYI: Most app integrations with Zapier are maintained by the app developer, rather than Zapier, so best to direct these type of feature requests to the app developer.


  • Author
  • Beginner
  • 5 replies
  • January 5, 2021

Ah, ok thanks for your help Troy.