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Start with a template that brings Acuity Scheduling and Docusign together. Build enterprise-grade automation in minutes.

Our most popular template

Create DocuSign signature requests for new Acuity Scheduling appointments
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Acuity Scheduling + Docusign
Initiate signature requests in DocuSign when new appointments start in Acuity Scheduling
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Acuity Scheduling + Docusign
Create DocuSign signature requests for new Acuity Scheduling appointments
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Acuity Scheduling + Docusign
Send envelopes using templates in DocuSign for new appointments in Acuity Scheduling
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Acuity Scheduling + Docusign
Create signature requests in Docusign for new appointments in Acuity Scheduling
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Acuity Scheduling + Docusign
Send envelopes using templates in Docusign for new appointments in Acuity Scheduling
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Acuity Scheduling + Docusign

Create DocuSign signature requests for new Acuity Scheduling appointments

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Acuity Scheduling + Docusign

Initiate signature requests in DocuSign when new appointments start in Acuity Scheduling

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Acuity Scheduling + Docusign

Create DocuSign signature requests for new Acuity Scheduling appointments

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Acuity Scheduling + Docusign

Send envelopes using templates in DocuSign for new appointments in Acuity Scheduling

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Acuity Scheduling + Docusign

Create signature requests in Docusign for new appointments in Acuity Scheduling

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Acuity Scheduling + Docusign

Send envelopes using templates in Docusign for new appointments in Acuity Scheduling

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Acuity Scheduling + Docusign

Create signature requests in Docusign for new product orders in Acuity Scheduling
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Acuity Scheduling + Docusign
Generate Docusign signature requests for new Acuity Scheduling appointments
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Acuity Scheduling + Docusign

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Appointment Start" from Acuity Scheduling.

Add your action

An action happens after the trigger—such as "Add Document to Workspace (For IAM Plans)" in Docusign.

You’re connected!

Zapier seamlessly connects Acuity Scheduling and Docusign, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- 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
Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Trigger
Instant
Try It

- Events to Monitor
  Required
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
New Navigator Agreement (For IAM Plans)
Triggers when a new Navigator agreement is created. Only available for Docusign IAM Plans.
Trigger
Polling
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Maestro Workflow Completed (For IAM Plans)
Triggers when a Maestro workflow completes. Only available for Docusign IAM Plans.
Trigger
Instant
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Maestro Workflow Started (For IAM Plans)
Triggers when a Maestro workflow starts. Only available for Docusign IAM Plans.
Trigger
Instant
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Identity Verification Pending
Triggers when a signer completed the identity verification process for an eIDAS-compliant Qualified Electronic Signature (QES), but the result is still pending.
Trigger
Instant
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New Folder
Triggers when a new folder is created.
Trigger
Polling
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New User Added to Workspace (For IAM Plans)
Triggers when a new user is added to a workspace. Only available for Docusign IAM Plans.
Trigger
Polling
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
SMS Opt-Out
Triggers when a recipient opted out of receiving SMS notifications for an envelope.
Trigger
Instant
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Template Deleted
Triggers when a template is deleted.
Trigger
Instant
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Workspace Documents (For IAM Plans)
Fetches documents from a workspace for selection. Only available for Docusign IAM Plans.
Trigger
Polling
Try It
- Bulk List ID
  Required
- Role Name
  Required
- Name
  Required
- Email
  Required
Action
Write
- Bulk List ID
  Required
- Template
  Required
Action
Write
- Template
  Required
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write
- Template Name
  Required
- Description
- Email Subject
- Email Message
- Document
- Document Name
- Recipient Type
- Delivery Method
- Email
- Phone Number
- Name
- Role Name
Action
Write
Delete Document From Workspace (For IAM Plans)
Removes a document from a workspace permanently. Only available for Docusign IAM Plans.
Action
Write
- Brand ID
- Email Subject
- Email Body
Action
Write
- Envelope ID
  Required
Action
Write
- Template ID
  Required
Action
Write
Find Documents in Workspace (For IAM Plans)
Lists and searches documents within a specific workspace. Only available for Docusign IAM Plans.
Action
Write
Pause Maestro Workflow Instance (For IAM Plans)
Pauses a running workflow instance. Only available for Docusign IAM Plans.
Action
Write
Trigger Maestro Workflow (For IAM Plans)
Triggers a Maestro workflow. Only available for Docusign IAM Plans.
Action
Write
List Users in Workspace (For IAM Plans)
Lists all users in a workspace with their roles and permissions. Only available for Docusign IAM Plans.
Action
Write
Restore Workspace User Access (For IAM Plans)
Restores a user's access to a workspace by re-adding them. Only available for Docusign IAM Plans.
Action
Write
- Template
  Required
- Render Template Tabs
  Required
- Email Subject
- Email Blurb
Action
Write
- Template ID
  Required
- Template Name
  Required
- Description
- Email Subject
  Required
- Email Message
- Document
  Required
- Document Name
- Recipient Type
- Delivery Method
- Email
- Phone Number
- Name
- Role Name
Action
Write
- Envelope ID
  Required
- Void Reason
  Required
Action
Write
Find Maestro Workflow (For IAM Plans)
Finds Maestro workflows that match the search criteria. Only available for Docusign IAM Plans.
Action
Search
Find Maestro Workflow Instance (For IAM Plans)
Finds Maestro workflow instances for a specific workflow. Only available for Docusign IAM Plans.
Action
Search

- 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
Click Declined
Triggers when a recipient declined a clickwrap agreement.
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
Updated Navigator Agreement (For IAM Plans)
Triggers when an existing Navigator agreement is updated. Only available for Docusign IAM Plans.
Trigger
Polling
Try It
Maestro Workflow Failed (For IAM Plans)
Triggers when a Maestro workflow fails. Only available for Docusign IAM Plans.
Trigger
Instant
Try It
Identity Verification Completed
Triggers when a decision has been made regarding the signer's identity verification check for an eIDAS-compliant Qualified Electronic Signature (QES) and they have been notified. If the signer's identity verification check resulted in a failure, the event message includes the specific error codes indicating why it was unsuccessful.
Trigger
Instant
Try It
- Polling Interval
- Warning_text
- Status
- Return only envelopes I created?
- Add certificate of completion?
- Include documents?
- Include recipients?
- Include custom fields?
- Download form data?
Trigger
Polling
Try It
New Workspace (For IAM Plans)
Triggers when a new workspace is created. Only available for Docusign IAM Plans.
Trigger
Polling
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
SMS Opt-In
Triggers when a recipient opted in to receiving SMS notifications for an envelope.
Trigger
Instant
Try It
Template Created
Triggers when a template is created.
Trigger
Instant
Try It
Template Modified
Triggers when a template is modified.
Trigger
Instant
Try It
Add Document to Workspace (For IAM Plans)
Uploads and adds a document to a workspace for organization and collaboration. Only available for Docusign IAM Plans.
Action
Write
Add User to Workspace (For IAM Plans)
Adds a user to a workspace with specified permissions. Only available for Docusign IAM Plans.
Action
Write
- List Name
  Required
- Role Name
  Required
- Name
  Required
- Email
  Required
Action
Write
Create Envelope From Workspace (For IAM Plans)
Creates an envelope associated with the workspace. Envelope recipients will automatically be granted Participate access to the workspace. Only available for Docusign IAM Plans.
Action
Write
Create Workspace (For IAM Plans)
Creates a new workspace for organizing documents, participants, and agreement workflows. Only available for Docusign IAM Plans.
Action
Write
- Envelope ID
  Required
- Document ID
  Required
Action
Write
- Template ID
- Brand ID
- Email Subject
- Email Body
Action
Write
- Template Name
  Required
Action
Write
Find Workspaces (For IAM Plans)
Searches for workspaces by name. Only available for Docusign IAM Plans.
Action
Write
Cancel Maestro Workflow Instance (For IAM Plans)
Cancels a running workflow instance. Only available for Docusign IAM Plans.
Action
Write
Resume Maestro Workflow Instance (For IAM Plans)
Resumes a paused workflow instance. Only available for Docusign IAM Plans.
Action
Write
List Envelopes in Workspace (For IAM Plans)
Lists all envelopes created from a workspace. Only available for Docusign IAM Plans.
Action
Write
- Webform
  Required
- Link Type
  Required
Action
Write
Revoke Workspace User Access (For IAM Plans)
Removes a user's access to a workspace. Only available for Docusign IAM Plans.
Action
Write
- Bulk List ID
  Required
- Template
  Required
Action
Write
Update Workspace User (For IAM Plans)
Updates a user's role or status in a workspace. Only available for Docusign IAM Plans.
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Find Navigator Agreement (For IAM Plans)
Finds Navigator agreements that match the search criteria. Only available for Docusign IAM Plans.
Action
Search

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Practical ways you can use Acuity Scheduling and Docusign

Send contracts to new clients.

When a new appointment is scheduled in Acuity Scheduling, trigger a contract template to be sent to the client via Docusign. This automation saves time and ensures clients receive necessary documents without delay, reducing manual follow-up.

Business Owner

Try it

Block scheduling conflicts with signed compliance forms.

When a compliance form is signed via Docusign, automatically block off time on the relevant Acuity Scheduling calendar. This streamlines coordination and ensures IT compliance requirements are met seamlessly.

Try it

Notify the marketing team once contracts are signed.

When a document is signed via Docusign, automatically send a notification to a designated marketing channel in Slack. This helps the team stay updated on signed agreements, enabling faster onboarding and campaign alignment.

Marketing & Marketing Ops

Try it

Learn how to automate Acuity Scheduling on the Zapier blog

Learn how to automate Docusign on the Zapier blog

Make work flow with AI

Level up your Acuity Scheduling to Docusign integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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

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Appointlet

Scheduling & Booking

Setmore Appointments

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Scheduling & Booking

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.

HelpHelp

Related categories

Signatures

Similar apps

Dropbox Sign

Signatures

SignNow

Signatures

RightSignature

Signatures

Connect Acuity Scheduling to Docusign on the world's largest no-code automation platform

Explore Acuity Scheduling + Docusign Integrations

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Connect Acuity Scheduling and Docusign to power AI-driven automation

Launch your first automated workflow

Create DocuSign signature requests for new Acuity Scheduling appointments

Initiate signature requests in DocuSign when new appointments start in Acuity Scheduling

Create DocuSign signature requests for new Acuity Scheduling appointments

Send envelopes using templates in DocuSign for new appointments in Acuity Scheduling

Create signature requests in Docusign for new appointments in Acuity Scheduling

Send envelopes using templates in Docusign for new appointments in Acuity Scheduling

Create DocuSign signature requests for new Acuity Scheduling appointments

Initiate signature requests in DocuSign when new appointments start in Acuity Scheduling

Create DocuSign signature requests for new Acuity Scheduling appointments

Send envelopes using templates in DocuSign for new appointments in Acuity Scheduling

Create signature requests in Docusign for new appointments in Acuity Scheduling

Send envelopes using templates in Docusign for new appointments in Acuity Scheduling

Create signature requests in Docusign for new product orders in Acuity Scheduling

Generate Docusign signature requests for new Acuity Scheduling appointments

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Acuity Scheduling and Docusign

Send contracts to new clients.

Block scheduling conflicts with signed compliance forms.

Notify the marketing team once contracts are signed.

Learn how to automate Acuity Scheduling on the Zapier blog

7 ways to integrate Acuity Scheduling with your other apps

Learn how to automate Docusign on the Zapier blog

5 ways to automate DocuSign with Zapier

Make work flow with AI

Connect Acuity Scheduling to Docusign on the world's largest no-code automation platform

Explore Acuity Scheduling + Docusign Integrations

Explore Acuity Scheduling + Docusign Integrations