Integration
Connect Planning Center to Xodo Sign
When something happens in Planning Center, your agent does the next thing in Xodo Sign. 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 Xodo Sign 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.
Ask the assistant
You'll sign in before anything runs. What you typed comes with you.
Or work from Claude Code
Install the APIANT plugin for Claude Code and build, edit, test and read run history from your terminal. Every plan gets this, including free, and it spends no assistant credits.
Connect Claude CodeEverything your agent can do with Planning Center and Xodo Sign
Triggers and actions 7 triggers · 10 actions
Trigger
New DonationTriggers when a donation is received.
- New Form Submission
Triggers when a form submission is received.
- New List Result
Triggers when the specified List has a new Person added.
- New Plan
Triggers when a new plan is created in the selected service type.
- New Profile
Triggers when a new Profile is created.
- New Workflow Card
Triggers when a new workflow card is created in a specific workflow.
Trigger
Document CompletedTriggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.
- Add document
Create and send a new document for signature. POST https://api.eversign.com/document — builds a document from raw files/fields/signers, optionally sends immediately.
- Add template
Create a new reusable document template. POST https://api.eversign.com/document with is_template set — defines fields/signer roles for later use via "Use Template".
- Cancel document
Cancel an in-progress document's signature process (stops further signing without deleting it). DELETE https://api.eversign.com/document with document_hash and cancel=1.
- Delete document
Permanently delete a document or template. DELETE https://api.eversign.com/document with document_hash param.
- List businesses
List the businesses (sub-accounts) available on this account. GET https://api.eversign.com/business.
- List documents
List the account's documents. GET https://api.eversign.com/document — supports limit param, returns document summaries (not templates).
- List templates
List the account's saved templates. GET https://api.eversign.com/document?type=template.
- Reassign signer
Reassign a document's pending signature to a different signer email. POST https://api.eversign.com/reassign.
- Send reminder
Send a signature reminder to a pending signer on a document. POST https://api.eversign.com/send_reminder with document_hash and signer_id.
- Use Template
Sends a document created from a template in your eversign account.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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