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Send Campground Reservation Record to Sign

Send Campground Reservation Record to Sign

Aug 6th, 2022

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How to Send Campground Reservation Record to Sign

4.9 out of 5

45 votes

To integrate Zapier with Plano, start by adding the Zapier extension to your Plano account and copying the API key to your clipboard. Create a Zap in Zapier to automatically send signature requests for confirmed reservations. Set the trigger as a confirmed reservation in Plano and paste the API key. Test the trigger with at least one existing reservation. Next, connect Zapier to your docHub account and create a signature request event using the rental agreement template, which includes fields for the customer's name, email, arrival and departure dates, and signatures. Test the process using a test payment gateway to simulate a successful credit card transaction, resulting in the customer receiving a confirmation from Plano and a contract request email from docHub.

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