Acuity Scheduling Dubsado Integration - Quick Connect

Connect Acuity Scheduling and Dubsado to unlock the power of automation

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Quickly connect Acuity Scheduling to Dubsado with a Zapier template.

Our most popular template

Create Dubsado projects for new appointments in Acuity Scheduling
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Acuity Scheduling + Dubsado
Create Dubsado projects from new Acuity Scheduling appointments
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Acuity Scheduling + Dubsado
Create Acuity Scheduling api requests for new Dubsado payments received
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Dubsado + Acuity Scheduling
Create Acuity Scheduling api requests for new Dubsado lead projects
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Dubsado + Acuity Scheduling
Create Dubsado projects from new Acuity Scheduling product orders
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Acuity Scheduling + Dubsado

Create Dubsado projects for new appointments in Acuity Scheduling

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Acuity Scheduling + Dubsado

Create Dubsado projects from new Acuity Scheduling appointments

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Acuity Scheduling + Dubsado

Create Acuity Scheduling api requests for new Dubsado payments received

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Dubsado + Acuity Scheduling

Create Acuity Scheduling api requests for new Dubsado lead projects

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Dubsado + Acuity Scheduling

Create Dubsado projects from new Acuity Scheduling product orders

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Acuity Scheduling + Dubsado

How Zapier works

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

Select a trigger from Acuity Scheduling

A trigger is an event that starts your Zap and runs the workflow. For example, with Acuity Scheduling, a trigger could be "Appointment Start."

A trigger is the event that kicks off your automated workflow.

Setup an action from Dubsado

An action is what takes place after the automation is triggered. For example, with Dubsado, the action could be "Create Project."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Acuity Scheduling to Dubsado

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Triggers and actions are the main components of every automated workflow.

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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.

Connect Acuity Scheduling and Dubsado to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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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.

- Time Before (Unit)
- Appointment Type
- Calendar
- Time Before
  Required
Trigger
Scheduled
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- Calendar
- Appointment Type
Trigger
Instant
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New Product Order
Triggers when a new order is completed.
Trigger
Instant
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- Package
  Required
- Certificate Code
- Email Address
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- Appointment ID
  Required
Action
Search
Contract Signed
Triggers when a client submits a signed contract.
Trigger
Instant
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New Project as Lead
Triggers when a project is created as a lead manually, with a Lead Capture Form or when Public Proposal Form is filled out.
Trigger
Instant
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Project Status Updated
Triggers when a project's status is updated.
Trigger
Instant
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- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- Calendar
- Appointment Type
Trigger
Instant
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- Calendar
- Appointment Type
Trigger
Instant
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- Coupon
  Required
- Certificate Code
Action
Write
- Calendar
- Start Date and Time
  Required
- End Date and Time
  Required
- Notes
Action
Write
Add or Update Client
This action updates a client's information in Acuity Scheduling. If the client does not exist, it creates a new client.
Action
Write
- First Name
- Last Name
- Email Address
Action
Search
New Project as Job
Triggers when a project is created as a job manually, with a Lead Capture Form or when a Public Proposal Form is filled out.
Trigger
Instant
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New Payment Received
Triggers when a client makes a payment on an invoice.
Trigger
Instant
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- Project Workflow
- Project Location: Name
- Project Location: Address Line 1
- Project Location: Address Line 2
- Project Location: City
- Project Location: State/Province
- Project Location: Zip/Postal
- Project Location: Country
- Alternate Contact: First Name
- Alternate Contact: Last Name
- Alternate Contact: Phone
- Alternate Contact: Email
- Client Address: Line 1
- Client Address: Line 2
- Client Address: City
- Client Address: State/Province
- Client Address: Zip/Postal
- Client Address: Country
- Client Company: Name
- Client Company: Email
- Client Company: Phone
- Project Status
- Project Source
- Title
  Required
- Start Date and Time
  Required
- End Date and Time
  Required
- Client First Name
- Client Last Name
- Client Email
  Required
- Client Phone Number
Action
Write

Learn how to automate Acuity Scheduling on the Zapier blog

Learn how to automate Dubsado on the Zapier blog

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.