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.

When this happens...
New Appointment
Triggers when a new appointment is scheduled.
TriggerInstant
automatically do this!
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

- 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
- Admin Mode
Trigger
Instant
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- Admin Mode
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
- Admin Mode
Trigger
Instant
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- Choose TemplateRequired
- Sandbox ModeRequired
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.