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How to connect Acuity Scheduling and Youform
Create a New Scenario to Connect Acuity Scheduling and Youform
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 Youform will be your first step. To do this, click "Choose an app," find Acuity Scheduling or Youform, 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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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.
Add the Youform Node
Next, click the plus (+) icon on the Acuity Scheduling node, select Youform from the list of available apps, and choose the action you need from the list of nodes within Youform.
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Authenticate Youform
Now, click the Youform node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Youform settings. Authentication allows you to use Youform through Latenode.
Configure the Acuity Scheduling and Youform Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Acuity Scheduling and Youform 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, Youform, 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 Youform integration works as expected. Depending on your setup, data should flow between Acuity Scheduling and Youform (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 Youform
Acuity Scheduling + Youform + Google Calendar: When a new appointment is booked in Acuity Scheduling and a corresponding form is submitted in Youform, a new event is automatically created in Google Calendar.
Youform + Acuity Scheduling + Slack: When a form is submitted in Youform and an appointment is booked in Acuity Scheduling, a notification is sent to a Slack channel with details of the new client and their appointment.
Acuity Scheduling and Youform 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.
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About Youform
Use Youform in Latenode to capture data and kick off automated processes. Create forms, then automatically trigger workflows to process submissions, update databases, and send notifications. Extend Youform with JavaScript code inside Latenode for custom validation and complex logic. Scale form-driven automation without vendor lock-in.
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FAQ Acuity Scheduling and Youform
How can I connect my Acuity Scheduling account to Youform using Latenode?
To connect your Acuity Scheduling account to Youform 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 Youform accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Youform submissions from new Acuity appointments?
Yes, you can! Latenode automates this, instantly creating Youform submissions upon new Acuity appointments. This saves manual data entry and ensures immediate follow-up for new leads or clients.
What types of tasks can I perform by integrating Acuity Scheduling with Youform?
Integrating Acuity Scheduling with Youform allows you to perform various tasks, including:
- Capture client feedback immediately after appointment scheduling.
- Create personalized thank-you notes based on form data and meeting type.
- Automatically update client profiles with appointment details and survey responses.
- Trigger follow-up actions in Youform after an Acuity Scheduling appointment.
- Send customized onboarding forms after a consultation is scheduled.
How does Latenode handle time zone differences in Acuity Scheduling?
Latenode automatically converts time zones between Acuity Scheduling and Youform, ensuring accurate and synchronized data across all connected applications.
Are there any limitations to the Acuity Scheduling and Youform integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic in Youform might require JavaScript nodes.
- Very high volumes of appointments may require optimized workflow design.
- Custom Acuity Scheduling fields might need manual mapping initially.
