Log client notes when bookings change

When an appointment is rescheduled or canceled in Acuity Scheduling, instantly append a note with the updated details in FYI.

Try:

See all FYI + Acuity Scheduling integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

FYI Explore FYI →

Triggers

New note created

Fires when a new note or document is created in FYI.

Note updated

Fires when an existing note or document changes in FYI.

Document viewed or shared

Fires when a document in FYI is viewed or shared with someone.

Actions

Create a document from a template

Generates a new document in FYI from a saved template.

Create or append to a note

Creates a note in FYI or adds text to an existing one.

Convert a document to PDF

Converts a file in FYI to PDF.

Publish or share a document

Publishes a document from FYI or shares it by link.

Acuity Scheduling Explore Acuity Scheduling →

Triggers

New booking made

Fires when a new booking or appointment is made in Acuity Scheduling.

Booking rescheduled or canceled

Fires when a booking in Acuity Scheduling is changed or canceled.

New customer

Fires when a new customer books for the first time in Acuity Scheduling.

Actions

Create a booking

Creates a new booking or appointment in Acuity Scheduling.

Cancel or reschedule a booking

Cancels or moves a booking in Acuity Scheduling.

Create or update a customer

Creates or updates a customer record in Acuity Scheduling.

Add the booking to a calendar

Adds a booking from Acuity Scheduling to a connected calendar.

Generate meeting documents for new appointments Whenever a client schedules a session in Acuity Scheduling, automatically create a pre-filled client document from a template in FYI. See details

Schedule a follow-up session after document signing Once a client signs a contract in FYI, automatically create a booking in Acuity Scheduling to get their kickoff call on the calendar. See details

See all FYI + Acuity Scheduling integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Log client notes when bookings change” between FYI and Acuity Scheduling?

Yes — describe it in the box above and Knit's Integrations Agent researches FYI and Acuity Scheduling's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting FYI and Acuity Scheduling help with client onboarding?

You can automatically generate tailored contracts or intake documents in FYI the moment a client books a session in Acuity Scheduling, saving time before every meeting.

Can booking changes in Acuity Scheduling update existing notes in FYI?

Yes, when a client reschedules or cancels in Acuity Scheduling, you can automatically update or append details to the client's record in FYI.