Acuity Scheduling Docketwise

Send intake questionnaires when appointments are scheduled

When a new customer books in Acuity Scheduling, add them as a respondent in Docketwise so they receive a pre-meeting survey.

Try:

See all Acuity Scheduling + Docketwise integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Acuity Scheduling Explore Acuity Scheduling →

Triggers
New booking made

Fires when a new booking or appointment is made in Acuity Scheduling.

Booking rescheduled or canceled

Fires when a booking in Acuity Scheduling is changed or canceled.

New customer

Fires when a new customer books for the first time in Acuity Scheduling.

Actions
Create a booking

Creates a new booking or appointment in Acuity Scheduling.

Cancel or reschedule a booking

Cancels or moves a booking in Acuity Scheduling.

Create or update a customer

Creates or updates a customer record in Acuity Scheduling.

Add the booking to a calendar

Adds a booking from Acuity Scheduling to a connected calendar.

Docketwise Explore Docketwise →

Triggers
New form response

Fires when a form is submitted in Docketwise.

Survey completed

Fires when a respondent finishes a survey in Docketwise.

Response updated

Fires when an existing response is edited in Docketwise.

Actions
Create or update form

Creates or updates a form or survey in Docketwise.

Retrieve a response

Looks up a specific form response in Docketwise.

Add a respondent

Adds a respondent or contact to a form in Docketwise.

Schedule appointments directly from intake form submissions When a user submits a qualifying response in Docketwise, automatically create a booking in Acuity Scheduling with their submitted contact details. See details
Update client records when survey responses change When a client updates their survey details in Docketwise, update their customer record in Acuity Scheduling so hosts have current information. See details

See all Acuity Scheduling + Docketwise integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Send intake questionnaires when appointments are scheduled” between Acuity Scheduling and Docketwise?

Yes — describe it in the box above and Knit's Integrations Agent researches Acuity Scheduling and Docketwise's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does linking Docketwise and Acuity Scheduling streamline appointment booking?

When clients complete intake surveys in Docketwise, their details are passed into Acuity Scheduling to automatically create appointment bookings.

Can new bookings in Acuity Scheduling send intake forms in Docketwise?

Yes, booking a new meeting in Acuity Scheduling can add the client as a respondent in Docketwise so intake forms go out ahead of time.

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