Acuity Scheduling and CloudTalk Integration

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Automatically trigger CloudTalk calls or SMS when appointments are booked in Acuity Scheduling. Latenode's visual editor makes complex routing simple, while affordable execution-based pricing unlocks enterprise scaling.

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Acuity Scheduling

CloudTalk

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Acuity Scheduling and CloudTalk

Create a New Scenario to Connect Acuity Scheduling and CloudTalk

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Acuity Scheduling, triggered by another scenario, or executed manually (for testing purposes). In most cases, Acuity Scheduling or CloudTalk will be your first step. To do this, click "Choose an app," find Acuity Scheduling or CloudTalk, and select the appropriate trigger to start the scenario.

Add the Acuity Scheduling Node

Select the Acuity Scheduling node from the app selection panel on the right.

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Acuity Scheduling

Configure the Acuity Scheduling

Click on the Acuity Scheduling node to configure it. You can modify the Acuity Scheduling URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect Acuity Scheduling

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Run node once

Add the CloudTalk Node

Next, click the plus (+) icon on the Acuity Scheduling node, select CloudTalk from the list of available apps, and choose the action you need from the list of nodes within CloudTalk.

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CloudTalk

Authenticate CloudTalk

Now, click the CloudTalk node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your CloudTalk settings. Authentication allows you to use CloudTalk through Latenode.

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Configure the Acuity Scheduling and CloudTalk Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Run node once

Set Up the Acuity Scheduling and CloudTalk Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring Acuity Scheduling, CloudTalk, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking “Run once” and triggering an event to check if the Acuity Scheduling and CloudTalk integration works as expected. Depending on your setup, data should flow between Acuity Scheduling and CloudTalk (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Acuity Scheduling and CloudTalk

Acuity Scheduling + CloudTalk + Slack: When a new appointment is created in Acuity Scheduling, if there's a new call in CloudTalk with the same client's information within a specified timeframe, but the call is missed, send a Slack notification to a designated channel to investigate the no-show.

CloudTalk + Acuity Scheduling + HubSpot: When a new call is logged in CloudTalk, search for a contact in HubSpot using the caller's information. If the contact doesn't exist (new lead), create the contact in HubSpot and schedule a follow-up appointment in Acuity Scheduling.

Acuity Scheduling and CloudTalk integration alternatives

About Acuity Scheduling

Automate appointment scheduling with Acuity inside Latenode. Sync appointments to calendars, send reminders, and update CRMs automatically. Ditch manual data entry and build custom workflows using Latenode’s visual editor and API-first design. Scale your scheduling processes without code or per-step pricing limits.

About CloudTalk

Automate CloudTalk call and SMS data within Latenode. Trigger workflows on new calls, messages, or agent status changes. Update CRMs, send alerts, or generate reports automatically. Use Latenode's visual editor and data transformation tools to customize call center automations without complex coding, and scale your workflows efficiently.

See how Latenode works

FAQ Acuity Scheduling and CloudTalk

How can I connect my Acuity Scheduling account to CloudTalk using Latenode?

To connect your Acuity Scheduling account to CloudTalk on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Acuity Scheduling and click on "Connect".
  • Authenticate your Acuity Scheduling and CloudTalk accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically call clients after they book an appointment?

Yes, you can! Latenode's visual builder makes it easy to trigger a CloudTalk call when a new appointment is scheduled in Acuity Scheduling, ensuring timely and personalized communication.

What types of tasks can I perform by integrating Acuity Scheduling with CloudTalk?

Integrating Acuity Scheduling with CloudTalk allows you to perform various tasks, including:

  • Automatically calling clients 15 minutes before their appointments.
  • Sending SMS reminders via CloudTalk upon new Acuity Scheduling bookings.
  • Updating CloudTalk contact details when appointments are rescheduled.
  • Creating CloudTalk call tasks based on Acuity Scheduling appointment types.
  • Logging Acuity Scheduling appointment outcomes as notes in CloudTalk.

Can I use JavaScript with Acuity Scheduling data on Latenode?

Yes! Latenode allows you to use JavaScript to transform and enrich Acuity Scheduling data before sending it to CloudTalk for advanced call routing.

Are there any limitations to the Acuity Scheduling and CloudTalk integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex custom logic may require JavaScript knowledge.
  • High call volumes might require optimization for optimal performance.
  • Some advanced CloudTalk features require a specific CloudTalk subscription.

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