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.
- When this happens...New List Result
Triggers when the specified List has a new Person added.
- automatically do this!Create Signature Request
Creates a signature request.
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