Acuity Scheduling integration with CLG App
How to Create CLG App leads from new Acuity Scheduling appointments
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create CLG App leads from new Acuity Scheduling appointments" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate CLG App integrations
CLG App actions
Nekton can use any feature that is available in CLG App API.
Using our advanced AI, you can easily create custom automations for CLG App.
Here are some typical actions you can do in your automated workflows.
Create Lead
Creates a new lead.
Update Lead
Updates an existing lead.
Find Lead
Finds a lead based on email.
Find or Create a Lead
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Create Client
Creates a new client.
Update Client
Updates an existing client.
About CLG App
CLG App is a cloud-based software and CRM for the credit repair industry designed for credit consultants and starting a credit repair business.