Topics started by Joshua Lolling | XM Community

Topics started by Joshua Lolling

1 Topic

J
Joshua Lolling
asked in Survey Platform (Before March 2021)

Acuity Scheduling and Qualtrics Directory Setup

I am trying to set up an integration with Zapier to Connect my Acuity Scheduling and Qualtrics Accounts. I want to use Qualtrics to send out. evaluation emails to my clients and I need a way to track how many appointments a client has had in the Qualtrics Email Directory. This would allow me to send emails to clients with a trigger when they have their first appointment, 10th appointment, etc. In the Zapier Integration, I see that I can add many embedded data fields to my zap, but for some reason, I can't add how many appointments a client has had. I know that I can view a client's appointment history in Acuity Scheduling, so I know that data is tracked, I just need a way to export that data easily. I there anyone that's done something similar or worked with these integrations? I've spent a little time looking at the Acuity API and don't see an easy way to export the number of appointments a client has had. Could this be why I am hitting this bottleneck? I would love to developed some

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LaurenK
Qualtrics Employee
3 years ago

Productivity playlist

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