Docusign + Planning Center

Create Docusign signature requests from new Planning Center list results

Streamline your planning workflow with this automatic process. When a new list result appears in your Planning Center, it immediately prompts the creation of a signature request in DocuSign. This convenient solution helps you avoid manual transfers, paving the way for efficient and hassle-free project management.

Streamline your planning workflow with this automatic process. When a new list result appears in your Planning Center, it immediately prompts the creation of a signature request in DocuSign. This convenient solution helps you avoid manual transfers, paving the way for efficient and hassle-free project management.

  1. When this happens...
    Planning CenterPlanning Center
    New List Result

    Triggers when the specified List has a new Person added.

    TriggerPolling
  2. automatically do this!
    DocusignDocusign
    Create Signature Request

    Creates a signature request.

    ActionWrite
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Supported triggers and actions

docusign logo
docusign logo

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
Learn more

Related categories

  • Signatures

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planning-center logo
planning-center logo

About Planning Center

Planning Center is a church management system that helps manage people, services, donations, registrations, and more.

Related categories

  • Fundraising