Authenticate with the Notes API using your API key or OAuth credentials, then grant access to scheduling data required by the integration.
Authenticate Acuity Scheduling with your account and authorize data exchange with Notes API to sync appointments, customers, and notes.
Endpoints overview include creating and reading appointments, managing customers, and adding notes via common HTTP methods (POST, GET, PUT/PATCH) to synchronize data between Acuity Scheduling and the Notes API.
Trigger: When an appointment is created or updated in Acuity Scheduling
Actions: create or update a corresponding note in Notes API, attach metadata, and reflect changes back to the scheduler
Method path: POST /appointments and PATCH /appointments/{id}
Key fields: appointment_id, customer_id, start_time, notes
Trigger: When a note is added or updated in Notes API
Actions: update event in Acuity Scheduling, add note to the appointment, and set reminders
Method path: POST /notes, PUT /appointments/{id}
Key fields: note_id, appointment_id, timestamp
Trigger: customer data changes in either app
Actions: sync customer profiles between Notes API and Acuity Scheduling
Method path: POST /customers, PATCH /customers/{id}
Key fields: customer_id, email, full_name
Fast setup with no coding required
Drag-and-drop automation to connect apps
Maintenance-free integrations with reliable syncing
This section explains essential concepts and processes involved in connecting GHL with Acuity Scheduling using the Notes API.
A defined set of rules that allow two software applications to communicate and exchange data.
A callback mechanism that notifies your system when events occur in either application.
An authorization framework that lets users grant limited access to their data without sharing passwords.
A token used to authenticate API calls and authorize access to resources.
Automatically generate notes after bookings and share with customers via email or notes.
Send tailored reminders triggered by appointment changes via Notes API.
Consolidate data from Acuity Scheduling and Notes API into a single view.
Generate API key in Notes API with scheduling scope and note permissions.
Grant Acuity Scheduling access to the Notes API data you need, such as appointments and notes.
Run a test to validate webhooks and endpoint responses.
No coding is required to connect Acuity Scheduling with the Notes API. Use the visual workflow builder to map fields, triggers, and actions without writing code. You can customize the data you sync and the conditions that trigger actions.
Common endpoints used include creating and reading appointments, managing customers, and adding notes. Not every endpoint is required for every page, but you can enable the ones you need to support your flow.
Security is provided via API keys or OAuth with TLS encryption in transit. Access scopes are limited to what is necessary for the integration, and you can rotate credentials regularly.
Use a sandbox or test mode to simulate events, verify endpoint responses, and confirm webhooks are firing correctly before going live. Review logs to confirm successful data syncing.
Yes. Webhook notifications can trigger automated actions in either app, such as updating an appointment or creating a note when data changes.
Yes, customer data can sync in both directions with proper field mappings and conflict resolution rules to prevent duplicates.
Logs are accessible in both applications and via webhook event histories. Use these logs to troubleshoot data mismatches and failed synchronizations.
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Complete Operations Catalog - 126 Actions & Triggers
