Connect Planning Center to Xodo Sign and automate any workflow
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- ListRequired
Try It- FormRequired
Try It- WorkflowRequired
Try It- Document Sent
Triggers when a new document has been sent. Note: This trigger only checks for documents sent every 15 minutes.
Try It
- New Donation
Triggers when a donation is received.
Try It - New Profile
Triggers when a new Profile is created.
Try It - Document Completed
Triggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.
Try It - First NameRequired
- Last NameRequired
- Email AddressRequired
- Company
- Phone Number