--- title: "Connect Planning Center to Yousign - APIANT.ai" description: "When \"New Donation\" fires in Planning Center, your agent runs \"Create a Contact\" in Yousign." canonical: "https://apiant.ai/connect/planning-center-to-yousign" --- # Connect Planning Center to Yousign When **New Donation** fires in [Planning Center](https://apiant.ai/connections/planning-center), your agent runs **Create a Contact** in [Yousign](https://apiant.ai/connections/yousign). Describe the whole flow and it is built, tested on every scenario and kept running. Planning Center **6** triggers Yousign **5** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Planning Center and Yousign to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Planning Center can start in Yousign - When **New Donation** in Planning Center then **Create a Contact** in Yousign - When **New Form Submission** in Planning Center then **Add signer** in Yousign Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Planning Center and Yousign ## Triggers and actions 6 triggers · 5 actions - Trigger **New Donation** Triggers when a donation is received. - Trigger **New Form Submission** Triggers when a form submission is received. - Trigger **New List Result** Triggers when the specified List has a new Person added. - Trigger **New Plan** Triggers when a new plan is created in the selected service type. - Trigger **New Profile** Triggers when a new Profile is created. - Trigger **New Workflow Card** Triggers when a new workflow card is created in a specific workflow. - Action **Add signer** Adds a signer to a draft Yousign signature request, either from scratch (name, email, locale) or from an existing user, contact or verified identity. Returns the created signer. - Action **Cancel signature request** Cancels a Yousign signature request that is awaiting approval or signatures. A canceled request cannot be reactivated. - Action **Create a Contact** Creates a contact in your Yousign address book. - Action **Get signature request** Returns one signature request with its status, signers, approvers, documents, labels and custom properties. - Action **List signature requests** Returns the signature requests in your Yousign organization, optionally filtered by status, dates, workspace, label, source or name. ## Each app on its own - [ **Planning Center** Planning Center is a church management system that helps manage people, services, donations, registrations...](https://apiant.ai/connections/planning-center) - [ **Yousign** Yousign: the easy-to-use, legally binding eSignature solution for all your documents.](https://apiant.ai/connections/yousign) Reviews ## What our customers say ## More from Planning Center - [ **Planning Center to Notion** A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.](https://apiant.ai/connect/planning-center-to-notion) - [ **Planning Center to GoHighLevel** All-in-one sales and marketing platform agencies white-label and resell to their clients — contacts...](https://apiant.ai/connect/planning-center-to-gohighlevel) - [ **Planning Center to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/planning-center-to-hubspot) - [ **Planning Center to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/planning-center-to-salesforce) - [ **Planning Center to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/planning-center-to-slack) - [ **Planning Center to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/planning-center-to-google-sheets) ## More into Yousign - [ **HubSpot to Yousign** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-yousign) - [ **Salesforce to Yousign** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-yousign) - [ **Slack to Yousign** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-yousign) - [ **Google Sheets to Yousign** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-yousign) - [ **Gmail to Yousign** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-yousign) - [ **Google Calendar to Yousign** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-yousign) Questions ## Planning Center and Yousign, answered ### ### What can start an automation from Planning Center? Any of Planning Center's 6 triggers in the catalog, including New Donation, New Form Submission, New List Result and New Plan. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Yousign when something happens in Planning Center? Any of Yousign's 5 actions, including Create a Contact, Add signer, Get signature request and List signature requests. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Yousign to Planning Center? Yousign has no triggers in the catalog today, so automations start in Planning Center. If you need the other direction, ask: your agent reads Yousign's API documentation and adds it. ### ### Do I have to build a connector for Planning Center or Yousign? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Planning Center and Yousign without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in Yousign once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.