Integration
Connect Planning Center to eSignatures
When something happens in Planning Center, your agent does the next thing in eSignatures. Describe it in plain language and the automation is built, tested on every branch and kept running.
Build it
What do you want Planning Center and eSignatures to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
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Connect Claude CodeEverything your agent can do with Planning Center and eSignatures
Triggers and actions 10 triggers ยท 11 actions
Trigger
New DonationTriggers when a donation is received.
Trigger
New Form SubmissionTriggers when a form submission is received.
Trigger
New List ResultTriggers when the specified List has a new Person added.
Trigger
New PlanTriggers when a new plan is created in the selected service type.
Trigger
New ProfileTriggers when a new Profile is created.
Trigger
New Workflow CardTriggers when a new workflow card is created in a specific workflow.
Trigger
Contract SignedTriggers when a contract is signed by all signers.
Trigger
Contract WithdrawnFires when a sent contract is withdrawn/cancelled before signing completes. Webhook event "Contract withdrawn".
Trigger
Signer Declined SignatureFires when a signer declines to sign the contract. Webhook event "Signer declined the signature".
Trigger
Signer Viewed ContractFires when a signer opens/views the contract. Webhook event "Signer viewed the contract".
Action
Add SignerAdd a new signer to an existing contract. POST /api/contracts/:id/signers (Contracts - Signers - Add).
Action
Add TemplateCreate a new reusable contract template. POST /api/templates (Templates - New).
Action
Create ContractCreates a new contract.
Action
Delete SignerRemove a signer from a contract that has not yet signed. DELETE /api/contracts/:id/signers/:signer_id (Contracts - Signers - Delete).
Action
Delete TemplateDelete a contract template. DELETE /api/templates/:id (Templates - Delete).
Action
Get ContractRetrieve a contract's current status, signer states, and metadata. GET /api/contracts/:id (Contracts - Query).
Action
Get TemplateRetrieve a contract template's details. GET /api/templates/:id (Templates - Query).
Action
List TemplatesList all contract templates in the account. GET /api/templates (Templates - List).
Action
Send Contract DraftSend a previously created draft contract to its signers. POST /api/contracts/:id/send (Contracts - Send draft).
Action
Update TemplateUpdate an existing contract template's title or settings. PUT /api/templates/:id (Templates - Update).
Action
Withdraw ContractWithdraw (cancel) a contract that has been sent but not fully signed. POST /api/contracts/:id/withdraw (Contracts - Withdraw).
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.