Docusign + Planning Center
Send new Planning Center form submissions as envelopes using templates in DocuSign
Elevate your Planning Center to DocuSign process with this effortless workflow. Each time a new form is processed in Planning Center, a matching envelope is instantly generated from your preferred template in DocuSign. This smooth process eradicates the need for manual handling, ensuring prompt delivery of all essential documents. Enjoy a more efficient process and significant time-saving benefits.
Elevate your Planning Center to DocuSign process with this effortless workflow. Each time a new form is processed in Planning Center, a matching envelope is instantly generated from your preferred template in DocuSign. This smooth process eradicates the need for manual handling, ensuring prompt delivery of all essential documents. Enjoy a more efficient process and significant time-saving benefits.
- When this happens...New Form Submission
Triggers when a form submission is received.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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