Obtain an API key or use OAuth with proper scopes to access documents, templates, and contracts.
Grant Acuity Scheduling permission to access your GHL data using OAuth flow or API key integration.
The endpoint list includes endpoints for creating, retrieving, and updating documents, templates, and contracts; use only those endpoints required for your workflows.
Trigger: A new appointment is scheduled in Acuity Scheduling
Actions: Generate contract from template, attach to appointment, notify client
POST /contracts
Key fields: appointment_id, client_email, template_id
Trigger: contract expiry is approaching in Acuity Scheduling
Actions: send reminder, update contract status in GHL
POST /contracts/reminders
Fields: contract_id, expiry_date
Trigger: a document is ready for e-signature
Actions: push to e-sign, track status in GHL
POST /documents/signature
Fields: document_id, signers, template_id
Automate workflows without writing code to save time and reduce errors
Keep client data synchronized across apps for better accuracy
Quick onboarding with templates and pre-built triggers
Understand endpoints, triggers, actions, templates, and fields used to connect GHL with Acuity Scheduling
A URL path for performing a specific API action (e.g., create or fetch a document).
A notification that is pushed to your app when a specific event occurs in GHL or Acuity Scheduling.
A standard protocol for authorizing access to APIs without sharing passwords.
A preformatted contract or document structure used to generate a new document automatically.
Pull booking details from Acuity into GHL contracts to reduce manual entry
Trigger reminders based on contract expiry dates stored in Acuity
Choose templates based on appointment type for faster contract generation
In GHL, create an API key and grant access to documents and contracts endpoints
Add the API key and set up endpoint mappings in APPNAME settings
Run test requests to verify data flow and end-to-end functionality
Most features are available across supported plans, but some advanced endpoints may require higher tiers. Check your plan or contact sales for details. In most cases, you can enable the integration without code, using presets and templates. Second paragraph: If you need enterprise capabilities, consider upgrading or requesting a custom onboarding package.
The integration can sync client data, appointment details, documents and templates, and contract status. You can map fields like name, email, dates, and identifiers to ensure consistency. Real-time syncing can be configured or scheduled as needed. Second paragraph: Permissions and scopes control what data is accessible by GHL and APPNAME.
All data in transit is encrypted with TLS, and API keys or OAuth tokens are stored securely. Follow best practices like rotating keys and using IP restrictions. Regular security reviews are recommended. Second paragraph: We offer audit logs and error notifications to help you monitor security.
Yes. Templates can be customized in GHL and used to generate documents automatically in APPNAME. You can predefine placeholders and merge fields for dynamic content. Second paragraph: Template changes apply to new documents and can be version-controlled.
No extensive coding is required. The integration provides UI-driven configuration, webhooks, and templates to handle most use cases. Advanced scenarios may require a developer for custom endpoints. Second paragraph: We provide starter templates to accelerate setup.
Common issues include authentication errors, permission scopes, and endpoint mismatches. Use the logs to identify failures, retry with exponential backoff, and verify mapping fields. Second paragraph: Ensure endpoint paths match the API version you are using.
You can view and export API activity logs from your GHL and APPNAME dashboards, including request URLs, timestamps, and responses. Enable notifications for failures to stay informed. Second paragraph: Support can provide detailed logs if needed.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
