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Zapier makes it easy to integrate Acuity Scheduling with Dubsado - no code necessary. See how you can get setup in minutes.

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Acuity Scheduling
Acuity Scheduling logo
Acuity Scheduling
1. Choose trigger event
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Dubsado
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Dubsado
2. Choose action
Acuity Scheduling logo
1. Select the event
Setup
Test
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Acuity Scheduling
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Appointment Start" from Acuity Scheduling.

Add your action

An action happens after the trigger—such as "Create Project" in Dubsado.

You’re connected!

Zapier seamlessly connects Acuity Scheduling and Dubsado, automating your workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

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Frequently Asked Questions about Acuity Scheduling + Dubsado integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Acuity Scheduling and Dubsado

How do I set up the integration between Acuity Scheduling and Dubsado?

To integrate Acuity Scheduling with Dubsado, you will need to use our platform to create a zap. First, connect your Acuity account as a trigger, such as 'New Appointment'. Then, set up Dubsado as the action app, selecting options like 'Create Project'. Follow through with authenticating both accounts and configuring the necessary fields.

Can I automatically create a project in Dubsado when a new appointment is scheduled in Acuity?

Yes, you can automate this process using our integration platform. Set up a zap where the trigger is 'New Appointment' in Acuity Scheduling and the action is 'Create Project' in Dubsado. You'll map details from the appointment to populate your new project.

Is it possible to update client information in Dubsado based on changes in Acuity Scheduling?

Absolutely! By setting the trigger as 'Appointment Changed' or 'New Client' in Acuity Scheduling, you can select an action such as 'Update Client' in Dubsado. This ensures your client information stays up-to-date seamlessly.

What kind of triggers can I use to start workflows across these two platforms?

'New Appointment', 'Appointment Cancelled', and 'Appointment Changed' are common triggers from Acuity that initiate workflows. Based on these triggers, actions like creating or updating projects or sending emails from within Dubsado can be automated.

Can I send automated email confirmations through Dubsado after scheduling an appointment in Acuity?

Yes, by using our integration platform, you can set a workflow that triggers on 'New Appointment' from Acuity and sends an action through Dubsado for 'Send Email'. Pre-drafted email templates can be utilized for this purpose.

Are there any specific actions that need additional configuration when integrating these platforms?

Some actions might require additional configuration such as mapping fields between platforms accurately. For example, when setting up an action like 'Create Invoice' in Dubsado triggered by an Acuity event, ensure each client's information is correctly transferred and any invoice-specific notes are mapped properly.

How do I handle timezone differences when synchronizing appointments between Acuity and Dubsado?

Our platform handles time zone conversions automatically between integrated services. Make sure both your accounts are correctly set to their respective time zones during initial setup to avoid discrepancies.

Practical ways you can use Acuity Scheduling and Dubsado

Sync new appointments to client projects.

When a new appointment is scheduled via Acuity Scheduling, Zapier automatically creates a project in Dubsado for that client. This removes the manual task of inputting project details, ensures client data is always up-to-date, and enables you to begin client workflows seamlessly.

Business Owner
Notify the marketing team about new leads.

When a new lead fills out a lead capture form in Dubsado, Zapier can trigger an internal notification in a communication platform like Slack or email. This helps your team respond to leads more efficiently, potentially increasing conversion rates.

Marketing & Marketing Ops
Set reminders for upcoming appointments.

Zapier schedules a reminder trigger in Dubsado for projects based on new appointment dates in Acuity Scheduling. This ensures no project milestone or meeting is overlooked, keeping both schedule and projects on time.

Project Management

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions
    • Calendar
    • Appointment Type
    Trigger
    Instant
    Try It
    • Calendar
    • Appointment Type
    Trigger
    Instant
    Try It
    • Coupon
      Required
    • Certificate Code
    Action
    Write
    • Calendar
    • Start Date and Time
      Required
    • End Date and Time
      Required
    • Notes
    Action
    Write

Learn how to automate Acuity Scheduling on the Zapier blog

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About Acuity Scheduling
Easy online appointment scheduling software. Save time by having clients book appointments, complete custom intake forms, and pay in advance 24/7 anywhere in the world.
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About Dubsado
Dubsado is a platform that streamlines your client flow. Create repeatable processes, send contracts, get paid... and so much more.
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