DocuSign logo + Acuity Scheduling logo

Automate DocuSign & Acuity Scheduling

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

Custom API Integration
Secure Data Transfer
Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["DocuSign"]
        T1(["Brand Created"])
    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 ["Acuity Scheduling"] A1(["Add Blocked Off Time"]) 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 Docusign and Acuity Scheduling operate independently, the sales team often faces delays in the onboarding process. For instance, when a client signs a contract via Docusign, the corresponding appointment in Acuity Scheduling must be manually created, leading to potential errors such as incorrect client names or appointment times. This manual entry consumes valuable time for the sales team, who could be focusing on closing more deals instead of double-checking and inputting data.

Top Ways to Automate DocuSign & Acuity Scheduling

  • Automated Document Generation: Instantly generate and send contracts through DocuSign when a client books an appointment via Acuity Scheduling, ensuring that all necessary documentation is prepared and dispatched without delay.
  • Real-Time Status Updates: Receive immediate notifications in Acuity when a document is signed in DocuSign, allowing for prompt follow-up and reducing the chances of miscommunication.
  • Centralized Client Management: Sync client information between DocuSign and Acuity Scheduling, eliminating duplicate entries and ensuring that all data is accurate and up-to-date across both platforms.

How to Build the DocuSign → Acuity Scheduling Sync

  1. Set up a webhook in Docusign to listen for the 'EnvelopeSigned' event. This will trigger when a document is signed.
  2. Configure the webhook to send a payload that includes the client's email and the signed document details to your integration endpoint.
  3. In your integration code, extract the client's email from the webhook payload: { 'email': payload.recipientEmail }.
  4. Use the Acuity Scheduling REST API to create a new appointment. Make a POST request to https://acuityscheduling.com/api/v1/appointments.
  5. In the POST request, include the extracted email and any other necessary appointment details in the body: { 'email': extractedEmail, 'date': '2023-10-01', 'time': '10:00', 'duration': 60 }.
  6. Test the integration by signing a document in Docusign and verifying that the appointment is created in Acuity Scheduling.

Developer Warnings & API Gotchas

  • Ensure that the email formats match between Docusign and Acuity Scheduling; discrepancies can lead to failed appointment creations.
  • Be mindful of time zone differences when scheduling appointments; Acuity Scheduling requires the date and time in UTC.
  • Check the payload size limits for the Docusign webhook; if the document is too large, it may not send all necessary data for the appointment creation.

Supported API Operations

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

  • When this happens in DocuSign... Brand Created
    Do this in Acuity Scheduling Add Blocked Off Time
  • When this happens in DocuSign... Click Agreed
    Do this in Acuity Scheduling Add Coupon Code
  • When this happens in DocuSign... Click Declined
    Do this in Acuity Scheduling Add Package Code
  • When this happens in DocuSign... Envelope Completed
    Do this in Acuity Scheduling Add or Update Client

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