Acuity Scheduling logo + ClickUp logo

Automate Acuity Scheduling & ClickUp

Stop paying for mismatched spreadsheets. Sync data between Acuity Scheduling and ClickUp in real-time, so you can manage your operations without the busywork.

Custom API Integration
Secure Data Transfer
Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["Acuity Scheduling"]
        T1(["Appointment Canceled"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth} V -->|Fail| DLQ[Dead Letter
Queue] V -->|Pass| Map[Data Mapping
& Transformation] Map --> Retry[Rate Limiting
& Retries] end subgraph Target ["ClickUp"] A1(["Archive or Delete Task"]) end T1 -->|JSON Payload| W Retry -->|Authenticated API POST| A1 style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5 style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5 style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff
When Acuity Scheduling and ClickUp operate independently, appointment details often become fragmented. For instance, when a client books an appointment in Acuity, the project management team in ClickUp may not receive updates about the new task associated with that appointment. This results in team members manually entering appointment data into ClickUp, leading to potential errors in task descriptions and deadlines. The operations team spends unnecessary hours reconciling discrepancies between the two systems, impacting productivity and client satisfaction.

Top Ways to Automate Acuity Scheduling & ClickUp

  • Automated Appointment Creation: Instantly create ClickUp tasks from Acuity Scheduling appointments, ensuring that every client meeting is tracked and managed within your project management system.
  • Real-Time Status Updates: Automatically update ClickUp task statuses based on appointment outcomes in Acuity, providing your team with immediate visibility into project progress and client interactions.
  • Centralized Reporting: Generate comprehensive reports that combine data from both platforms, enabling you to analyze client engagement and project timelines in one cohesive view.

How to Build the Acuity Scheduling → ClickUp Sync

  1. In Acuity Scheduling, configure a webhook to trigger on the 'Appointment Scheduled' event. This will send a POST request to your designated endpoint.
  2. Set the webhook URL to your server's endpoint that will handle incoming data, for example: https://your-server.com/acuity-webhook.
  3. In your webhook handler, extract relevant data from the payload such as appointment_id, client_name, and appointment_time.
  4. Use the ClickUp API to create a new task by sending a POST request to https://api.clickup.com/api/v2/list/{list_id}/task.
  5. In the POST request to ClickUp, include the extracted data in the body as JSON, mapping client_name to the task name and appointment_time to a custom field for scheduling.
  6. Ensure to include your ClickUp API key in the request headers for authentication.

Developer Warnings & API Gotchas

  • Ensure that the appointment_time format from Acuity matches the expected format in ClickUp; otherwise, the task may not be created correctly.
  • Be cautious of the payload size limits in ClickUp when sending data; if too much data is sent, the API may return an error.
  • When mapping fields, ensure that the custom fields in ClickUp are set up prior to integration; otherwise, the data may not populate as expected.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

  • When this happens in Acuity Scheduling... Appointment Canceled
    Do this in ClickUp Archive or Delete Task
  • When this happens in Acuity Scheduling... Appointment Rescheduled
    Do this in ClickUp Create Custom Field
  • When this happens in Acuity Scheduling... Appointment Start
    Do this in ClickUp Create Folder
  • When this happens in Acuity Scheduling... Appointment Types
    Do this in ClickUp Create List
  • When this happens in Acuity Scheduling... Fetch Custom Actions
    Do this in ClickUp Create New Document

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I can see you're looking at mapping Acuity Scheduling to ClickUp. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?