Integrating Appointments and Calendars

• Connect your Ontraport account to the integrator tool Zapier.
• Create two custom fields to use in your integration: “Acuity Appt Date” — a date field and “Acuity Appt Time” — a text field. These are the fields that you use to update an Ontraport Contact in Zapier with the contact’s appointment information from Acuity.
• Connect Acuity Scheduling with Zapier.
• Use a pre-built template for New Appointments and Canceled Events. Or create your own Zap. In Zapier, choose which zaps you want to use to connect Ontraport to Acuity Scheduling. To create your zap integration, go to Zapier’s Ontraport + Acuity Scheduling integration page, and click “Connect” next to the zap.
  1. If you choose to set up your own Zap, you will need date formatter actions to pass your dates and times properly. When creating your Zap, the “Create or Update Contact” step needs to update “Acuity Appt Date” and “Acuity Appt Time” from the date formatter steps, and not from the Step 1 trigger.  

For assistance integrating Acuity Scheduling with your Ontraport account, visit the Acuity Scheduling help center.

Using the Acuity Date Field:

When your Acuity Date field is updated via your Zap, you can trigger automation in Ontraport. A common use case is sending notifications for appointments:

1. Create an Ontraport Email or Raw HTML Email and add the merge field for “Acuity Appt Date” and “Acuity Appt Time.” This will allow you to send appointment reminders to your contacts or booking notifications to your team.

For example, a useful notification could contain the contact’s name, email, a link to their record in your account, and the booked appointment date and time.

Create a notification Campaign:

Add a trigger for “field is updated” and select “Acuity Appt Date.” When the Zap fires, information will be added to your contact’s record and simultaneously trigger a notification email and/or SMS message to be sent to a user in your account.

Set up a reminder campaign:

Add a trigger for “field is updated” and select “Acuity Appt Date.” Add a wait under your trigger —  you can set your waits on your campaign to be relative to your Acuity date field. For this example, the reminder is sent out the day before the appointment; however, you can customize your campaign by simply editing your wait.

Embed Acuity Scheduling calendar on your Ontraport pages:

Collect your calendar’s embed code and add the code to a custom HTML element to an Ontraport page.

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• Connect your Ontraport account to the integrator tool Zapier.
• Create two custom fields to use in your integration: “Calendly Appt Date” — a date field and “Calendly Appt Time” — a text field. These are the fields that you use to update an Ontraport contact in Zapier with the contact’s appointment information from Calendly.
• Connect your Calendly account to Zapier.
• Use a prebuilt template to add Invitee Created and Invitee Canceled. Or create your own Zap. In Zapier, choose which zaps you want to use to connect Ontraport to Calendly. To create your zap integration, go to Zapier’s Ontraport + Calendly integration page and click “Connect” next to the zap.
  1. If you choose to set up your own Zap, you will need date formatter actions to pass your dates and times properly. When creating your Zap, the “Create or Update Contact” step needs to update “Calendly Appt Date” and “Calendly Appt Time” from the date formatter steps, not from the Step 1 trigger.

For assistance integrating Calendly with your Ontraport account, visit Zapier’s support page to submit a ticket or email Calendly’s support team at hello@calendly.com.

Using the Calendly Date Field:

When your Calendly Date field is updated via your Zap, you can trigger automation in Ontraport. A common use case is sending notifications for appointments:

1. Create an Ontraport Email or Raw HTML Email and add the merge field for “Calendly Appt Date” and “Calendly Appt Time.” This will allow you to send appointment reminders to your contacts or booking notifications to your team.
   
   For example, a useful notification could contain the contacts’ name, email, a link to their record in your account, and the booked appointment date and time.
   

Create a notification Campaign:

Add a trigger for “field is updated” and select “Calendly Appt Date.” When the Zap fires, information will be added to your contact’s record and simultaneously trigger a notification email and/or SMS message to be sent to a user in your account.

To set up a reminder campaign:

Add a trigger for “field is updated” and select “Calendly Appt Date,” and add a wait under your trigger —  you can set your waits on your campaign to be relative to your Calendly date field. For this example, the reminder is sent out the day before the appointment. However, you can customize your campaign by simply editing your wait.

To embed your Calendly calendar on an Ontraport Page:

Collect your Calendly embed code then add the code to a custom HTML element on an Ontraport page to allow contacts to book appointments directly from your landing pages.

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• Connect your Ontraport account to the integrator tool Zapier.
• Connect your Gmail account to Zapier.
• Use a prebuilt template to add new inbound Gmail emails as contacts in Ontraport. Or create your own Zap. In Zapier, choose which zaps you want to use to connect Ontraport to Gmail. To create your zap integration, go to Zapier’s Ontraport + Gmail integration page and click “Connect” next to the zap.

For assistance integrating Gmail with your Ontraport account, visit Zapier’s support page to submit a ticket.

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• Connect your Ontraport account to the integrator tool Zapier.
• Create two custom fields to use in your integration: “ScheduleOnce Appt Date” — a date field and “ScheduleOnce Appt Time” — a text field. These are the fields where Zapier will place your contact’s appointment information from ScheduleOnce.
• Connect ScheduleOnce to Zapier.
• Use a prebuilt template for New Appointments, Rescheduled Appointments, and Canceled Appointments. Or create your own Zap. In Zapier, choose what zaps you want to use to connect Ontraport with ScheduleOnce. For example, you can use a zap to add new ScheduleOnce bookings to Ontraport. To create your zap integration, go to Zapier’s Ontraport + ScheduleOnce integration page and click “Connect” next to the zap.
  1. If you choose to set up your own Zap, you will need date formatter actions to pass your dates and times properly. When creating your Zap, the “Create or Update Contact” step needs to update “ScheduleOnce Appt Date” and “ScheduleOnce Appt Time” from the date formatter steps, not from the Step 1 trigger.

For assistance integrating ScheduleOnce with your Ontraport account, visit Zapier’s support page to submit a ticket or email ScheduleOnce’s support team at contact@scheduleonce.com.

Using the ScheduleOnce Date Field:

When your ScheduleOnce Date field is updated via your Zap, you can trigger automation in Ontraport. A common use case is sending notifications for appointments:

Create an Ontraport Email or Raw HTML Email and add the merge field for “ScheduleOnce Appt Date” and “ScheduleOnce Appt Time.” This will allow you to send appointment reminders to your contacts or booking notifications to your team.

For example, a useful notification could contain the contact’s name, email, a link to their record in your account, and the booked appointment date and time.

Create a notification Campaign:

Add a trigger for “field is updated” and select “ScheduleOnce Appt Date.” When the zap fires, information will be added to your contact’s record, and simultaneously trigger a notification email and/or SMS message to be sent to a user in your account.

To set up a reminder campaign:

Add a trigger for “field is updated” and select “ScheduleOnce Appt Date.” Add a wait under your trigger — you can set your waits on your campaign to be relative to your ScheduleOnce date field. For this example, the reminder is sent out the day before the appointment; however, you can customize your campaign by simply editing your wait.

To embed your ScheduleOnce calendar on an Ontraport Page:

Collect your embed code and add it to a custom HTML block on your landing page. This will allow your contacts to schedule appointments directly from your landing pages.

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• Follow these steps to obtain an Ontraport API key and app ID.
• Connect Ontraport with the integrator tool Fuzed by following the steps in this video.
• Log in to your Fuzed account and click New Fuze. Set Google Calendar as the trigger service, and choose the Google Calendar you want to link.
• Select the trigger action Add Description Guest.
• Set your parameter. We recommend selecting “Contains” then, under “Set event title criteria,” type in a keyword that corresponds with your TimeTrade calendar. For example, if your TimeTrade calendar is called “VIP Calls,” your event title criteria might be “VIP.” This criteria tells Fuzed where to pull the data from.
• Select your action service as “Ontraport,” and select the action to perform — either add tag to contact or add info to fields.
• Click Create Fuze. Now, your new contacts’ information will be added to your Ontraport database every time a contact comes through TimeTrade calendar.

For assistance integrating TimeTrade with your Ontraport account, visit the Fuzed support page or email Fuzed support.keyboard_arrow_downkeyboard_arrow_up

Integrations Overview >

Know of any appointment or calendar tools that integrate with Ontraport that aren’t listed here? Please email pr@ontraport.com to let us know.keyboard_arrow_downkeyboard_arrow_up