Docusign + Planyo Online Booking
Create DocuSign signature requests for new confirmed Planyo Online Booking reservations
Effortlessly ensure that every new reservation in Planyo Online Booking is accompanied by a signature request in DocuSign. With this automation, each time a reservation is confirmed in Planyo, a signature request will be created in DocuSign, streamlining your booking confirmation process while saving you valuable time and minimizing manual tasks.
Effortlessly ensure that every new reservation in Planyo Online Booking is accompanied by a signature request in DocuSign. With this automation, each time a reservation is confirmed in Planyo, a signature request will be created in DocuSign, streamlining your booking confirmation process while saving you valuable time and minimizing manual tasks.
- When this happens...New Reservation Is Confirmed
Triggers when a reservation gets confirmed.
- automatically do this!Send Envelope Using Document
Sends a envelope signature request using a document.
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Before or After Event #1
Triggers a given number of hours/days before or after the rental begins or ends.
Try ItBefore or After Event #3
Triggers a given number of hours/days before or after the rental begins or ends (#3 event defined in Notifications in the Planyo backend).
Try ItBefore or After Event #5
Triggers a given number of hours/days before or after the rental begins or ends (#5 event defined in Notifications in the Planyo backend).
Try ItUpdate of Reservation Status to Checked-In
Triggers when the customer checks in.
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Before or After Event #2
Triggers a given number of hours/days before or after the rental begins or ends (#2 event defined in Notifications in the Planyo backend).
Try ItBefore or After Event #4
Triggers a given number of hours/days before or after the rental begins or ends (#4 event defined in Notifications in the Planyo backend).
Try ItBefore or After Event #6
Triggers a given number of hours/days before or after the rental begins or ends (#6 event defined in Notifications in the Planyo backend).
Try ItUpdate of Reservation Status to Checked-Out
Triggers when the customer checks out.
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