Generate and send SignNow documents from new Planning Center form submissions
Streamline your workflow between Planning Center and SignNow with this user-friendly automation. When there's a new form submission in Planning Center, a document will be effortlessly created from a template and a role-based invite will be sent out in SignNow. This process not only saves time but also ensures efficient data management and prompt communication.
Streamline your workflow between Planning Center and SignNow with this user-friendly automation. When there's a new form submission in Planning Center, a document will be effortlessly created from a template and a role-based invite will be sent out in SignNow. This process not only saves time but also ensures efficient data management and prompt communication.
- When this happens...New Form Submission
Triggers when a form submission is received.
- automatically do this!Create Document From Template & Send Role-Based Invite
Creates a new document with fillable fields from a selected template and sends an invite to one or multiple signers.
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