Connect Acuity Scheduling and TemplateDocs to Build Intelligent Automations
Choose a Trigger
When this happens...
New Appointment
Appointment Rescheduled
Appointment Canceled
Appointment Updated
Choose an Action
Automatically do this!
- Request a new Action for TemplateDocs
Enable Integrations or automations with these events of Acuity Scheduling and TemplateDocs
Enable Integrations or automations with these events of Acuity Scheduling and TemplateDocs
Triggers
New Appointment
Triggers when a new appointment is scheduled
Appointment Rescheduled
Triggers when an existing appointment is rescheduled
Appointment Canceled
Triggers when an existing appointment is canceled
Appointment Updated
Triggers when an existing appointment updated.
Actions
Get All Calendars
Get All Calendars
Get Appointment Types
Get Appointment Types
Get Appointment Addons
Get Appointment addons
Get Clients
Get clients.
Get Labels
Get labels.
Get Products
Get products.
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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
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Frequently Asked Questions
To start, connect both your Acuity Scheduling and TemplateDocs accounts to viaSocket. Once connected, you can set up a workflow where an event in Acuity Scheduling triggers actions in TemplateDocs (or vice versa).
Absolutely. You can customize how Acuity Scheduling data is recorded in TemplateDocs. This includes choosing which data fields go into which fields of TemplateDocs, setting up custom formats, and filtering out unwanted information.
The data sync between Acuity Scheduling and TemplateDocs typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Acuity Scheduling and TemplateDocs. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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.
Learn MoreAbout TemplateDocs
TemplateDocs offers a comprehensive platform for creating, managing, and sharing document templates. Ideal for businesses and individuals looking to streamline their document creation process, TemplateDocs provides a wide range of customizable templates for various needs.
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