Acuity Scheduling + ShareFile

Acuity Scheduling + ShareFile integrations

Organize new Acuity Scheduling appointments by creating folders in ShareFile

Enhance your workflow efficiency and document organization with this integration. Each new appointment in Acuity Scheduling now prompts the creation of a brand-new folder in ShareFile, ensuring every document related to each appointment is neatly segregated and easy to find. Say goodbye to manual tasks and experience increased productivity with this streamlined process.

When this happens...
New AppointmentTriggers when a new appointment is scheduled.
TriggerInstant
automatically do this!
Create FolderCreates a folder in the chosen folder. If home is chosen will create a folder in the home directory.
ActionWrite

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More things you can do with Acuity Scheduling and ShareFile

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

- 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
New Client
Triggers when a new client is created.
Trigger
Polling
Try It

- Folder
  Required
- Description
  Required
- Note Name
  Required
Action
Write
- Parent Folder
  Required
- Name
  Required
- Description
Action
Write
- Folder
  Required
- File
  Required
Action
Write

- 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
- Folder
  Required
Trigger
Polling
Try It
- Folder
  Required
- URL Name
  Required
- Url
  Required
- Description
Action
Write
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Company
- Password
  Required
- Can Reset Password
  Required
- Can View Settings
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
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.

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Related categories

Scheduling & Booking

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About ShareFile

Securely send, store, and share files – plus discover document workflows designed to improve your client experience.

HelpHelp

Related categories

Content & Files