Acuity Scheduling + BoldSign

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.

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.

  1. When this happens...
    Acuity SchedulingAcuity Scheduling
    New Appointment

    Triggers when a new appointment is scheduled.

    TriggerInstant
  2. automatically do this!
    BoldSignBoldSign
    Send Document From Template

    Create and send a document out for signature based on a BoldSign template.

    ActionWrite
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Supported triggers and actions

    • Calendar

    • Appointment Type

    Trigger
    Instant
    Try It
    • Calendar

    • Appointment Type

    Trigger
    Instant
    Try It
    • CouponRequired

    • Certificate Code

    Action
    Write
    • CalendarRequired

    • Start Date and TimeRequired

    • End Date and TimeRequired

    • Notes

    Action
    Write
acuity-scheduling logo
acuity-scheduling logo

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.

Related categories

  • Scheduling & Booking

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boldsign logo
boldsign logo

About BoldSign

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

Related categories

  • Signatures