Acuity Scheduling + SignWell

Start new SignWell documents from templates when Acuity Scheduling appointments begin

Streamline your workflow with this Acuity Scheduling to SignWell integration. As soon as a new booking is received in Acuity Scheduling, a document from your preferred template is promptly created in SignWell. This automated process simplifies scheduling and document creation, allowing for efficient management of appointments and related paperwork.

When this happens...
Appointment Start
Triggers a specified time before an appointment starts.
TriggerPolling
automatically do this!
Create Document From Template
Creates a document from a template and sends the document. This action uses API requests. Limits apply if not using an API plan.
ActionWrite

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Supported triggers and actions

- Time Before (Unit)
- Appointment Type
- Calendar
- Time BeforeRequired
Trigger
Polling
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- Calendar
- Appointment Type
Trigger
Instant
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New Product Order
Triggers when a new order is completed.
Trigger
Instant
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- PackageRequired
- Certificate Code
- Email Address
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

- Appointment IDRequired
Action
Search
- Template
- Response Format
Trigger
Instant
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- Template
- Response Format
Trigger
Instant
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- Calendar
- Appointment Type
Trigger
Instant
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- Calendar
- Appointment Type
Trigger
Instant
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- CouponRequired
- Certificate Code
Action
Write
- CalendarRequired
- Start Date and TimeRequired
- End Date and TimeRequired
- 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
- Template
- Response Format
Trigger
Instant
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- Document TemplateRequired
- Test Mode
- From
- CC Completed Document
- Subject
- Message
- Response Format
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.