Integration with Zapier and DocuSign: Send a document signing request with prefilled data for new Planyo reservations

Video transcript:

First let's add the Zapier extension to the Planyo account.

Copy the API key to clipboard.

Now let's create a zap in Zapier which will automatically send a signature request to the customers for all confirmed reservations.

The trigger will be a confirmed reservation in Planyo.

Paste the API key from the clipboard.

The best way to test the trigger is if you have at least one existing reservation in your Planyo account.

Now connect Zapier to your DocuSign account and create a signature request event.

Choose an existing template: we'll use the rental agreement template which includes personal fields such as customer's name, email address, arrival and departure dates and signatures.

For each field in the template select the corresponding data field from Planyo.

Now let's test the entire reservation process.

We're using a test payment gateway to simulate making a successful credit card transaction.

The customer now receives the confirmation from Planyo as well as an email from DocuSign requesting the contract to be signed.

As you can see all the fields are automatically pre-filled based on the reservation data sent by Planyo.

The signed document will now be emailed to the accommodation owner