Referral Factory Acuity Scheduling

Update contact tags when new appointments are booked

When a client schedules a booking in Acuity Scheduling, automatically create or update their record in Referral Factory and apply a meeting tag.

Try:

See all Referral Factory + 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.

Referral Factory Explore Referral Factory →

Triggers
New lead captured

Fires when a new lead or contact is captured in Referral Factory.

Contact enters a workflow

Fires when a contact enters an automation in Referral Factory.

Contact updated

Fires when a field on a contact changes in Referral Factory.

Contact unsubscribed

Fires when a contact unsubscribes in Referral Factory.

Actions
Create or update a contact

Creates or updates a contact in Referral Factory.

Add a contact to a campaign

Adds a contact to a workflow or campaign in Referral Factory.

Send a message

Sends an email or message to a contact via Referral Factory.

Apply or remove a tag

Changes a contact's tags in Referral Factory.

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.

Send automated follow-ups for canceled appointments When an appointment is canceled or rescheduled in Acuity Scheduling, automatically send a message through Referral Factory with rescheduling options. See details
Create booking profiles from new marketing leads When a new lead is captured in Referral Factory, automatically set up a customer record in Acuity Scheduling so they can book an introductory call. See details

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

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FAQ

Common questions

Can Knit build “Update contact tags when new appointments are booked” between Referral Factory and Acuity Scheduling?

Yes — describe it in the box above and Knit's Integrations Agent researches Referral Factory 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.

What happens in Referral Factory when a client schedules a call in Acuity Scheduling?

When a booking is made in Acuity Scheduling, the contact profile in Referral Factory is automatically updated with meeting details and tagged for automated reminders.

Can new marketing leads automatically be prepared for scheduling?

Yes, capturing a new lead in Referral Factory can automatically create or update a customer profile in Acuity Scheduling so they are ready to select a time.

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