PDF.co and Acuity Scheduling Integration

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Automatically generate personalized PDF documents from Acuity Scheduling appointments with PDF.co. Latenode's visual editor and affordable execution pricing make document automation simple and scalable.

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PDF.co

Acuity Scheduling

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect PDF.co and Acuity Scheduling

Create a New Scenario to Connect PDF.co and Acuity Scheduling

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a PDF.co, triggered by another scenario, or executed manually (for testing purposes). In most cases, PDF.co or Acuity Scheduling will be your first step. To do this, click "Choose an app," find PDF.co or Acuity Scheduling, and select the appropriate trigger to start the scenario.

Add the PDF.co Node

Select the PDF.co node from the app selection panel on the right.

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PDF.co

Configure the PDF.co

Click on the PDF.co node to configure it. You can modify the PDF.co URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect PDF.co

Sign In

Run node once

Add the Acuity Scheduling Node

Next, click the plus (+) icon on the PDF.co node, select Acuity Scheduling from the list of available apps, and choose the action you need from the list of nodes within Acuity Scheduling.

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Authenticate Acuity Scheduling

Now, click the Acuity Scheduling node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Acuity Scheduling settings. Authentication allows you to use Acuity Scheduling through Latenode.

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Sign In

Run node once

Configure the PDF.co and Acuity Scheduling Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Acuity Scheduling Oauth 2.0

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Select an action *

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Run node once

Set Up the PDF.co and Acuity Scheduling Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring PDF.co, Acuity Scheduling, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking “Run once” and triggering an event to check if the PDF.co and Acuity Scheduling integration works as expected. Depending on your setup, data should flow between PDF.co and Acuity Scheduling (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect PDF.co and Acuity Scheduling

Acuity Scheduling + PDF.co + Google Drive: When a new appointment is booked in Acuity Scheduling, a client agreement form is populated using PDF.co. The signed document is then stored in a designated folder in Google Drive.

Acuity Scheduling + Zoom + PDF.co: When a Zoom consultation is booked through Acuity Scheduling, an invoice is automatically generated via PDF.co and sent to the client.

PDF.co and Acuity Scheduling integration alternatives

About PDF.co

Need to automate PDF tasks? Use PDF.co in Latenode to parse data, convert formats, and add signatures. Automate document processing workflows without code. Latenode’s visual editor and affordable pricing make it easy to build scalable solutions for invoices, reports, and more. Bypass manual work and centralize document automation.

About Acuity Scheduling

Automate appointment scheduling with Acuity inside Latenode. Sync appointments to calendars, send reminders, and update CRMs automatically. Ditch manual data entry and build custom workflows using Latenode’s visual editor and API-first design. Scale your scheduling processes without code or per-step pricing limits.

See how Latenode works

FAQ PDF.co and Acuity Scheduling

How can I connect my PDF.co account to Acuity Scheduling using Latenode?

To connect your PDF.co account to Acuity Scheduling on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select PDF.co and click on "Connect".
  • Authenticate your PDF.co and Acuity Scheduling accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically generate invoices after someone books an appointment?

Yes, you can! Latenode lets you automatically create invoices in PDF.co when an appointment is booked in Acuity Scheduling. This saves time and ensures timely billing with no-code automation.

What types of tasks can I perform by integrating PDF.co with Acuity Scheduling?

Integrating PDF.co with Acuity Scheduling allows you to perform various tasks, including:

  • Automatically generating personalized PDF contracts upon appointment booking.
  • Creating client reports with appointment details and PDF.co analytics data.
  • Generating certificates of completion in PDF format after scheduled courses.
  • Adding watermarks or stamps to documents based on appointment status.
  • Archiving signed client agreements from PDF.co linked to appointment records.

How does Latenode handle large PDF files using PDF.co efficiently?

Latenode optimizes file processing using PDF.co, leveraging serverless functions to handle large PDFs without performance bottlenecks during automation.

Are there any limitations to the PDF.co and Acuity Scheduling integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex PDF.co templates might require advanced configuration within PDF.co itself.
  • Acuity Scheduling's API rate limits may affect the frequency of data synchronization.
  • Custom PDF.co fonts need to be pre-loaded within the PDF.co account.

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