Docusign + Planning Center
Create signature requests in DocuSign from new Planning Center form submissions
Seamlessly collect signatures on new Planning Center form submissions with this automation. When a new form submission is received in Planning Center, a signature request is instantly created in DocuSign, ensuring that important documents are signed promptly and efficiently. This workflow saves you time and streamlines processes, improving signature collection and organizational management.
Seamlessly collect signatures on new Planning Center form submissions with this automation. When a new form submission is received in Planning Center, a signature request is instantly created in DocuSign, ensuring that important documents are signed promptly and efficiently. This workflow saves you time and streamlines processes, improving signature collection and organizational management.
- When this happens...New Form Submission
Triggers when a form submission is received.
- automatically do this!Send Envelope Using Document
Sends an envelope signature request using a document.
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