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Frequently Asked Questions about Acuity Scheduling + ConvertKit 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 ConvertKit
How do I connect Acuity Scheduling with ConvertKit?
To connect Acuity Scheduling with ConvertKit, you will need to use our platform to create a 'Zap' that uses Acuity Scheduling as a trigger and ConvertKit as the action. Once connected, this setup allows us to automate tasks like subscribing clients from appointments to a particular email sequence in ConvertKit.
What triggers can I use with Acuity Scheduling in this integration?
With Acuity Scheduling, you can use triggers such as 'New Appointment Scheduled', 'Appointment Rescheduled', or 'Appointment Canceled'. These triggers can then be set to initiate specific actions in ConvertKit, such as adding or removing tags or subscribing participants to an email sequence.
What actions can be performed in ConvertKit when integrating with Acuity Scheduling?
The integration allows actions like creating a new subscriber, adding or removing tags, updating subscriber details, or subscribing them to specific sequences whenever there's a new appointment activity in Acuity Scheduling.
Can I customize which client details are sent from Acuity Scheduling to ConvertKit?
Yes, you can customize the data that is transferred by mapping fields between Acuity Scheduling and ConvertKit. This ensures that only relevant client information is sent during trigger events like appointment bookings.
Is it possible to add clients from canceled appointments into different workflows in ConvertKit?
Absolutely. You can set 'Appointment Canceled' as a trigger so that when an appointment is canceled in Acuity Scheduling, clients are automatically added into alternative email sequences or tagged differently in ConvertKit.
Does this integration support multiple users managing the same account on either platform?
Yes, our integration supports multiple users managing the same account. Each user must have appropriate permissions on their respective platforms (Acuity and ConvertKit), and our system facilitates collaborative processes without data conflicts.
Is there any delay between an event happening in Acuity Scheduling and an action being performed in ConvertKit?
Typically, events triggered within Acuity Scheduling are sent to ConvertKit almost instantly through our platform. However, minor delays could occur depending on server loads or configuration specifics but they are generally brief.
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.