Acuity Scheduling + Dotloop Integration

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Acuity Scheduling + Dotloop Integration

Create Dotloop loop for new Acuity Scheduling appointment

In your business, you may need to track when someone is invited to an appointment. You can do this by creating a loop in Dotloop.

But manually creating a loop can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an appointment is created in Acuity Scheduling, it will trigger a corresponding loop creation in Dotloop.

This makes it easy to keep track of all the interactions that person has with your company. By using loop, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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Acuity Scheduling + Dotloop Integration

Create Dotloop contact from new Acuity Scheduling order

As an online store owner, you're likely using Acuity Scheduling to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Acuity Scheduling with Dotloop? This integration will allow you to automatically create a contact for each new order in Dotloop.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Acuity Scheduling + Dotloop Integration
1.
  • Acuity Scheduling
    Appointment is scheduled (with filters) in Acuity Scheduling
  • Acuity Scheduling
    Appointment is scheduled in Acuity Scheduling Instant
  • Acuity Scheduling
    Appointment is rescheduled in Acuity Scheduling Instant
  • Acuity Scheduling
    Appointment is canceled in Acuity Scheduling Instant
  • Acuity Scheduling
    Order is completed in Acuity Scheduling Instant
  • Dotloop
    Loop is created in Dotloop
2.
  • Acuity Scheduling
    Search appointment using client info in Acuity Scheduling
  • Acuity Scheduling
    Get appointment by id in Acuity Scheduling
  • Acuity Scheduling
    Create an appointment in Acuity Scheduling
  • Acuity Scheduling
    Reschedule an appointment in Acuity Scheduling
  • Acuity Scheduling
    Cancel appointment in Acuity Scheduling
  • Acuity Scheduling
    Customize block off time in Acuity Scheduling
  • Acuity Scheduling
    Add package code in Acuity Scheduling
  • Acuity Scheduling
    Add coupon code in Acuity Scheduling
  • Dotloop
    Create loop in Dotloop
  • Dotloop
    Create contact in Dotloop
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