Create customer profiles after signed agreements
Once a contract is fully signed in SignerX.com, automatically create or update the client's profile in Acuity Scheduling to keep record details up to date.
See all SignerX.com + Acuity Scheduling integrations or talk to a human
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
SignerX.com Explore SignerX.com →
TriggersFires when a document is sent for signature in SignerX.com.
Fires when all parties have signed a document in SignerX.com.
Fires when a signer declines to sign in SignerX.com.
Fires when a pending envelope in SignerX.com is voided.
Sends a document out for signature via SignerX.com.
Voids a pending envelope in SignerX.com.
Checks a document's signing status in SignerX.com.
Creates a reusable signing template in SignerX.com.
Acuity Scheduling Explore Acuity Scheduling →
TriggersFires when a new booking or appointment is made in Acuity Scheduling.
Fires when a booking in Acuity Scheduling is changed or canceled.
Fires when a new customer books for the first time in Acuity Scheduling.
Creates a new booking or appointment in Acuity Scheduling.
Cancels or moves a booking in Acuity Scheduling.
Creates or updates a customer record in Acuity Scheduling.
Adds a booking from Acuity Scheduling to a connected calendar.
More SignerX.com + Acuity Scheduling workflows
Send a signature request upon new booking
When a client schedules an appointment in Acuity Scheduling, automatically send them the required agreement for signature via SignerX.com.
See details
Cancel appointments when agreement signatures are declined
If a signee declines an envelope in SignerX.com, automatically cancel the corresponding consultation booking in Acuity Scheduling.
See details
See all SignerX.com + Acuity Scheduling integrations → · Browse the full workflow library →
Common questions
Can Knit build “Create customer profiles after signed agreements” between SignerX.com and Acuity Scheduling?
Yes — describe it in the box above and Knit's Integrations Agent researches SignerX.com and Acuity Scheduling's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting SignerX.com with Acuity Scheduling improve the client onboarding process?
It eliminates manual document preparation by sending agreement templates in SignerX.com immediately after a client books an appointment through Acuity Scheduling.
Can scheduled meetings be adjusted if an agreement in SignerX.com is declined or voided?
Yes, you can set up automation so that when an envelope is declined in SignerX.com, the corresponding appointment in Acuity Scheduling is automatically updated or canceled.