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
Cancel or Reschedule appointments in Redtail
- Beginner
- 5 replies
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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+14- Zapier Expert
- 31433 replies
Can you please clarify your questions?
Do you mean update the existing record in Redtail?
What action are you originally creating in Redtail?
- Beginner
- 5 replies
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?
+14- Zapier Expert
- 31433 replies
- Answer
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
- Beginner
- 5 replies
Hmm. Is there another Online Calendaring tool that would allow that type of integration?
+14- Zapier Expert
- 31433 replies
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.
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