About Zapier Community
New to our Community? Get to know more about our space and how to make the most of your time here.

Code of Conduct Community FAQ's Zapier Common Questions What to Expect

Get Started With Zapier
New to Zapier? We have got you covered with our Zapier 101 Resources.

Zapier Essentials

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Zapier Products
Learn more about Zapier's new products.

Zapier Tables Zapier Interfaces

Zapier Reading
All of our best learning resources can be found here.

Featured Articles Show & Tell AI Hub Zapier Tools Hub

Learning Groups
Excited to meet other builders? Check out our interest areas full of doers, dreamers, and in-betweeners.

User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

Best answer

Transferring several peices of data from Acuity to Redtail

  • 24 September 2020
  • 5 replies
  • 92 views
P
Userlevel 1

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

icon

Best answer by steph.n 29 September 2020, 01:30

View original
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

5 replies

Troy Tessalone
Userlevel 7
Badge +14

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
Userlevel 7
Badge +12

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
Userlevel 1

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
Userlevel 7
Badge +8

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
Userlevel 1

Thanks @steph.n 

Terms & Conditions