HoneyBook

Once you’ve <a href="https://help.honeybook.com/en/articles/10509429-integrate-with-acuity">integrated with Acuity</a>, you can leverage this connection in your HoneyBook automations. The “Meeting scheduled” trigger lets you automatically create a HoneyBook project and automate follow-up steps once a meeting is scheduled through Acuity.

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Start with the Acuity automation preset (recommended)

First, ensure you’ve <a href="https://help.honeybook.com/en/articles/10509429-integrate-with-acuity">connected your Acuity account</a>

Access the Acuity automation preset. Either:

- From the top navigation bar, select Automations &gt; click View all to view all automation presets &gt; select Acuity meeting follow-up &gt; Use automation
- Or, navigate to your Integrations page &gt; click See Automation by the Acuity tile &gt; Use automation

The Acuity automation preset will open in the automations builder. Click the Meeting scheduled trigger to adjust the trigger settings:

1. Member account: Select the member whose account will be used for the automation
2. Acuity trigger: Cannot be adjusted; must be Meeting scheduled 
3. Appointment type: Click the drop-down and select which meeting types will cause the trigger to activate (or all)

Click the Create opportunity/project action to adjust the action settings:

1. Owner: Select the member of your HoneyBook team who will be the project owner
2. Type: Select the project type to be assigned
3. Stage: Select the pipeline stage that the projects will be added to
4. Tags: Select any tags to be automatically applied to the project

Continue building out your automation as needed

When you’re ready, toggle the Active status ON for the automation to start running in projects that meet the trigger criteria

1. First, ensure you’ve <a href="https://help.honeybook.com/en/articles/10509429-integrate-with-acuity">connected your Acuity account</a>
2. Access the Acuity automation preset. Either:
 - From the top navigation bar, select Automations &gt; click View all to view all automation presets &gt; select Acuity meeting follow-up &gt; Use automation
 - Or, navigate to your Integrations page &gt; click See Automation by the Acuity tile &gt; Use automation
3. The Acuity automation preset will open in the automations builder. Click the Meeting scheduled trigger to adjust the trigger settings:
 1. Member account: Select the member whose account will be used for the automation
 2. Acuity trigger: Cannot be adjusted; must be Meeting scheduled 
 3. Appointment type: Click the drop-down and select which meeting types will cause the trigger to activate (or all)
4. Click the Create opportunity/project action to adjust the action settings:
 1. Owner: Select the member of your HoneyBook team who will be the project owner
 2. Type: Select the project type to be assigned
 3. Stage: Select the pipeline stage that the projects will be added to
 4. Tags: Select any tags to be automatically applied to the project

5. Continue building out your automation as needed
6. When you’re ready, toggle the Active status ON for the automation to start running in projects that meet the trigger criteria

First, ensure <a href="https://help.honeybook.com/en/articles/10509429-integrate-with-acuity">you’ve connected your Acuity account</a>

Get started <a href="https://help.honeybook.com/en/articles/9493889-how-to-create-an-automation">creating a new automation</a>

Click Set a trigger in the sidebar

Under Apps, select Meeting scheduled

Click the plus (+) sign &gt; Create opportunity/project

- This step must be added next if the automation trigger is Meeting scheduled (Acuity)

Adjust the settings for the Create opportunity/project action:

1. First, ensure <a href="https://help.honeybook.com/en/articles/10509429-integrate-with-acuity">you’ve connected your Acuity account</a>
2. Get started <a href="https://help.honeybook.com/en/articles/9493889-how-to-create-an-automation">creating a new automation</a>
3. Click Set a trigger in the sidebar
4. Under Apps, select Meeting scheduled 
5. Adjust the settings for the trigger:
 1. Member account: Select the member whose account will be used for the automation
 2. Acuity trigger: Cannot be adjusted; must be Meeting scheduled 
 3. Appointment type: Click the drop-down and select which meeting types will cause the trigger to activate (or all)
6. Click the plus (+) sign &gt; Create opportunity/project
 - This step must be added next if the automation trigger is Meeting scheduled (Acuity) 
7. Adjust the settings for the Create opportunity/project action:
 1. Owner: Select the member of your HoneyBook team who will be the project owner
 2. Type: Select the project type to be assigned
 3. Stage: Select the pipeline stage that the projects will be added to
 4. Tags: Select any tags to be automatically applied to the project
8. Continue building out your automation as needed
9. When you’re ready, toggle the Active status ON for the automation to start running in projects that meet the trigger criteria

Still have questions? Feel free to send us a message by clicking the <a href="https://www.honeybook.com/?chat=show" rel="nofollow noopener noreferrer" target="_blank">Question Mark icon</a> on any HoneyBook page. Our team is always happy to help!

How to automatically create a new project in HoneyBook when someone schedules a meeting in Acuity

Start with the Acuity automation preset (recommended)

Start with a new automation