Connect Planning Center and Docusign to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect Planning Center to Docusign with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Planning Center with Docusign - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New List Result" from Planning Center.
Add your action
An action happens after the trigger—such as "Add to Bulk Send List" in Docusign.
You’re connected!
Zapier seamlessly connects Planning Center and Docusign, automating your workflow.
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 ItTriggerPolling- FormRequired
Try ItTriggerPolling- New Profile
Triggers when a new Profile is created.
Try ItTriggerPolling - Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Try ItTriggerInstant
- New Donation
Triggers when a donation is received.
Try ItTriggerPolling - Service TypeRequired
Try ItTriggerPolling- WorkflowRequired
Try ItTriggerPolling- Click Declined
Triggers when a recipient declined a clickwrap agreement.
Try ItTriggerInstant
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Connect Planning Center and Docusign to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Docusign on the Zapier blog
Frequently Asked Questions about Planning Center + Docusign integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Planning Center and Docusign
How can I integrate Planning Center with Docusign?
To integrate Planning Center with Docusign, you can use our automation platform. You'll need to create a zap that triggers when a specific event happens in Planning Center, such as a new form submission, and then sends that data to Docusign as part of an envelope creation action.
What triggers are available for Planning Center in our integration?
We offer several triggers for Planning Center within our integration suite, such as new event registrations, updated form submissions, or newly created people profiles. These allow you to automate subsequent actions like sending documents through Docusign automatically.
Can I send documents automatically from Docusign based on a trigger from Planning Center?
Yes, once the integration is set up, you can configure it to send documents automatically from Docusign when certain triggers occur in Planning Center. For example, after a form submission or an event registration.
Is it possible to update profile information in Planning Center using data from completed documents in Docusign?
Absolutely! You can set up an action where completed document information from Docusign updates the associated profile in Planning Center. This is often triggered by the 'Envelope Completed' trigger in Docusign.
What actions in Docusign are supported once triggered by Planning Center events?
Supported actions include creating and sending new envelopes, adding recipients to existing envelopes, and generating document templates. These actions are initiated based on events like new registrations or updated profiles in Planning Center.
Do I need technical skills to set up the integration between Planning Center and Docusign?
No technical skills are required! Our platform simplifies the process with a user-friendly interface that guides you through setting up triggers and actions between Planning Center and Docusign. You can easily map fields without knowing how to code.
How do I handle errors or issues during the integration setup between these platforms?
During setup, if errors occur—for instance, due to incorrect field mappings or missing permissions—our troubleshooting guide will assist you. Additionally, we're available for support if persistent issues need resolution.
