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Best answer

Transferring several peices of data from Acuity to Redtail

  • September 24, 2020
  • 5 replies
  • 93 views
P

Hello all,

I am trying to set up a Zap from Acuity to Redtail. I have it working so far but when my clients create an appointment in Acuity I have them select the topic for the meeting. I would like to have the info passed into Redtail but I can’t see any way to map that field. Additionally, the location field doesn’t seem to work. I selected the location and mapped it to the location data coming from Acuity in to location field in Redtail but it shows up blank when I test it.

What am I missing?

-Phil

Best answer by steph.nBest answer by steph.n

Hi there @phil. - I've submitted this as a feature request to the team in charge of this integration on your behalf.

While not all feature requests are implemented, customer feedback like this is a huge part of how we continue to grow our platform. If this feature does get developed, we'll reach out to you directly to let you know!

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5 replies

Troy Tessalone
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  • Troy TessaloneZapier Expert
  • Zapier Expert
  • 31122 replies
  • September 24, 2020

You may have to use the Redtail API as their Zapier app integration is limited: https://help.redtailtechnology.com/hc/en-us/sections/200708380-CRM-REST-API-

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Danvers
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  • DanversZapier Staff
  • Zapier Staff
  • 3731 replies
  • September 25, 2020

Hi @phil. Could I check what action you’re using for Redtail? It’s likely not possible to add the field that you’d like, but if I know which action you’re using then I can see if there’s a feature request that we can add you to. And is the meeting topic field a custom one that you have set up in Redtail?

P
  • phil.Beginner
  • Author
  • Beginner
  • 5 replies
  • September 25, 2020

Hello All,

So in Redtail when creating an activity the details that I’m trying to transfer from Acuity to Redtail are all standard fields: Subject, Date/Time,Type, Category and location. I’m having trouble getting location to come over (I thought I linked it correctly but nothing transfers) and I don’t see a way to connect to Category. For Category I want to have the client/prospect select the topic, i.e. Investment review, Tax Planning, etc...in Acuity and just have that value entered in Category in Redtail.

Any help you can provide would be great.

Thanks,

-Phil

steph.n
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  • steph.nBuilder
  • Builder
  • 899 replies
  • Answer
  • September 28, 2020

Hi there @phil. - I've submitted this as a feature request to the team in charge of this integration on your behalf.

While not all feature requests are implemented, customer feedback like this is a huge part of how we continue to grow our platform. If this feature does get developed, we'll reach out to you directly to let you know!

P
  • phil.Beginner
  • Author
  • Beginner
  • 5 replies
  • September 29, 2020

Thanks @steph.n 

steph.n
1 person likes this
  • steph.n
    steph.n
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