Create Customer with Setmore API on New Appointment Canceled (Instant) from Acuity Scheduling API

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New Appointment Canceled (Instant) from the Acuity Scheduling API

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Create Customer with the Setmore API

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Getting Started#

This integration creates a workflow with a Acuity Scheduling trigger and Setmore action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Appointment Canceled (Instant) trigger
1. Connect your Acuity Scheduling account
Configure the Create Customer action
1. Connect your Setmore account
2. Configure First Name
3. Optional- Configure Last Name
4. Optional- Configure Email
5. Optional- Configure Country Code
6. Optional- Configure Cell Phone
7. Optional- Configure Work Phone
8. Optional- Configure Home Phone
9. Optional- Configure Address
10. Optional- Configure City
11. Optional- Configure State
12. Optional- Configure Postal Code
13. Optional- Configure Image URL
14. Optional- Configure Comment
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Details#

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger#

New Appointment Canceled (Instant) on Acuity Scheduling

Description:Emit new event when an appointment is canceled.

Version:0.0.1

Key:acuity_scheduling-appointment-canceled-instant

View on GitHub

Acuity Scheduling Overview#

Acuity Scheduling API allows you to tap into the functionality of Acuity Scheduling, a cloud-based appointment scheduling software. With this API on Pipedream, you can automate appointment creation, modifications, and cancellations, as well as sync customer data across your tech stack. The API lets you fetch detailed information about schedules, available time slots, and calendar events. Create dynamic, real-time integrations with CRMs, email marketing platforms, or payment gateways to streamline your scheduling and business processes.

Trigger Code#

import common from "../common/base.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "acuity_scheduling-appointment-canceled-instant",
  name: "New Appointment Canceled (Instant)",
  description: "Emit new event when an appointment is canceled.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    getEvent() {
      return "appointment.canceled";
    },
    getSummary(details) {
      return `New appointment canceled with Id: ${details.id}`;
    },
  },
  sampleEmit,
};

Trigger Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.

Label	Prop	Type	Description
Acuity Scheduling	`acuityScheduling`	`app`	This component uses the Acuity Scheduling app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`http`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.

Trigger Authentication#

Acuity Scheduling uses OAuth authentication. When you connect your Acuity Scheduling account, Pipedream will open a popup window where you can sign into Acuity Scheduling and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Acuity Scheduling API.

Pipedream requests the following authorization scopes when you connect your account:

api-v1

About Acuity Scheduling#

Online Appointment Scheduling

Action#

Create Customer on Setmore

Description:Create a new customer in Setmore Appointments. [See the documentation](https://setmore.docs.apiary.io/#introduction/customers/create-a-customer)

Version:0.0.2

Key:setmoreappointments-create-customer

View on GitHub

Setmore Overview#

The Setmore API opens doors to automating appointment scheduling and calendar management, allowing you to sync appointments, customer information, and services across different platforms. This seamless integration through Pipedream can trigger workflows from new appointments, update external CRMs with customer data, or prep team communication channels with upcoming schedule details. By harnessing the Setmore API on Pipedream, you're equipping yourself to orchestrate complex operations with simplicity and precision.

Action Code#

import setmore from "../../setmoreappointments.app.mjs";

export default {
  key: "setmoreappointments-create-customer",
  name: "Create Customer",
  description: "Create a new customer in Setmore Appointments. [See the documentation](https://setmore.docs.apiary.io/#introduction/customers/create-a-customer)",
  version: "0.0.2",
  type: "action",
  props: {
    setmore,
    first_name: {
      type: "string",
      label: "First Name",
      description: "The first name of the customer.",
    },
    last_name: {
      type: "string",
      label: "Last Name",
      description: "The last name of the customer.",
      optional: true,
    },
    email_id: {
      type: "string",
      label: "Email",
      description: "The email of the customer.",
      optional: true,
    },
    country_code: {
      type: "string",
      label: "Country Code",
      description: "The country code of the customer's phone number.",
      optional: true,
    },
    cell_phone: {
      type: "string",
      label: "Cell Phone",
      description: "The cell phone number of the customer.",
      optional: true,
    },
    work_phone: {
      type: "string",
      label: "Work Phone",
      description: "The work phone number of the customer.",
      optional: true,
    },
    home_phone: {
      type: "string",
      label: "Home Phone",
      description: "The home phone number of the customer.",
      optional: true,
    },
    address: {
      type: "string",
      label: "Address",
      description: "The address of the customer.",
      optional: true,
    },
    city: {
      type: "string",
      label: "City",
      description: "The city of the customer.",
      optional: true,
    },
    state: {
      type: "string",
      label: "State",
      description: "The state of the customer.",
      optional: true,
    },
    postal_code: {
      type: "string",
      label: "Postal Code",
      description: "The postal code of the customer.",
      optional: true,
    },
    image_url: {
      type: "string",
      label: "Image URL",
      description: "The image URL of the customer.",
      optional: true,
    },
    comment: {
      type: "string",
      label: "Comment",
      description: "Any additional comments about the customer.",
      optional: true,
    },
  },
  async run({ $ }) {
    const { data } = await this.setmore.createCustomer({
      data: {
        first_name: this.first_name,
        last_name: this.last_name,
        email_id: this.email_id,
        country_code: this.country_code,
        cell_phone: this.cell_phone,
        work_phone: this.work_phone,
        home_phone: this.home_phone,
        address: this.address,
        city: this.city,
        state: this.state,
        postal_code: this.postal_code,
        image_url: this.image_url,
        comment: this.comment,
      },
      $,
    });

    if (data?.customer) {
      $.export("$summary", `Successfully created customer with key ${data.customer.key}.`);
    }

    return data.customer;
  },
};

Action Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

Label	Prop	Type	Description
Setmore	`setmore`	`app`	This component uses the Setmore app.
First Name	`first_name`	`string`	The first name of the customer.
Last Name	`last_name`	`string`	The last name of the customer.
Email	`email_id`	`string`	The email of the customer.
Country Code	`country_code`	`string`	The country code of the customer's phone number.
Cell Phone	`cell_phone`	`string`	The cell phone number of the customer.
Work Phone	`work_phone`	`string`	The work phone number of the customer.
Home Phone	`home_phone`	`string`	The home phone number of the customer.
Address	`address`	`string`	The address of the customer.
City	`city`	`string`	The city of the customer.
State	`state`	`string`	The state of the customer.
Postal Code	`postal_code`	`string`	The postal code of the customer.
Image URL	`image_url`	`string`	The image URL of the customer.
Comment	`comment`	`string`	Any additional comments about the customer.

Action Authentication#

Setmore uses OAuth authentication. When you connect your Setmore account, Pipedream will open a popup window where you can sign into Setmore and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Setmore API.

Pipedream requests the following authorization scopes when you connect your account:

About Setmore#

Setmore offers a free, online scheduling platform for you to connect with your customers.

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Popular Triggers#

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New Appointment Canceled (Instant) from the Acuity Scheduling API

Emit new event when an appointment is canceled.

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New Appointment Created from the Setmore API

Emit new event when a new appointment is created in Setmore. See the documentation

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Popular Actions#

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Blocks a specific time slot on your schedule to prevent the scheduling of any appointments during this particular time range. See the documentation

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Retrieves existing appointments using the client's information, allowing you to track all the appointments associated with a specific client. See the documentation

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