Automate Acuity Scheduling & DocuSign

Stop paying for mismatched spreadsheets. Sync data between Acuity Scheduling and DocuSign in real-time, so you can manage your operations without the busywork.

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Custom API Integration

Secure Data Transfer

Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["Acuity Scheduling"]
        T1(["Appointment Canceled"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth}
        V -->|Fail| DLQ[Dead Letter
Queue]
        V -->|Pass| Map[Data Mapping
& Transformation]
        Map --> Retry[Rate Limiting
& Retries]
    end
    
    subgraph Target ["DocuSign"]
        A1(["Add Document to Workspace For IAM Plans"])
    end

    T1 -->|JSON Payload| W
    Retry -->|Authenticated API POST| A1

    style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px
    style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff
    style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff
    style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff

When Acuity Scheduling and DocuSign operate independently, appointment details can become fragmented. For instance, when a client books a session, the appointment information, including date, time, and client email, is not automatically transferred to DocuSign. This results in the operations team manually entering client details into DocuSign for eSignature, leading to errors such as incorrect appointment times or missing client emails. The administrative staff spends valuable time on this repetitive task, which could be better utilized on client engagement.

Top Ways to Automate Acuity Scheduling & DocuSign

Automated Appointment Confirmation: Instantly send DocuSign contracts to clients upon scheduling an appointment in Acuity, ensuring they receive necessary documentation without delay.
Real-Time Document Status Updates: Automatically update your Acuity Scheduling calendar with the status of DocuSign documents, allowing for seamless tracking of client agreements and reducing follow-up time.
Streamlined Client Onboarding: Create a fully automated onboarding process where clients can schedule appointments and sign necessary documents in one smooth workflow, enhancing their experience and accelerating your sales cycle.

How to Build the Acuity Scheduling → DocuSign Sync

In Acuity Scheduling, set up a webhook to trigger on the 'Appointment Scheduled' event. Use the endpoint https://your-webhook-url.com/acuity.
Configure the webhook to send a payload containing the appointment details: { "appointment_id": "{{appointment.id}}", "start_time": "{{appointment.start_time}}", "client_email": "{{client.email}}" }.
On your server, listen for incoming requests at the specified webhook URL and extract the necessary fields from the payload.
Using the extracted data, format a POST request to the DocuSign REST API endpoint https://api.docusign.com/restapi/v2.1/accounts/{accountId}/envelopes.
Include the following JSON payload in your POST request to create an envelope: { "emailSubject": "Please sign the document", "documents": [{ "documentBase64": "", "name": "Document.pdf", "fileExtension": "pdf", "documentId": "1" }], "recipients": { "signers": [{ "email": "{{client_email}}", "name": "Client Name", "recipientId": "1", "routingOrder": "1" }] }, "status": "sent" }.
Ensure to replace {accountId} with your actual DocuSign account ID and with the base64 encoded content of the document to be signed.

Developer Warnings & API Gotchas

Ensure the client email extracted from the Acuity payload matches the email format expected by DocuSign; discrepancies can lead to failed envelope creation.
Be cautious with the appointment time format; if Acuity sends it in UTC and DocuSign requires a different timezone, you must convert it before sending the request.
When creating the envelope in DocuSign, make sure the document ID matches the expected ID in the envelope setup; otherwise, the document may not be linked correctly.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

When this happens in Acuity Scheduling... Appointment Canceled

Do this in DocuSign Add Document to Workspace (For IAM Plans)
When this happens in Acuity Scheduling... Appointment Rescheduled

Do this in DocuSign Add User to Workspace (For IAM Plans)
When this happens in Acuity Scheduling... Appointment Start

Do this in DocuSign Add to Bulk Send List
When this happens in Acuity Scheduling... Appointment Types

Do this in DocuSign Bulk Send Envelope From Template
When this happens in Acuity Scheduling... Fetch Custom Actions

Do this in DocuSign Cancel Maestro Workflow Instance (For IAM Plans)

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I can see you're looking at mapping Acuity Scheduling to DocuSign. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?