Create customer profiles after signed agreements
Once a contract is fully signed in SignRequest, automatically create or update the client's profile in Acuity Scheduling to keep record details up to date.
See all SignRequest + 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.
SignRequest Explore SignRequest →
TriggersFires when a document is sent for signature in SignRequest.
Fires when all parties have signed a document in SignRequest.
Fires when a signer declines to sign in SignRequest.
Fires when a pending envelope in SignRequest is voided.
Sends a document out for signature via SignRequest.
Voids a pending envelope in SignRequest.
Checks a document's signing status in SignRequest.
Creates a reusable signing template in SignRequest.
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 SignRequest + 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 SignRequest.
See details
Cancel appointments when agreement signatures are declined
If a signee declines an envelope in SignRequest, automatically cancel the corresponding consultation booking in Acuity Scheduling.
See details
See all SignRequest + Acuity Scheduling integrations → · Browse the full workflow library →
Common questions
Can Knit build “Create customer profiles after signed agreements” between SignRequest and Acuity Scheduling?
Yes — describe it in the box above and Knit's Integrations Agent researches SignRequest 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 SignRequest with Acuity Scheduling improve the client onboarding process?
It eliminates manual document preparation by sending agreement templates in SignRequest immediately after a client books an appointment through Acuity Scheduling.
Can scheduled meetings be adjusted if an agreement in SignRequest is declined or voided?
Yes, you can set up automation so that when an envelope is declined in SignRequest, the corresponding appointment in Acuity Scheduling is automatically updated or canceled.