Acuity Scheduling + BoldSign

Acuity Scheduling + BoldSign integrations

Send documents from template in BoldSign when new appointments occur in Acuity Scheduling

Streamline your scheduling and document management process with this workflow. When a new appointment is made in Acuity Scheduling, it prompts BoldSign to send a document from a predefined template. This seamless integration enhances efficiency, enabling focus on tasks that demand your personal attention. Manage appointments and paperwork flawlessly with this automation.

When this happens...
New AppointmentTriggers when a new appointment is scheduled.
TriggerInstant
automatically do this!
Send Document From TemplateCreate and send a document out for signature based on a BoldSign template.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Acuity Scheduling and BoldSign

Discover other triggers and actions you can use with Acuity Scheduling and BoldSign

- Time Before (Unit)
- Appointment Type
- Calendar
- Time Before
  Required
Trigger
Polling
Try It
- Calendar
- Appointment Type
Trigger
Instant
Try It
New Product Order
Triggers when a new order is completed.
Trigger
Instant
Try It
- Package
  Required
- Certificate Code
- Email Address
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- Appointment ID
  Required
Action
Search
- Admin Mode
Trigger
Instant
Try It

- Admin Mode
Trigger
Instant
Try It

- Calendar
- Appointment Type
Trigger
Instant
Try It
- Calendar
- Appointment Type
Trigger
Instant
Try It
- Coupon
  Required
- Certificate Code
Action
Write
- Calendar
  Required
- Start Date and Time
  Required
- End Date and Time
  Required
- Notes
Action
Write
Add or Update Client
This action updates a client's information in Acuity Scheduling. If the client does not exist, it creates a new client.
Action
Write
- First Name
- Last Name
- E-Mail
Action
Search
- Admin Mode
Trigger
Instant
Try It
- Choose Template
  Required
- Sandbox Mode
  Required
Action
Write

About Acuity Scheduling

Easy online appointment scheduling software. Save time by having clients book appointments, complete custom intake forms, and pay in advance 24/7 anywhere in the world.

HelpHelp

Related categories

Scheduling & Booking

Similar apps

Appointlet

Scheduling & Booking

Setmore Appointments

Scheduling & Booking

SuperSaaS

Scheduling & Booking

About BoldSign

BoldSign is an electronic signature solution that lets you collect legally binding eSignatures online from any device.

Learn moreLearn moreHelpHelp

Related categories

Signatures